Statements

The Statements report allows you to print Loan Processing statements.

Report Preferences

Complete the following report preferences as needed:

1. Statement Date
2. First Payment: Select the first payment date range from which you want to view statements. Additional date filters may appear depending on the option you choose.
3. Having Transactions: Select the date range within which a loan must have transactions for a statement to be generated. Additional date filters may appear depending on the option you choose.
4. Account Type: Select Show All or the account type from which you want to generate statements.

Note: A zero-balance invoice is an invoice that never becomes an open invoice; it has both positive and negative detail lines that sum to zero, or detail lines with no amounts. Examples include a scholarship that the church gives a person for a seminar it is sponsoring, or an item of a certain monetary value given as part of a bookstore purchase.

Report

1. Click the Run Report button to generate a preview of the report. Refer to the Report Preview help page for more information. Click the Clear Preferences link to reset all report preferences to their default values if needed.
2. Click the Close Report button to return to the dashboard.

Updated July 15, 2026 04:06