Payment Reports

Report: Emailed Statement Report

What This Report Does:
Generates a list of statements that have been emailed to customers within a specified date range

Upon opening this report, you’ll have the option to filter your results by a designated time frame. Once finished with your selections, click Run Report to continue

Once generated, you will be able to view the following information within the report:

  • Name – Displays the customers name
  • Account – Displays the customers associated account number
  • Subject – Displays the text in the subject line of the statement email and the email address it was sent to
  • Sent At – Displays the time and date on which the statement was sent
  • Sent By – Displays the name of the user that sent the statement

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