Statement History Summary
Form ID: (AR404000)
On this form, you can view the history of statements for each statement cycle during the specified period of time. You can easily drill down to the details of each statement.
Form Toolbar
The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.
| Button | Description |
|---|---|
| Statement History Details | Navigates to the Statement History Details (AR404300) form. |
| Print Statements | Navigates to the Print Statements (AR503500) report. |
Selection Area
In this area, you can select the statement cycle and the date range for which you want to display data.
| Element | Description |
|---|---|
| Statement Cycle | The statement cycle for which data will be displayed. If you leave the box blank, information for all statement cycles will be displayed. |
| Start Date | The start date of the date range. By default, it is the start day of the current financial year. |
| End Date | The end date of the date range. By default, it is the current business date. |
| Include On-Demand Statements | A check box that (if selected) causes on-demand statements to be shown in the table below. If this check box is cleared (the default setting), the table shows only the statements that were prepared according to the schedule. |
Table
This table displays the list of statements issued during the specified period of time.
| Column | Description |
|---|---|
| Statement Cycle ID | The identifier of the statement cycle. |
| Statement Date | The date of the statement. |
| Description | The description of the statement cycle. |
| Number of Documents | The number of documents included into the statement. |
| To Print | The number of statements requiring printing in accordance with the settings on the Customers (AR303000) form. |
| Printed | The number of statements printed in accordance with the settings on the Customers form. |
| To Email | The number of statements requiring printing in accordance with the settings on the Customers form. |
| Emailed | The number of statements emailed in accordance with the settings on the Customers form. |
| No Action | The number of statements requiring no action in accordance with the settings on the Customers form. |
| Email Completion % | The percentage of statements that have been emailed (among all statements to be emailed). |
| Print Completion % | The percentage of statements that have been printed (among all statements to be printed). |