To analyze balance movements (credits and debits) related to a specific period or a specific client, you can use the filters available in the Reports section.
Procedure
1. Access the Reports section and select the data source Bilancio.
2. Locate the filter panel above the results table.
Filter by Date
1. Locate the field labeled Data operazione.
2. Click on the field to open the date range selector.
3. Select the desired time range (e.g., "This month", "Last 7 days" or set a custom range).
Filter by Client
1. Locate the field labeled Cliente.
2. Click on the field to open the client search and selection window.
3. Type the name of the client you want to analyze and select it from the list.
Once the filters are set, the report will automatically update showing only balance movements that meet the selected date and client criteria.
