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Categories AccuAccount
Created by Guest
Created on Jun 11, 2026

Related Entities Reporting Options

We are looking for a report that lists the relationships (Related Entity Groups), outstanding balance and total commitment amounts. The Related Entity Groups Report in SSRS is close, but it doesn’t include the total commitment amount, just the total balance. For example, if a customer has a line of credit with a zero balance, it doesn't show on this report, so that total outstanding balance is incorrect.

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