How do I create a custom Activity Statement?

CREATE CUSTOM ACTIVITY STATEMENTS

Clients can create custom Activity Statement templates from Client Portal:

1. Log into Client Portal.
2. Click Performance & Reports followed by Statements.
3. In the Custom Statements panel, click the Create "+" icon on the right-hand side.
4. Enter a statement name and configure the fields as desired.
5. Click Continue.
6. Click Create and OK.

Additional Information 

• Create a Custom Statement in the Client Portal Users' Guide.