This is an owner production report, filter by owner and production date. You may choose to print with or without detail. You can also choose to either print all or email to the owners with email addresses defined on the Owner Maintenance.
Note: This report has the ability to be emailed to those with email addresses. A valid email address must be entered on the Purchaser/Operator Maintenance Form - contact info tab, in the Statement E-Mail field.
NOTE: Optional substitution codes can be used to reference a Sub-Account code or the Sub-Account name in the subject line of the email. Simply insert ^9 or ^5 in the subject line of the emailer.
^9 will reference the Sub-Account code in the subject line of the email or to keep from having to remember the substitution code, you can check the box to the right of the Subject Line "Append the customer or investor's Sub-Acct code." If checked, the Sub-Account code will attach to the subject line on each email being sent.
^5 will reference the Sub-Account name in the subject line of the email.
Substitution Codes:
"Append" Box:
