BillPay Portal has an Activity Report that provides transaction counts and scheduled payment counts by user. The report requires the use of BillPay Custom Roles with Activity Reporting enabled and BillPay Teams.

High-level setup process for the Activity report

1.Request that B2B Payments enable Activity reporting in your Merchant profile in Merchant Portal.

a.NOTE: If you do not see the BillPay Teams under under the Settings menu, it needs to be enabled by B2B Payments.

2.Create/configure Custom Roles and enable Activity reporting:

a.Add Activity Reporting to Existing Role

b.Create New Roles with Activity Reporting

3.Create Users with BillPay Portal access and assign the custom roles that you created.

4.Create BillPay Teams to provide logical groupings of user activities.