Statements
Instructions
This screen lets you run statements and create your own customized statements.
Statements Summary Screen
There are four main panels in the Statements summary screen:
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Default Statements: Lets you quickly run default statements over preset time periods.
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Custom Statements: Lets you view and run saved customized statements and flex queries, and create new customized statements and flex queries.
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Statements Delivery: Shows you statements that have already been delivered and gives you the option to enable delivery settings for the reports that are created.
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Third-Party Downloads: The Third-Party Downloads panel lets you download statements to a third-party software. Select the arrow icon to run the statement.
What if I have or manage multiple accounts?
If you have or manage multiple accounts, select one or more account in the Account Selector, which opens automatically when you first access Statements. Open the Account Selector at any time by selecting the List icon in the upper right corner of the screen.