Financial Reports
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      Balance Report (Financials)

      How to run a Balance Report

      The balance report allows you to see a list of all people within a date range that have an outstanding balance. You can see each individual amount, what is due and also the total of all outstanding balances within a date range. 

      You can run the report by going to Reports > Balances (under Financials)
      Screenshot 2025-01-27 at 13.02.57

      Once you view the report the data will display as below.

      Screenshot 2025-01-27 at 13.03.23