Report Information
The customer Account Balances report provides a detailed list of all customers and their current account or points balance at the time of generation. Designed for companies using the Centegra Plus gift card, accounts, guest charging, or loyalty module, it offers a quick and easy way to monitor customer balances.
Access the Account Balances report via: Reports & Analysis > Customers & Loyalty > Account Balances.
The output of the report can very depending on the selected report filter options.
If required, this report can be created as a Saved Report and set up to send out periodically.
Information on report filter options
The table below summarises report filter options available for this report.
| Customer Types |
Select which customers to included based on their assigned customer type. |
| View Type |
Option not currently supported. |
| Sort Order |
Select whether to order customers based on First name, Second name or Company. |
| Show Deleted Customers |
Select this to include customers which have been marked as deleted. |
| Show Inactive Customers |
Select this to include customers which have been flagged as inactive. |
Report Output
The report provides a list of customers and their account balance information.
Additional information on this view
The table below summarises the data shown in each column of this report view.
| Customer Code |
Displays the customer code. (e.g. Card Number or QR Code ID.) |
| Name |
Displays the customer’s name. |
| Customer Type |
Displays the customer type that the customer is assigned to. |
| Company Name |
Displays the name of the company linked to the customer, if applicable. |
| Is Deleted |
Displays whether or not the customer is marked as deleted. (i.e. Inactive.) |
| Active Status |
Displays whether or not the customer account is currently active. |
| Points Balance |
Displays the current loyalty points balance, if applicable. |
| Account Balance |
Displays the current account balance, if applicable. |
| Credit Limit |
Displays any account balance credit limit, if applicable. |
| Available Spend |
Displays the current spend available based on credit limit and balance. |
| Last Transaction |
Displays the time of the latest transaction associated with the customer. |
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