How to Filter a Balance Report Training April 05, 2017 14:46 Follow Go to Admin > Members. Click Balance Report. Click Filter. Enter the criteria you'd like to search the report data by. When finished, click Search. Related articles How to Print Account Balances How to View Member Balances How to View a Credit Card Transaction Report Domain Setup How to Send a Payment Reminder Email Comments 0 comments Please sign in to leave a comment.