The current design of the Reporting|Debtors screen is such that it looks for the Opening Balance transaction prior to the specified Statement Date and prints all the transactions between that date and the Statement Date.

It is thus not possible to generate a statement that includes transactions prior to the Opening Balance immediately prior to the Statement Date.

To remedy this deficiency, I built an Extended Statement report (see http://www.openvpms.org/customisation/extended-statement ) which is in use by a number of practices.

I really need to update this to use the new 1.9 Letterhead & Document Control facility (see http://www.openvpms.org/documentation/csh/1.9/admin/template/letterhead ).  However, this is going to be a pig of a job in the SQL datasource environment because I cannot use all the JXPath functions that make it easy in the non-SQL environment.

Hence the suggestion: add a From Date to the Reporting|Debtors screen and adjust the code so that it looks for the Opening Balance transaction prior to the From Date rather than the Statement Date.

The Statement.jrxml would need an adjustment to suppress all Closing Balance transactions and all but the first Opening Balance transactions - but I can do that.

I suppose that the other tweak needed is the ability to select the current customer irrespective of their balance, so that if the customer says "I want a statement from 1/1/2014 onwards" that you can do this even though their current balance is $0.

Regards, Tim G