I agree with Allen. A custom report is the way to go. If you create a new user-defined client detail listing, you could add columns for client Nickname, Replenish Minimum, Funds Balance, and Replenish To. If you had the will, you could create your own calculated field that was something like (Replenish To - Balance) to estimate how much they need to replenish. Or you could just export the report to Excel to add formulas and logic to it. Good luck!
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