This article shows how to use the Ledger Balances Detail Report to show ledgers with no activity within Unity Practice Management
To report on Inactive cases or clients
- From the dashboard, do to Reports
- Search or navigate to the Ledger Balances report
- Change details as necessary
- Change the 'Activity Mode' to 'Ledgers with no activity since' and enter the start date, the report will show all ledgers that have had no activity from that date forwards.
Once done run the report and this will show a complete account of all Ledgers with no activity
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