Customer reports can be created using the Reports (Admin > Master File > Reports) and modified/customized using the Report Manager, report writing tool.

These customer reports include:

• Statements

• Open invoices

• Dunning letters

These reports can be attached to emails in various file types. There are 3 places in which you can determine what file type to send an attached report.

Inside of a manual communication - sending a manual email:

On the "Attachment" tab of a manual communication there is the following option:

The report default file type will be set based on the report selected, but can be changed using the Report Default Output drop-down prior to clicking the Attach Report button:

When logged in as an admin user -

Report Master File: The default output of any report can be set on the report master file (Admin > Master Files > Report)

Action Codes: Action codes can include reports to be included in automated emails. The Report Default Output can also be set on the action code (Admin > Master File > Action Code):

Click here for instructions on how to modify Report Manager reports