Viewing / Printing the Account Statement Report

The Account Statement Report provides a list of transactions, for selected accounts, for a specified period of time.
1. From the Account Information menu, select Account Statements, and click Account Statement.
The Account Statement screen will appear.
2. From the Reports dropdown menu, select the Report ID or account number for which you would like to run the report.
3. In the Report Date fields, enter the desired date range for the report.
4. From the Description dropdown menu, select one of the following:
	Full Description	Provides complete text descriptions that match your current account statement.
	Mnemonic and Serial Number	Provides abbreviated text descriptions that contain 3 characters (e.g. Deposit = DEP), and serial numbers, if applicable.

5. Choose how you would like the data to be sorted by selecting the appropriate option from the Sort by dropdown menu.

6. To view the report:

· Click on the View button.

· To view details of a specific transaction click on the transaction under the Description column to access the Transaction Detail screen or the Global Transaction Detail screen.

7. To print the report:

· Click on the Report button to receive a formatted report; or

· Print directly from the browser and receive what is displayed on-screen.

Related Topics

About the Account Statement Report

Customizing the Account Statement Report

Setting an Account Statement Default

Modifying/Deleting a Custom Account Statement Report ID