How do I isolate the Accounts with Largest Outstanding Balances?
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There is a great report to show you the customers with the biggest outstanding balances. This report is called "Accounts with Largest Outstanding Balances".
You can go to your reporting section and go to:
Standard reports > Cash > Actions folder.
Then edit the ACCOUNTS WITH LARGEST OUTSTANDING BALANCES report.
Note that this report comes OOTB as a DETAILED report and already shows the customer’s name and their balance. However, a helpful object that I like to add is the "ACCOUNT: ACCOUNT NUMBER" so that I can click the account number and open it in another tab to get more specific account information.
You can also add a filter if you like, but I like to sort the columns to order the report by currency first and add a secondary sort by account balance. You can add a tertiary sort as well if you like or remove any sort by clicking the column header to undo it.
Schedule as a Recurring Report
As usual, you can go to RUN REPORT, and click SCHEDULE. Select summary or detailed report, and choose your formatting options. Add any individuals or teams who need to receive this report by email and set the report to recur daily, weekly, monthly - it’s up to you.