Overview

This report allows business users to identify clients who have Account Credits on their profile. This report is crucial for financial tracking and client follow-ups, ensuring that credit balances are being utilized appropriately.

• To view, navigate to Core > Reports > Financial > "Clients with Account Credit Balance"
  • Displays clients with their respective account credit balances.
  • Includes customizable columns: Full Name, Email, Phone, Account Credit Balance, First Name, Last Name, and Join Date.
  • Report can be filtered and sorted based on user preferences.
  • Export can be customized to include specific data columns.

• Available under Corp Dash > Exports.
  • Export can be customized to include specific data columns.
  • Allows selection of brand locations, either all or specific ones.