View, Edit, and Delete Statement Templates

Instructions

The Custom Statements screen displays all of your saved custom Activity Statement templates. You can:

  • View all of your saved Activity Statement templates.
  • Edit an existing template.
  • Delete an existing template.
  • Create a new Activity Statement template.

  1. Click Statements & Reporting in the top left corner

  2. If you manage or maintain multiple accounts, the Account Selector opens. Search for and select an account.

    The Statements screen opens.

  3. In the Custom Statements panel, click the + icon.

    Image of the custom statements panel in portal.

    The Custom Statements screen opens. Custom statement and flex query templates are displayed in separate panels.

  4. Each saved custom statement template is displayed on its own expanding and collapsing row. To see all the details about a statement, expand it by clicking on its i icon.
  1. Follow the previous steps.
  2. Click the Edit (pencil) icon and make changes as required.
  1. Follow the previous steps.
  2. Click the x icon. After you delete a template, you can no longer run it.

 

Additional Resources