Statement Detail

The Statement Detail report provides a list of all shipments to a specific customer for a defined time frame. Similar to the Settlement Statement, the Statement Detail is it's counterpart but for your AR.

The report can be found by navigating to Reports > Statement Detail.

Step 1: Set Parameters

In order to run the Statement Detail, a customer must be selected. On the left hand side, there are a variety of filters you can use to refine the results that are returned. The first and most important one being the Customer. In addition to the customer, you have the ability to define a time frame and the way the report is ordered. Naturally, the report will break out the activity by shipment (invoice no), but you have the option of ordering it by date, or group invoice number.

Step 2: Generate

Once the parameters are set, you're ready to generate the report. To do so, click Go.

Step 3: Print and/or Email

The Statement Detail comes equipped with a printable document that you can generate. Once the report is generated, you can either email directly from the system, or generate a printable document. (Both options result in the same document being generated, but the methodology is different)

Additional Info

In addition to the above capabilities, the Statement Detail can be dropped to Excel or CSV, for outside manipulation and distribution (if needed).

If you have additional questions, please contact the Support Team via email to support@cietrade.net.