Purpose

The following default options may be changed when running the Account Transaction Report: Start Date, End Date, Destination, Sort and 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 Transaction Report Options Window

 

Figure 8.104.1 Account Transaction 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\transaction.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., transaction.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., transaction.txt).
Sort	Type Sorts the report by transaction Type. Customer Sorts the report by Account.
Customer: (All)	Displays the Customer Search Window. The Account Transaction will only display the information for the selected Customer.

 

Figure 8.53.2 Account Transaction Report Options Window Commands

Field	Description
OK	Runs the report.
Cancel	Closes the Report Options Window.

 

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