Summary

The Comments Report displays the comments entered into customer accounts in the Account Maintenance window (AR> Maintenance> Account> Comments tab) filtered by comment date.

Step by Step

1     Open the Comments Report window (AR> Reports> Comments).

2     Configure the report. 

• Select the Billing Cycles and Comment Codes to include in the report.
  • All Comment Codes will be selected by default.
  • Customer comment codes are maintained in the Comment Code Maintenance window (AR> Maintenance> Comment Codes).
• Select a Date Type from the drop-down menu.
  • The date type selected in the section will determine what date type is used in the From Date and To Date fields.
• Enter a date in the From Date and To Date fields to filter the report by a date range or leave the date range blank to include all comment history.
  • You can also enter a date in either the From or To field to set a minimum or maximum to filter the report by.
  • The date range is creating a filter for the comment date. Comment dates are defined in the Comment Code Maintenance window (AR> Maintenance> Account> Comment tab> Date fields).
• Select the Sort Type to determine if the report will sort by comment code or account number.
• Select the customer accounts that will appear in the report.
  • Click ADD and choose the accounts from the Account Selection window.
  • If you want to select more than one customer account you can hold down CTRL and click on the accounts you want to include in the statement. Each account you select will print on a separate activity statement and they will not be summed together.
• The Comments Report will display the customer number, account number, module, support code, date, system status, and comments.

3     Print the report.

• Once the required report settings have been specified, click the Print button   to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select Send PDF to Job Viewer to print the report in the default Springbrook format.
  • Select Send Excel to Job Viewer to export the report data to an Excel spreadsheet as unformatted data.
  • Select Send Excel (Formatted) to Job Viewer to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.