Hi everyone,

I’m trying to dynamically fetch customer financial information — specifically Deposit Balance, Overdue Balance, Balance, and Unbilled Orders — within a specified date range.

I’ve reviewed the A/R Aging report, but it only reflects the Remaining Amount or Open Balance, which doesn’t fully meet my needs. It fails to provide complete visibility into fields like deposits or unbilled orders within a defined time period.

Here’s a snapshot of the kind of output I’m working with (attached image).

I’m looking to:

• Filter these financial metrics by a selected date range
• Accurately break down and report on each value