From the Monthly Statements tab of the Statements page, the available statements are listed, by month, for the selected account(s) in a particular year.
To filter Monthly Statements for a specific period
The list of monthly statements for the selected account(s) in the selected year is displayed.
Note:If there is no statement matching the search criteria, the system displays “_____________”.
Description of the tabular statement
Column Name |
Description |
Statement Date |
Displays the month and year of the statement. |
<View PDF> |
Click View PDF to download the statement. |
Nick Name |
Displays the name of the account. |
Account Number |
Displays the account number. Note:The system displays account number based on the settings in the My Settings page. For more information on settings, see Display Settings. |
Pages |
Displays the number of pages available in the statement. |
Inserts |
You can select an insert from the drop-down menu. The information is displayed in a pop-up window. Note:The system displays No Inserts, if inserts are not available for the statement. |
To sort the data in the statement,
The data is sorted in ascending or descending order.
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