Create a statement analysis

Statement analyses are run from the individual company profile pages. Therefore, you must first have a profile for the merchant you are running an analysis for.

Step 1:  Hover over the "Add New" button above the navigation menu on the left-hand side of the screen and select Company. If you are on a smartphone, the navigation menu appears at the top of the browser.

Step 2:  Fill out the appropriate fields of the profile, with a minimum requirement of the name of the business.  **Check Spelling!! This name will appear on your proposal!!!**

Step 3:  Click Save and your profile will be created and more info will appear on the right side of the screen.

Step 4:  Once the Company profile is created, go to the "Statement Breakdown" section on the right side of the screen and click on the "add" button and you will arrive at the statement analysis screen.

For more help on Statement Analysis, see our collection of articles covering data Entry, selecting new pricing, and presenting to the merchant.