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CO135 - Account Activity

This report will help you find out which clients have positive and negative account balances at your business.

Additionally, you will have information such as: Client, Email, Mobile, Balance, 0-29 days Ago, 30-59 days Ago, 60-89 days Ago, and 90+ days Ago.

With this report you will have information about your clients that possess or not possess all of the mentioned above.

Preview

  • Client - The name of the client.
  • Email - The email of the client.
  • Mobile - The mobile number of the client.
  • Balance - The current balance of the client.
  • 0-29 days Ago - Shows you the amount taken from or inserted into the account for the period of 0-29 days.
  • 30-59 days Ago - Shows you the amount taken from or inserted into the account for the period of 30-59 days.
  • 60-89 days Ago - Shows you the amount taken from or inserted into the account for the period of 60-89 days.
  • 90+ days Ago - Shows you the amount taken from or inserted into the account for the period of 90+ days.

 

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