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Report Settings Screen
- 03 Feb 2023
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Report Settings Screen
- Updated on 03 Feb 2023
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- PDF
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| The Report Settings screen allows you to specify parameters for printing customer statements. Navigate to the Report Settings screen by check-marking a line item(s), Click Bulk Actions, and select Print Statement. When the company initially begins using Aspire, they can determine whether to utilize a standard format that lists all invoices for which there is an outstanding balance or a balance forward statement format that forwards the outstanding balance from prior months and then only lists invoices for the current month. Optionally, they can have both these formats available and choose the appropriate layout when users begin printing the statement. |
| Screen Element | Description |
|---|---|
| Report Layout | Allows you to select which of the statement layouts should be used when generating the statements. Statement layouts are commonly established with input by the AspireCare team during system setup. |
| Statement Date | Allows you to specify the statement date that will appear on the printed statement. |
| Transaction Date | For printing balance forward layout statements, this value allows you to specify the date after which invoices and credit memos will be included in the statement based on their invoice date or credit date, respectively. The value does not affect the printing of standard format layouts. |
| Export Type | Allows you to specify the export file type for the reports. Valid export types are PDF, Excel Spreadsheet, HTML, Png, Mht, RTF, and Text. If you do not have Choose Report Export Type permission, you will only be able to export to PDF. |
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