We've just added some requested improvements to the Account Balances report - including the ability to sort by clickable columns, search for specific customers, and show expired balances.
New Account Balances Report
Now on the updated Account Balances report, you can search for a client's name or email address in the Search box at the top. Or, you can click the sortable column names to sort (ascending or descending) each column. You can also check expired balances by clicking the 'Show expired balances' link.
That's about it! Any questions - contact us here at firstname.lastname@example.org or connect via chat on the Fitli site.