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>financials>balances.

      The layout will look like this.

      And this will be how the data is displayed.