How to Run Contact Balance Reports

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Run the Activity Account Balance Report
Run the Obligation Report

MoneyMinder offers two reports to help you track contact balances: the Activity Account Balance Report and the Obligation Report.

The Activity Account Balance Report shows each contact’s overall account balance.

The Obligation Report focuses on specific obligations, so you can quickly see who has paid and who still owes for things like a trip or event.

Run the Activity Account Balance Report

Click Contacts in the sidebar.

Click Contact Reports.

Select Activity Account Balance Report from the dropdown.

Select the activity account you’d like to view. In this example, we’ll choose Member Activity.

A report will be generated that displays all contacts with Member Activity accounts, and includes the last statement date, current balance, and amount due for each contact.

You can refine the results using filters.

To filter by date, select an end date and click Apply Filter.

You can also filter by balance—showing only contacts with balances equal to zero, not equal to zero, greater than zero (meaning they owe you money), or less than zero (meaning you owe them money). Select an option from the dropdown and click Apply Filter.

Run the Obligation Report

Click Contact Reports and this time select Obligation Report from the dropdown.

Choose the activity account then select the obligation template.

The report will display the obligation date, obligation amount, paid amount, and the remaining difference for each contact. (The date range defaults to the whole financial year.)