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Statistics Balances

  • Access the Partner Tranasactions sub-module of the Finance module

  • Click on Statistics Balances

Image showing Statistics Balances
Fig 1.0 Statistics Balances

  • This displays a list view of Statistics Balances.
Image showing list view of Statistics Balances
Fig 1.1 List view of Statistics balances

Filter list of Statistics Balances

  • Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
    • Search string: for filtering records
    • Company
    • On
    • Measure
Image showing Search, filter button and filter options
Fig 2.0 Image showing Search, filter button and filter options

Exporting Statistics Balances

  • Export the Statistics Balances data to excel by clicking the Export button
Image showing Statistics Balances export button
Fig 3.0 Image showing Statistics Balances export button.

Note: Once the export button is clicked, it pops up an option to download a copy of the Statistics Balances to your computer system as an excel document.
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