Generating a Statement

The following procedure describes how to generate a statement.

To generate a statement

  1. Navigate to the Loyalty Members screen.

  2. In the Members list, select the member and click its Member Number (#) hyperlink.

  3. In the Member form, click Generate Statement.

  4. In the dialog box, select the statement type, enter the start date and end date for the statement, and click Submit.

    An electronic record of the statement is created.