Accessing activity information

bbm744
Contributor
Contributor

Is there a way to access 2016 activity information.

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Anonymous_User
Not applicable

One option I've used 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 the Format drop down - Select "CSV"
* Click "Create Report"
* When the report is completed - click "Download"

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.  (As I like to create my own spreadsheets - this method works well for me.)

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2 REPLIES 2
Solved

Anonymous_User
Not applicable

One option I've used 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 the Format drop down - Select "CSV"
* Click "Create Report"
* When the report is completed - click "Download"

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.  (As I like to create my own spreadsheets - this method works well for me.)

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bbm744
Contributor
Contributor

Thanks for the help 

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