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View members balance overview

In this article, you will learn how to get an overview of all member balances in the system.

Written by Ronny Christensen

How to do it

  1. From the dashboard, go to the member overview

  2. Find the column “Credit Balance”

  3. Here you can quickly see what each member has on their internal account

Sorting

You can click the Credit Balance column header to:

  • Sort from highest balance to lowest

  • Sort from lowest balance to highest

Export

You can also export the list to get a quick and complete overview of all member balances.

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