FAQ: How Do I Generate Account Statements? Cassie Aguilar Updated March 26, 2020 16:27 Follow Log in to your account. Click your account menu and select 'My Account'. On the left-hand panel, select 'My Account' At the bottom right-hand corner Select 'Generate Statement' Set the date range of your statement Click 'Generate' and save the file. Related articles FAQ: How do I update my Credit Card on file? CRM Getting Started Guide for System Administrators (Version 2+) List of Email Notifications Managing Account Users and their Roles FAQ: How do I upload my organization logo? Comments 0 comments Article is closed for comments.