Customer Lien Report Instructions

Use the Customer Lien Report to review outstanding customer liens for each service, as well as, the associated lien details.  You can specify the services, companies, finance periods and a specific time period to include on the report.

Tips:

• This report is also known as the Lien Report.

• For more information about running reports, see Print View.

• For more information about the buttons on the toolbar, see the Reporting Toolbar.

Directions:

To see directions for...

• Opening the Customer Lien Report, click More.

   

  • Click the following sequence:
    Reports from the Menu Bar; Customer and Customer Lien Report.

  • Or, use the keyboard shortcut:  [ALT] [e] [c] [o].

   

  Customer Lien Report Window Example:

  

   

• Choosing the selections at the prompt window, click More.

   

  Customer Lien Report Prompt Options Tip:  To see more information about a field, click the hyperlink for the field name.
  Services	To select the Services to print, click to check the appropriate Services listed. Tip:  To quickly select or de-select all Services listed, click the Check All icon.
  Companies	To select the Companies to print, click to check the appropriate Companies listed. Tip:  To quickly select or de-select all Companies listed, click the Check All icon.
  Finance Periods	To select the Finance Periods to print, click to check the appropriate Finance Periods listed. Tip:  To quickly select or de-select all Finance Periods listed, click the Check All icon.
  Date From	To limit the report to a range of dates, enter the appropriate beginning Lien Date in the range. Tip:  To include all dates, leave blank.
  Date Through	To limit the report to a range of dates, enter the desired ending Lien Date in the range. Tip:  To include all dates, leave blank.
  	To begin printing to the Windows® default printer, click Print, or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To print to the Print View window, click here.
  	To escape from the print routine, click Cancel. Keyboard shortcut:  [ALT + c]
  Server Process Status
  Status	Displays information pertaining to the various phases of the reporting process to guide you. Note:  The status displays Complete when the process is ended.  In addition, the Message window displays Time Started and Time Ended to alert you when the routine is complete.
  	To close the window when the report is complete, click Close .

   

• Report Sample(s), click More.

   

  To see an example of the report, click Customer Lien Report Sample.