This topic describes the systematic instruction to generate account statement based on a given date range or selected period on the account holder’s request.

1. On the Home screen, from Retail Account Services, under Statement, click Ad hoc Account Statement, or specify the Ad hoc Account Statement in the Search icon bar.
   Ad hoc Account Statementscreen is displayed.

   Figure 3-45 Ad hoc Account Statement

   
   Description of "Figure 3-45 Ad hoc Account Statement"
2. Enter the Account Number.
   Ad hoc Account Statement details are displayed.

   Note:

   Account statement details get displayed if any statement is generated today.

   Figure 3-46 Ad hoc Account Statement Details

   
   Description of "Figure 3-46 Ad hoc Account Statement Details"
3. On the Ad hoc Account Statement screen, specify the fields. For more information on fields, refer to the field description table below.

   Table 3-26 Ad hoc Account Statement - Field Description

   Field	Description
   Search By	Users can search for an account number by using any of the available search criteria. The account number is set as the default search option. Users can specify the account number directly in the adjacent field or search for an account number by clicking the Search icon. Users can also search for the specific account number by providing customer ID, account number, or account name. Other search options available in the Search by field are Customer ID, SSN, Mobile Number, and Email. A specific customer ID can be searched by providing the customer name or customer ID. If SSN, mobile, or email IDs are chosen to find an account number, the respective IDs have to be input entirely in the adjacent field for the system to display the account number. For a given search criteria, multiple account numbers may be linked. For example, two or more account numbers can be linked to a single mobile number. In such cases, the system displays all the account number matches and the user can select the relevant account number on which to perform a servicing operation. Note: The label of the field adjacent to the Search by field changes dynamically. For example, if the Account number is chosen as the search criteria, the label of the adjacent field is displayed as the Account Number. If SSN is chosen as the search criteria, then the adjacent field would display the label as SSN.
   Period	Users can select the period for account statement generation from the drop-down list. The drop-down lists the below values: Date Range Last Month Last 2 Months Last 3 Months Last 6 Months When you select the Date Range in the Period drop-down, you can specify the account statement generation date manually. When you select the Last Month or Last 2 Months or Last 3 Months or Last 6 months in the Period drop-down, the Date Range field defaults, and the user cannot modify the date. For Example: If the user selects the Period drop-down as Last Month, the date will be default as last one month from the current date. If the user selects the Period drop-down as Last 2 Months, the system defaults the account statement generation date as last 2 months from the current date, and the user cannot modify the date. If the user selects the Period drop-down as Last 3 Months, the system defaults the account statement generation date as last 3 months from the current date, and the user cannot modify the date. If the user selects the Period drop-down as Last 6Months, the system defaults the account statement generation date as last 6 months from the current date, and the user cannot modify the date.
   Date Range	Click the calendar and specify the from date and to date. Note: The Date Range cannot be blank and less than from date.

4. On the Ad hoc Account Statement screen, click Generate button to generate the account statement for selected period.
5. On the Generated Account Statement, the following details are displayed:
   • Statement Period
   • Document Reference
6. Click the Action icon to view, or print the generated account statement.