Looking for a way to audit the average daily balance used for billing? Follow the instructions below!
1) Log into Orion
2) Type "query" in the top search bar in Orion then select the first option. (Reporting: Query)
- On the right hand menu, under “Query Lists” select “all queries”
3) In the table under "Query ID" type 21488. (Average Daily Balance By an Account Rep)
4) Right click on that item and select "run."
5) Update the transaction dates and enter the account number.
6) Switch the "Run To" option to "Excel."
6) Click Run.