Saving Customer Account Statement Emailed History

1. Open Report Generator

2. Search Customer Account Statements

3. Double-click Customer Account Statements

4. Check Date Range is correct and Click Process Now

5. Click OK

6. Print or Close

7. Print or Close Preview

8. Email Statements

9. Click OK

10. Right click here

11. Click Export to Excel

12. Enter File Name and Save

13. Click Yes

14. Customer Statement Details and Email History will be displayed