> For the complete documentation index, see [llms.txt](https://docs.udara360.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.udara360.io/core-features/account/customer-account/account-statement.md).

# Account Statement

The Account Statement page allows you to generate a detailed statement of transactions for any customer account within a specified date range. You can export the statement in your preferred format; PDF, Excel, or Print. This guide will walk you through generating an account statement.

## Accessing The Account Statement

1. Log into the application using your credentials.
2. From the dashboard, navigate to **Accounts** in the side menu.
3. Select **Customer Account** from the dropdown list.
4. Select **Account Statement** from the **Customer Account** dropdown lis&#x74;**.**

<figure><img src="https://4148303057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJO1GSxhJIrS0metPeFt%2Fuploads%2FEAWaGnLEHajR6dKq205F%2FScreenshot%202026-08-08%20001442.png?alt=media&amp;token=54fdb8b5-b223-46a3-a082-f9bfae7bc821" alt=""><figcaption></figcaption></figure>

## **Generate An Account Statement**

To generate a customer's account statement:

1. Enter the **Account Number** for which you want to create a statement.
2. Select the **Start Date** of the period you wish to include in the statement.
3. Select the **End Date** of the period.
4. Under **Choose Export Option**, select your preferred format: **PDF, Excel, or Print**.
5. Click **Generate** to produce the statement.

<figure><img src="https://4148303057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJO1GSxhJIrS0metPeFt%2Fuploads%2F838Zx4Um3bnKJUMc21bm%2FWhatsAppVideo2026-08-08at00.48.21-ezgif.com-optimize.gif?alt=media&amp;token=f2265d38-d68c-47b9-91d3-dcf13002613a" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The export options available to you depend on the permissions assigned to your user role. If an option is not visible, contact your system administrator to verify your role permissions.
{% endhint %}
