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Accessing activity information

SOLVED
bbm744
Contributor

Accessing activity information

Is there a way to access 2016 activity information.

1 ACCEPTED SOLUTION

Accepted Solutions
Anonymous_User
Not applicable

Re: Accessing activity information

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.)

View solution in original post

Tags (1)
2 REPLIES 2
Anonymous_User
Not applicable

Re: Accessing activity information

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.)

View solution in original post

Tags (1)
bbm744
Contributor

Re: Accessing activity information

Thanks for the help