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How to Generate Financial Reports

 

Financial statements provide a comprehensive overview of your account activity for a specific quarter or year.  To receive financial reports directly in your account at the end of each financial quarter, follow these simple steps to enable this feature:

 

1. Log in to your account and head to the 'Account' section on the left menu.  

2. Select the 'Financial' tab, then click on 'Financial Reports'.  

3. Click 'Enable'.

How-to-Generate-Financial-Reports---014. Confirm your choice by selecting 'Confirm'.  

How-to-Generate-Financial-Reports---022

5. Reports will automatically be generated in both PDF and XLSX formats for all activity from 2021 onward.

6. To download a report, find the one you need and click on your preferred file format.  

How-to-Generate-Financial-Reports---037. Save the file to your device.  

 

Once enabled, any future financial reports will be delivered to your account automatically at the end of each financial quarter.