Group Reports

Last edited 12/16/2019
Group reports are useful for downloading a list of user accounts. There are two reports available in this section:

  1. Groups - Excel, All
  2. Groups - Excel, Just with Credit

While both of these reports includes a column for Credit - any amount in this column indicates available credit on the user's account - the "Just with Credit" report lists only accounts with credit. This is useful for identifying users that may need Refunds or Convenience fees applied.

We are always happy to assist with Reports and Accounting training.