I need to check all my account history. I can’t find the way

aspiresco
New Community Member
Hello. I need to check all my account history and, surprisingly, I can’t find a proper way.
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1 REPLY 1

sharpiemarker
Esteemed Advisor
Esteemed Advisor

@aspiresco 

 

You only go as far back as 7 years in account activity.

 

Go to Activity page and click ‘Statements’ or the ‘download’ button next to the search bar on the right side. When you get to the Reports page, click “Activity Download”. Then set your report parameters and customize report fields.


Kudos & Solved are greatly appreciated. 🙂
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