Email Templates List Report

To access this report, go to Reports>Payroll>List Reports>Email Templates List

Use this report to print email template information. Email templates were created for Accounts Receivable Billing Invoices and Customer Statements, as well as Payroll Employee Vouchers.

You can choose to use the report as-is by clicking or , or make edits to the report by clicking .

Tip: If you're not familiar with the MIP Cloud Report Builder interface, see Report Builder for an introduction.

If you choose to make edits to the report, the Report Builder page will display. From this page, use the Setup tab to choose the columns you'd like to appear on the report. You can rename the columns under Column Heading.

Current Transaction dates are required to specify the date range for data included in the report. Enter these dates on the Setup tab.

 

The following fields are available to include in the report:

Process Type The process type selected for the email template, such as AR Invoice, Customer Statement, or Payroll Employee Vouchers.
Process Template The process template is the type of email being composed. <Default> is the generic or standard email format that can be sent to any customer who wants their statements or invoices emailed. Process Templates can also be customized based on process type and even each individual customer.
Email Routing From The "From" email address entered on the email template.
Email Routing Cc The Cc email address entered on the email template. The Cc email address is visible to the email recipient.
Email Routing Bcc The Bcc email address entered on the email template. The Bcc address is not visible to the email recipient.
Email Content Subject The subject line entered on the email template for the process type selected.
Email Content Message The message included in the email for the process type selected.

 

Use the Filter tab to narrow down and define the data using the available filters.

Use the Options tab to Summarize Amounts on the report, to implement security features, and more.

  • Select "Summarize Amounts" to add amounts together and display one line item with the total amount. All document information must be identical for the system to add items together

  • You can secure the report so that other users cannot save their changes to it. This option can only be undone by the user that locked the report.

  • Select the "Year End Adjustments" option to include year end adjustments on the report. This entry type was designated during transaction entry.

  • Select the "Replace total debits and credits with Balance" option to show the net amount for each segment where totals have been requested. Otherwise, the report displays the total debits and total credits for each segment.

  • Select "Suppress Lines with All Zeros" so that documents with zero amounts do not print. This eliminates records having zero in all amount columns. If it is not selected, every line prints, even if it has a zero value.

Use the Layout tab to change the font and page setup for a report.