Credit Book Adjustments

This is a Club Prophet Executive Report v4 – Power BI or PBI Power Business Intelligence – a reporting tool from Microsoft..

Note: Samples are using demo data and do not reflect real-world data.

 

 

Credit Book Adjustments

This report shows the entries to the Credit Book Ledger.  The date allows you to filter to a given date range to narrow down the data.  You can also use the various filters to further narrow the scope to find the specific credit book entries you are looking for.

The following fields are included. 

• Acct: Customer account number.

• Last: Customer last name.

• First: Customer first name.

• Date: The date and time that the credit book item was posted to the credit book ledger.

• Item: The description of the credit book entry.

• Debit: Amount debited to the credit book.

• Credit: Amount credited to the credit book.

• Balance: Balance as a result of the given debit and/or credit on the given line item. Note that this is NOT the current balance of the customers credit book, it is the balance as of the timestamp of the entry.

FILTERS

The right-side menu of this report provides various Filters to allow you to filter the data in a number of ways.  Click any of the Filter fields for basic and advance filter and search options.  Note that selecting specific visuals on the page will provide additional filter selections.

Tips

• Filters which are the gold back color controls on the report allow you to pick from a list.  Hold down the Ctrl key on the keyboard to select multiple items.
• If you want to search for a particular value, use the filters in the right pane menu.  They will have a search box in addition to a list of the items.
• Use the Advanced option in the right menu panel for advanced search options.
• Use the three dots […] in the top right of a visual for more options like Export data.

• Use the Help button to open the user guide for any given report .