Printing Customer Balances

Complete the following steps to print customer data:

1. Click the Print button on the Display Customer Balances form and the Print Options form displays, which allows you to define what type of report to print: summary or detail.
• Print Summary will print the level 1 information for all rows in the Customer Transactions Table (regardless of what row was selected).
• Print Detail will print only the selected row and all levels associated with it (level 1, level 2, and level 3). This includes the detailed transactions.
2. Click OK to view the report on the Print to Screen form.
3. Click Print to print a hard copy of the report.