Date Selections allow you to update the title and the date displayed throughout the statement.
The Title appears at the top of each tab in the online statement and on the cover page of the PDF/print version.
The Data as of Date is shown on the Compensation page online and in the footer of the PDF/print statement.
📅 Update Date Selections:
- Go to Design.
- Select Date Selections from the dropdown.
- Click on the field(s) you want to update.
- Click the Save button.
📌 Note: Ensure the date reflects the data period used in the statement.
⏩ Quick Steps: Design → Date Selections → Update Fields → Save