2017 PP fees

donmyers
Contributor
Contributor

How can  I download the 12 month PP fee history for my files?  Thanks

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1 ACCEPTED SOLUTION

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Snow-Cat
Advisor
Advisor

One option is to download or export your Transaction History, here's how:

* Login to your account.
* Click "Activity"
* Under "Simple" "Detailed"
* Click on "Statements"
* Click on "Activity export"
* Select "Custom Date Range"
* Select your "From" and "To" Dates
* Under File Types for Download - Select "Comma Delimited - All Activity"
* Click "Download History"


What this process does is export your history to a CSV file, you can then use an app like Excel to sort, view, create and print your own reports.

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2 REPLIES 2
Solved

Snow-Cat
Advisor
Advisor

One option is to download or export your Transaction History, here's how:

* Login to your account.
* Click "Activity"
* Under "Simple" "Detailed"
* Click on "Statements"
* Click on "Activity export"
* Select "Custom Date Range"
* Select your "From" and "To" Dates
* Under File Types for Download - Select "Comma Delimited - All Activity"
* Click "Download History"


What this process does is export your history to a CSV file, you can then use an app like Excel to sort, view, create and print your own reports.

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donmyers
Contributor
Contributor

Thanks very much for your rapid reply!  Blessings,

Don

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