Settings of the Statements report
It is important to know the function of each setting of the Statements report.
This image shows the settings of the Statements
report:
This table gives each setting and its function:
| Setting | Function |
|---|---|
| Client | Select a client for the report. If you select a client, ezyVet does the report for the client only. If you do not select a client, ezyVet does the report for all clients. |
| Clients of Division | Select a department of your site for the report. If you do not
select a department, ezyVet does the
report for all departments. Note: ezyVet shows the
Clients of Division box only if
your site uses a department configuration.
|
| Has Contact Tag: (Any) | Select a tag of a client contact record for the report. If you select a tag, ezyVet does the report for all contact records that have the tag. If you do not select a tag, ezyVet ignores the tags of for all applicable records. |
| Contact Payment Terms | Select a configured payment term for the report. If you do not select a payment term, ezyVet does the report for all payment terms of all applicable contact records. |
| Dates | Select the date range for the report. Note: The date range is
usually the month before the time that you do the report. Thus,
select the first and last day of month before. |
| Show balances left from this date | Select the date from when the report shows unpaid balances of clients. |
| Template | Select the template to use for the report output. |
| Exclude Customers Sent After (Including Date Set) | If selected, the report does not show clients that have statements sent after the given date. |
| Exclude Statements with less than or equal to | If selected, the report does not show clients who have an unpaid balance that is the same or less than the given dollar value. |
| Transaction filter | Use these settings to control:
|
| List filters | Use these settings to control:
|