Account

Select memos on a specific Account for the module, such as AR Customers in AR Memo Report. If this selection is left blank, will report on memos across all accounts.

Code

The code for memos. For example, if you are looking for a report of memos for a Customer, set the Account to AR Customers, then can type or select the Customer Code.

Type

Select to report on Memos, Alarms and / or Reminders.

Target User Code

The User or User Group the Alarms or Reminders are be reported for.

Reference

Restrict to memos containing a particular reference.

Date - From / To

Select memos with dates within a set range.

Action Date - From / To

Select memos with Action Dates within a set range.

Memo Category 1 and 2

Select or enter Memo Categories.

Display inactive memos

Selected, Inactive memos will be included in the report.

Display inactive accounts

Selected, memos for inactive accounts will be included in the report.