There is No ability to add a filter under 'Records to include' for the Customer balance - i.e. users may like to only print statements for customers with an account balance greater than $50. Repro steps: 1. Credit and collections > Periodic > Customer account statement 2. For the 'Customer balance' issue - go to 'Records to include' > click 'Filter' and use available tables or 'Add' to try and add/join other tables The Customer balance field is not available to be used as a filter. Customers would like to have this ability to allow easy filtering of customer statements on per balance basis