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Monthly Financial Reports

The following Monthly Financial Reports are available to you to download as PDF and TXT statements that detail your account activity for the prior calendar months:

  • Monthly Invoice (if applicable).
  • Monthly Statements by Account.
  • Monthly Activity Report.

To run your monthly reports, go to the Reports tab and select “Monthly Financial Reports.”

Please note: All Account Performance Reports will be displayed according to the time zone in which the account is based. However, Billing Reports will be generated in the Pacific time zone, which may lead to some discrepancies between your Performance and Billing Reports.

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