Create a Custom Statement

You create and save your own custom statement templates that let you choose which sections to include in an Activity Statement, as well as select additional statement options on the Custom Statements screen.

You can also view, edit and delete saved custom statement templates on the Reports > Custom Statements screen.

When you create a custom statement template, you do not save the period or date with the template. You select these options when you run the statement from the Statements screen.