FAQ: How Do I Generate Account Statements? (Version 2+)
- This tutorial covers the steps to generate account statements.
- To get started, you have to login to CRM.
- After logging in, click on the username dropdown on the upper right corner of the screen.
- You will be directed to My Account tab/page.
- Click on the Generate Statement button on the lower right of the screen.
- Enter the date range you want to generate statement for in the pop up window.
- Click on Generate after you enter the date range.
- The statement will be downloaded in a PDF format to your device for you to view.