Customer Account Adjustments Report

This report will show all adjustment activity for the selected date range, accounts opened, payments, credits etc. including the staff member who applied the adjustment.

1. In System Menu, Reports > Report Generator

2. Customer Reports

3. Select Customer Account Adjustments

4. Select Open Report

5. Location Pre-Selected

6. Select Date Range

7. Select Criteria

8. Select Process Now or Add to Schedule (See Scheduled Reports - How to setup)

9. When the report appears on the screen, select Show Preview and then print this page (PDF) or Export to Excel