Running an Account Statement Report   

Purpose

The following default options may be changed when running the Account Statement Report: Start Date, End Date, Destination and the Customer. The report can be displayed on the screen, sent directly to a printer, e-mailed or saved to a file.

 

Figure 8.104.1 Account Statement Report Options Window

 

Figure 8.104.1 Account Statement Report Options Window Fields

Field

Description

Start Date

The beginning date for the report.

End Date

The ending date for the report.

Destination

Screen

The report will display on the screen.

Printer

The report will print directly to the printer.

File

The report will be exported to a file.

Destination File Name

The name and path of the file to export (i.e., C:\Focus\statement.txt).

E-mail

The report will be e-mailed to the pre-defined e-mail address.

Destination File Name

The name of the file to e-mail (i.e., statement.txt).

FTP

The report will be sent via FTP to the pre-defined FTP address.

Destination File Name

The name and path of the file to FTP (i.e., statement.txt).

Customer: (All)

Displays the Customer Search Window. The Account Statement will only display the information for the selected Customer.

 

Figure 8.53.2 Account Statement Report Options Window Commands

Field

Description

OK

Runs the report.

Cancel

Closes the Report Options Window.

 

Related Topics (none)

 

 

 

 

 

 
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