Build or edit a Balance history report
Build a Balance history report to track account financial transactions and balance changes across your account. Use this report to review spending patterns, transaction types, and balance adjustments across divisions and subaccounts.
Before you begin
You must have Administrator access to use the Report Library.
Build the Balance history report
In the CertCentral main menu, go to Reports > Build a report.
Select Balance history as the report category and select Next.
In the Specify date range menu, select the time frame you want the report to cover.
In Choose sources, select the subaccounts to include or exclude. Select Next.
Under Choose columns, select from the following categories:
Order and account information: division or container name, account ID, order ID
Transaction information: transaction type, account currency, balance expiration date
Subaccount information: subaccount ID, division or container ID
Select Select all to include all categories, or toggle individual checkboxes as required.
Under Set column order, drag and drop columns to reorder or select Order alphabetically. Select Next.
Under Schedule report, select one of the following:
Once: runs immediately. You can manually run it again from the Report Library page.
Weekly: select the day of the week and when you want the last report to run.
Monthly: select the day of the month and when you want the last report to run.
In Notify additional users, add any additional administrators to notify when the report is ready.
Choose the file format and enter a report name. Select Build report.
When the report is ready, its status changes from Generating to Ready. Select Actions > Download to download the report.
Notice
Reports are stored for 90 days. Download the report locally to maintain permanent access.
Edit a Balance history report
Select the report name. In the Report details window, select Edit report.
Select Next.
In the Specify date range dropdown, select a different time frame as required.
Under Choose sources, add or remove subaccounts as required. Select Next.
Add or remove columns and reorder them as required. Select Next.
On the Schedule report page, modify the schedule and file format as required.
To save as a new report without overwriting the original, select Save as new report and enter a new name.
Enter a report name and select Build report.
When the report is ready, its status changes from Generating to Ready. Select Actions > Download to download the report.
Sugerencia
To create a new report based on an existing report's configuration, select the arrow next to the Download button and select Build a new report from this template.
What's next
Build an Organizations report to track the organizations connected to your account and monitor their validation status