Dashboard

Account Statement addon WHMCS
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The Dashboard is the home page of the module, available at: Addons > PUQ Account Statement > Dashboard
It provides a complete overview of your statement activity — key metrics, quick generation, recent statements, and upcoming schedules.

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Key Metrics
The top section displays summary cards with color-coded borders:

Metric
Description

This Month Statements
Number of statements generated in the current month

Total Statements
Total number of saved statements in the archive

Active Schedules
Number of currently active automatic schedules

Next Scheduled Run
Date and time of the next scheduled statement generation

Quick Generate
A search panel for quickly generating a statement for a specific client:

Start typing a client name or email in the search field
Select the client from the dropdown results (powered by Select2 with AJAX search)
Click Generate to navigate to the Generate page with the client pre-selected

Recent Statements
A table showing the 10 most recently generated statements:

Column
Description

Date
When the statement was generated

Client
Client full name

Period
Statement date range (from — to)

Generated By
How the statement was created: manual, schedule, or bulk

Actions
View button to open the saved statement

Upcoming Schedules
A table showing up to 5 active schedules with their next run times:

Column
Description

Name
Schedule name

Frequency
How often it runs (Daily, Weekly, Monthly, Quarterly, Yearly)

Next Run
Date and time of the next execution

Status
Badge: Active (green) or Inactive (gray)