Plan Report Statements are generated and emailed to selected recipients on the 1st of each month. They show the Plan Activity for the previous month. Generate a Statement for a selected Date Range
View previously generated Statements
You can access all previously generated Statements for all your associated Participants.
- Select Statements from the main menu
- if required, use the Search Options to refine your view
- Click on the Statement ID to open or download the PDF version of the Statement
Generate a Statement by Date Range
To generate a Statement for a specific date range:
- navigate to Participants in the main menu
- Click on the ellipses buttons to the right of the participant line
- Click Statement by Date Range
You can select an older plan if required:
Select the date range:
The Statement will generate and download as a .pdf to your device.
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