Credit Message Report Instructions

Use the Credit Message Report to provide a list of correspondence from your organization to your customers.  Each time a customer receives a statement, shutoff notice, past due notice, work order or lien letter, a Credit Message Transaction is generated and can be viewed on this report.  You can limit the report to credit messages for a specified time period.  In addition, you can specify the Services, Companies, Finance Periods and the types of credit messages to include on the report.

Tips:

• For more information about Credit Messages, see the Credit Messages Panel of the Customer Inquiry.

• 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 Credit Message Report, click More.

   

  • Click the following sequence:  Reports from the Menu Bar, Miscellaneous and Credit Message Report.

  • Or, use the keyboard shortcut:  [ALT] [e] [m] [m] [d].

   

  Credit Message Report Window Example:

  

   

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

   

  Credit Message 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.
  View Types	To choose the types of credit messages to print, click to check the appropriate View Types listed. Tip:  To quickly select or de-select all View Types listed, click the Check All icon.
  Date From	To limit the report to a range of dates, enter the appropriate beginning Credit Message Transaction 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 Credit Message Transaction 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 Credit Message Report Sample.