Fleet Account Statement (Accounts)
The Fleet Account Statement Report provides the ability to generate a fleet account statement for a specific fleet account or all fleet accounts, for a specified time range.
Fleet Account Statement Settings
The Fleet Account Statement Settings panel provides report parameters for generating the statement.
Statement Period
The Statement Period setting provides the ability to generate the statement for a date range.
Start Date
The Start Date setting provides the ability to specify the day, month, and year for the first day of the statement's date range.
End Date
The End Date setting provides the ability to specify the day, month, and year for the last day of the statement's date range.
Account Name
The Account Name setting provides the ability to generate the statement for all accounts, or just a specific account.
Sort Order
The Sort Order setting provides the ability to specify the column, for example, by user name, by which to sort the data in the statement.
Payment Due Date _ days
The Payment Due Date _ days setting provides the ability to generate the statement for only accounts that have a payment due within the specified days.
Run Report
The Run Report function generates the Fleet Account Statement for the selected settings.
Fleet Account Statement Data
The Fleet Account Statement Report data is organized in a table. It can be re-generated with different settings (Settings...) printed or saved in a CSV file (Save).
Settings... | Print | Save
The Account Sales Report includes functions to re-generate it, send it, print it, or save it.
Settings...
The Settings... function provides the ability to re-generate the report with different settings.
Send
The Send function provides the ability to forward the fleet account statement to the fleet account representative.
The Print function provides the ability to print the currently generated report.
Save
The Save function provides the ability to save the currently generated report in a CSV file.
Updated: 042726