Field

Description

Period

From Date (No label)

You may limit the report to invoices within a specific date range. Select the beginning date of the range.

From Time (No label)

You may limit the report to invoices within a specific time range. Select the beginning time of the range.

To Date (No label)

Select the ending date of the range.

To Time (No label)

Select the ending time of the range.

Include Scheduled Payments

Select this check box to include scheduled payments in the report.

With due date

You may limit the report to invoices that have a specific due date range. Select the beginning date of the range.

With due date (no label)

Select the ending date of the due date range.

Batch No

You may limit the report to include invoices that belong to specific batches. Select a batch from the drop-down menu.

External Batch #

Enter the external batch number.

Batch No

You may limit the report to include invoices that belong to specific batches. Select a batch from the drop-down menu.

External Batch #

Enter the external batch number.

Minimum Invoice

You may limit the report to include a range of invoices. Enter the minimum invoice number to include in the report.

Maximum Invoice

Enter the maximum invoice number to include in the report.

Account

You may limit the report to invoices associated with a single account number.

Invoice

You may limit the report to a single invoice number.

Branch Ranges

Branch

You may select up to three ranges of branches - from the category you select in the Use Branch From parameter - to limit the report to branches within the ranges. Select the beginning branch number of a range. (These menus originate from program #1530.)

Note: If you leave the fields blank, the report includes all branches in your user profile that match the selected Use Branch From parameter.

Note: If option rptprof is on, branch restrictions apply.

Branch

You may select up to three ranges of branches - from the category you select in the Use Branch From parameter - to limit the report to branches within the ranges. Select the ending branch number of a range. (These menus originate from program #1530.)

Note: If you leave the fields blank, the report includes all branches in your user profile that match the selected Use Branch From parameter.

Note: If option rptprof is on, branch restrictions apply.

Exclude

You may exclude ranges of branches from the report by selecting the ranges and then entering a check mark in the corresponding Exclude box.

Dealer Ranges

Dealer

You may select up to three ranges of dealer IDs - from the same category that you select in the Use Branch From parameter - to limit the report to dealer IDs within the ranges. Select the beginning dealer ID of a range. (These menus originate from program #1537.)

Note: If you leave the fields blank, the report includes all dealers in your user profile that match the selected Use Branch From parameter.

Note: Dealer restrictions apply.

Dealer

You may select up to three ranges of dealer IDs - from the same category that you select in the Use Branch From parameter - to limit the report to dealer IDs within the ranges. Select the ending dealer ID of the range. (These menus originate from program #1537.)

Note: If you leave the fields blank, the report includes all dealers in your user profile that match the selected Use Branch From parameter.

Note: Dealer restrictions apply.

Exclude

You may exclude ranges of dealer IDs from the report by selecting the ranges and then entering a check mark in the corresponding Exclude box.

Field

Description

Comment

Type a description of the job that appears in the Report Queue (program #1558).

Wide

This box displays a check mark if the report requires wide paper, landscape printing, or condensed print.

Delay Job Until

Select a date and time to use as the minimum start time for processing the report.

Note: The report may remain held after this time if the priority requires the report to print at a certain time.

Priority

Defaults to the priority of the report defined in Report Default Parameters. You can override the default by selecting a priority from the drop-down menu.

Hold Period

If the priority defined for the report causes SBN to hold the report, these fields display the beginning and ending of the hold time.

Delay Print Until

Select a date and time to use as the minimum start time for printing the report.

Status

Displays the current status of the job. This is a read-only field.

Status Description (No label)

Displays the description of the status of the job. This is a read-only field.

Use Defined Printer

If you have no report defined in the Reports tab of the Client Options window, this box appears grayed out.

Select this check box to use the defined printer regardless of the printer selected in Printer Queue. This box defaults with a check mark if:

l    You have a default printer defined in the Reports tab of the Client Options window.

l    The Use Defined Printer check box is selected in Report Default Parameters.

You may select a different printer by leaving this check box blank and selecting a different printer in Printer Queue.

Note: If you leave this box blank, SBN uses the printer that defaults or that you select in Printer Queue to print the report.

Ready to Print

This box displays a check mark when the report is ready to print.

Exclude Cover Page

Select this check box to remove the cover page from the print job.

Size

Displays the actual size of the report in pages.

Printer Queue

Defaults to the printer queue defined for the report in Report Default Parameters.

You can override the default by selecting a different printer queue from the menu. (This menu originates from program #1559.)

Note: The menu displays only those printers flagged as In Use for the printer profile associated with the report in Report Default Parameters (program #1559).

Print Hold Size

Defaults to the print hold size defined for the report in Report Default Parameters. You can override the default by typing the maximum number of pages to print automatically. If the number of report pages exceeds the hold size, SBN

l    Holds the report in the Report Queue

l    Does not print the report

l    Does not migrate the report to the Done Queue

Note: SBN holds a report with a hold size of 0 (zero) in the Report Queue and NEVER prints the report.

Note: SBN will only email or fax reports

l    Defined with a hold size > 0

l    With a print size that is less than or equal to the hold size

Copies

Defaults to the number of copies of the report to print defined in Report Default Parameters. You can override the default.

Email

When option fe009 is on, you may select a valid email address to which SBN emails the report.  Processing the report with a value in this field hands the report off to your email system. If the report size is larger than the hold size, SBN sends the report to the Report Queue and keeps the report on hold until you release it.

Note: The email function does not support wide reports.

Note: If the report equals 0 pages, excluding cover page, the email will state: �No Data Received.�

Note: SBN will only email or fax reports

l    Defined with a hold size > 0

l    With a print size that is less than or equal to the hold size

Output File

You may type the name of the destination file for output, if desired. The file path must be a directory known to the file server that generates the output.

Email Subject

You may type a subject that appears in the subject line of the email.

Fax

When option fe007 is on and Fax Gateway has been installed on your server, you can type a fax number to which SBN faxes the report. Processing the report with a value in this field hands the report off to the Fax system.

If the report size is larger than the hold size, SBN sends the report to the Report Queue and keeps the report on hold until you release it.

Note: If the report equals 0 pages, excluding cover page, the fax will state: �No Data Received.�

Note: SBN will only email or fax reports

l    Defined with a hold size > 0

l    With a print size that is less than or equal to the hold size

Attachment Type

You may select the format from the drop-down menu to which SBN converts the report when it exports with the email. When you select TXT2, SBN embeds the text of the report into the body of the email.

Note: If you leave this field blank, the report scheduler will use the PDF format.

Zip Attachment

Select this check box to convert the report attachment to a .zip file.

Job Start

Displays the date and time the report began processing.

Job End

Displays the date and time the report finished processing.

Print Start

Displays the date and time the report began printing.

Queue Number

Displays the queue number assigned from the Report Queue.

Report Name
(No label)

Displays the program name of the report, if applicable.

Program

Number

Document Link

Description

Contract Master

548

Contract Master

The report delivery method is based on the Email Invoice, Fax Invoice, or Mail Invoice check box selected in the Billing Accounts tab of this program.

Dealer Profiles

1537

Dealer Profiles

In the Layout field of this program, define which type of layout this report generates: Dealer or Monthly Invoice.

Branch Profiles

1530

Branch Profiles

Limit the report to specific Branches that are defined in this program.

Report Queue

1558

Report Queue

Use this program to view the status of the report you are running. View the report description.

Printer Profile Updates

1559

Printer Profile Updates

Use a defined printer in this program to print reports.

GUI Messages

1606

GUI Messages

Define GUI Messages 9568 - 9589 specific to this report. Contact IBS to make changes to these messages.

Report Default Parameters

1561

Report Default Parameters

Use this program to set the default parameters for each report.

Report Priorities

1509

Report Priorities

Use this program to set the report priority default.

Button

Name

Shortcut Key

Action

Description

Open fields for recurring/template reports

alt+f1

2171

Open fields for recurring/template reports.

Exit without saving

esc

2171

Exit without saving changes to selected record.

Save Existing Record

enter

2171

Save changes to selected record.

Mod Number

Date

Description

n/a

01/21/09

document created

n/a

8/04/14

Images updated.