Export List of Member Card Balances

[Luis_Varsan]

Hello,

Does anyone have a custom report or any example code / ideas on how to export the list of members and their balances? I am using the SambaCard setup where each member has an account in the system and an associated positive balance.

I need a full list of members and their balance and I am not sure how to export that data.

Thank you.

[markjw]

Maybe this will work?

Custom Reports -Customer Balance

What is EC.Member for? Your using 6 fields but defined only 4 columns. I see another mistake you had… Try this: [Member Balance:5,5,5, 5] >Member ID|Name|Address|Balance {REPORT ENTITY DETAILS:EC.Member ID,E.Name,EC.Address,E.Balance.sum:(ET=Members) && E.AccountId>0:::$4!=0}

or for a more detailed setup, maybe something like this?

Customer Account Statements and Payments (Custom)

This Tutorial will demonstrate how to build a Custom Account Handling Screen for Customers. It allows for Printing detailed Customer Account Statements, making Payments to Customer Accounts (via the built-in Payment Screen), and Crediting Customer Accounts. Requires SambaPOS 5.1.56 or higher Operations The Customer Account Operations Screen we will build and Automate is shown on the right. [image] Quick Nav: Account Type and Account for Transfers (for Account Payments via Paym…

[Luis_Varsan]

Thanks @markjw That did the trick!