1. Create a new record query (BB62873)
  2. On the Criteria tab select any appropriate criteria fields, for example Record, billing status equals Active
    To exclude record balances which are greater than zero:
    • Select Activity, Summary, Record Balance.
    • The Edit Field Criteria screen will appear, on the criteria tab select does not equal $0.00.
    • On the filters tab highlight As of date and click Change...
    • Select the Operator: equals, <Specific date>, enter the appropriate date.
    • Click OK to return to the Edit field Criteria screen.
    • Click OK.
  3. On the Output tab select the fields to display in the results:
    If you did not select a record balance on the Criteria tab, filter the record balance as of a specific date:
    • Select Activity, Summary, Record Balance.
    • In the Edit Field Criteria screen, Under Filters: highlight As of date and click Change... Select the Operator: equals, <Specific date>, enter the appropriate date
       
    • Click OK to return to the Edit field Criteria screen.
    • Click OK.
      Note: For Payer centric records, payer information displays and for Student centric records, student information displays.
  4. On the Sort tab and select the order to sort the records.
  5. Click Run.
For additional information refer to Student balances in query show as $0.00 (BB277167)

- OR - 

1. Navigate to Reports > Student/Individual/Organization Reports 
2. Highlight Account Balance Report and click New. 
3. Select preferred information. 
4. Mark the box to Create a query of records 
5. Select the Filters tab and select preferred filters. 
6. Preview and a box will open prompting to save the query. 
7. Title the query and press Save