---
title: "Statement Action on CMS Customer Detail Page"
slug: "statement-action-on-cms-customer-detail-page"
updated: 2026-01-30T05:25:00Z
published: 2026-01-30T05:25:00Z
canonical: "zenoplesupport.aqore.com/statement-action-on-cms-customer-detail-page"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://zenoplesupport.aqore.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Statement Action on CMS Customer Detail Page

This feature introduces a new action labeled **“Statement”** on the **CMS Customer Detail page** within Zenople. The purpose of this enhancement is to allow users to **generate and view a customer’s statement directly from their profile**, eliminating the need for navigating multiple screens. This streamlines account management tasks, improves operational efficiency, and ensures quick access to critical financial information.

#### Functionality

1. **Feature Addition**
  - A new action labeled **“Statement”** will be available in the **menu options** on the **CMS Customer Detail page**.
  - This action is accessible for all customers listed in the CMS module.
2. **Behavior**
  - When the user clicks the **“Statement”**action:
    - The system generates a **Customer Statement Report** for the selected customer.
    - The report includes:
      - **Customer ID**: Unique identifier of the customer.
      - **Include Past Due Only**: Displays only past due transactions.
      - **Include Unapplied Cash**: Yes (ensures unapplied cash is reflected in the statement).
    - The generated statement will be displayed on-screen for review and can be exported if needed.
  - Results should align with RMS reporting for consistency.
3. **Applicability**
  - **Module:** CMS (Customer Management System)
  - **Exclusions:** Not applicable to other modules outside CMS.
