How To: Statement Generation
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Written by Dani Nabors
Updated over a week ago

Introduction

The Statement Generation tool gives advertisers the ability to generate statements to track spend and account balances without the assistance of the Finance team.

Generating a Statement

  1. Open the navigation panel on the left side of the interface and select 'Funding Activity' from the 'Funding and Finance' section.

  2. Adjust the 'Date Picker' so that the date(s) selected to match the date(s) for which a statement will be generated.

  3. Click on the 'Statements' tab located in the top right corner.

  4. While on the 'Statements' section, a running day over day list of spend, payments and balances will appear based on the date range selected.

  5. Export all rows by clicking 'Export' in the top right corner to generate a CSV report.


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