Email Templates List Report

To access this report, go to Reports > Lists > 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/Direct Deposit Employee Vouchers.

 

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

 

You can choose to use the report as-is by selecting Export or View, or make edits to the report by selecting Edit.

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 the Column Heading.

 

The following columns are available to include in the report:

 

Column	Description
Process Type	The process type selected for the email template, such as AR Invoice or Customer Statement. This is the type of form associated to this email template.
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 want 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 displays on the email.
Email Routing Bcc	The Bcc email address entered on the email template for the process type selected. The Bcc email address does not display on the email.
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, 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.

• Select "Do Not Allow Changes to this Report" to 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 "Year End Adjustments" to include year end adjustments on the report. This entry type was designated during transaction entry.

• Select "Open Entries in Detail" to include opening balances (system or user opening entries) in detail.

• Select "Replace total debits and credits with Balance" 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.