Customer Balance Report

Hi All

I want to generate the report for the Customer/Vendor during the year with opening balance, based (filter) on the department dimension.

By default there is "Balance list " report, but in that we can not generate the balances dimension based.

please advise


I will suggest you to use customer aging report in this case. In the report parameter, you can specify filter for dimensions.


Have you tried adding Customer Transactions table in Query Window. Here you can add all the tables which are related to Customer Master and apply filters on all the fields of those tables.

Can you please try this and share the results?


customer transaction table is not available there, i tried to add

I am able to add Customer Transactions table. Did you click on more in 1:n>? After clicking on more it will show you the complete list of tables.


Please click Verified if this solves you problem so that others can refer this post.