We've just added some requested improvements to the Account Balances report - including the ability to sort by clickable columns, search for specific customers, show expired balances, and pagination.
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.
For pagination, it will be easier to toggle from one page to another as it is at the top of your Account Balances Report and we included the total 'X Balances'.
That's about it! Any questions - contact us here at firstname.lastname@example.org or connect via chat on the Fitli site.