Including the Summary of Statistics by Balance of Account report

Menu 7.1

The Summary of Statistics by Balance of Account report uses the same information as the Summary of Statistics by Status report. The balance of the account is based on the balance categories set up for each client in field 153-Perf/Sts/Age/Bal of the Client Control Record. For more information, see Creating or changing the Client Control Record.

The Summary of Statistics by Balance of Account report only prints if configured to do so when designing the Client Inventory report. For more information, see Configuring the Client Inventory Report.

The following is an example of the Summary of Statistics by Balance of Account report:

For a description of columns of the report, see Including the Summary of Statistics by Status report.