This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
merchant:existing_merchant:selfcare_system:reporting [2018/12/03 10:26] 127.0.0.1 external edit |
merchant:existing_merchant:selfcare_system:reporting [2021/03/09 12:23] robinc old revision restored (2020/06/02 17:38) |
||
---|---|---|---|
Line 80: | Line 80: | ||
\\ | \\ | ||
- | Depending on your Terminal Settings, Another information might be added to the transaction Details: the **Sentinel Defend Events**. These events are related to the Sentinel Defend feature in your terminal, and are only applied when the feature is used. | + | Depending on your Terminal Settings, Another information might be added to the transaction Details: the **Fraud Solution Events**. These events are related to the Fraud Solution feature in your terminal, and are only applied when the feature is used. |
\\ | \\ | ||
+ | If your terminal is enabled with enhanced data (Level II and III), the Open Batch page will contain columns for Level II and III eligibility by transaction. | ||
+ | {{:merchant:existing_merchant:selfcare_system:reporting:openbatchleveliii.png|}} | ||
+ | |||
+ | \\ | ||
+ | Hover over transaction status for additional information.\\ | ||
+ | {{:merchant:existing_merchant:selfcare_system:reporting:openbatch_red.png|}}{{:merchant:existing_merchant:selfcare_system:reporting:openbatch_green.png|}} | ||
+ | |||
+ | If a transaction has a red or green status, click from the Action Column to add data.\\ | ||
+ | {{:merchant:existing_merchant:selfcare_system:reporting:open_batch_action2.png|}}\\ | ||
+ | |||
+ | Select **Add Enhanced Data** to enter information to qualify for Level III.\\ | ||
+ | {{:merchant:existing_merchant:selfcare_system:open_batch_add_data.png|}} | ||
+ | |||
+ | |||
+ | |||
===== Closed Batch ===== | ===== Closed Batch ===== | ||
Line 148: | Line 163: | ||
Merchant can define as many reports as they desire, with different configurations, for different needs. | Merchant can define as many reports as they desire, with different configurations, for different needs. | ||
- | <html><img class="imageReplace img_small" src= " | + | {{:merchant:existing_merchant:selfcare_system:reporting:schedule_reports2.jpg|}} |
- | data/media/merchant/existing_merchant/selfcare_system/selfcare_reporting_schedulereports_lis-nu.png"/></html> | + | |
**Creating a Report** | **Creating a Report** | ||
Line 155: | Line 169: | ||
To create a report, the Merchant only needs to inform the settings and at the given time, the report is going to be generated and delivered as configured. | To create a report, the Merchant only needs to inform the settings and at the given time, the report is going to be generated and delivered as configured. | ||
- | <html><img class="imageReplace img_small" src= " | + | 1. Add Report |
- | data/media/merchant/existing_merchant/selfcare_system/selfcare_reporting_schedulereports_create-nu.png"/></html> | + | * {{:merchant:existing_merchant:selfcare_system:reporting:add_schedule_report.png|}} |
- | \\ | + | * |
+ | 2. Enter Report Info | ||
* **Report Info**: here you are going to inform the Report Name. | * **Report Info**: here you are going to inform the Report Name. | ||
- | * **Report Schedule**: the Run Report field allows you to inform the periodicity of the report (Daily, Weekly, Monthly). | + | * **Report Schedule**: the Run Report field allows you to inform the periodicity of the report (Daily, Weekly, Monthly, Once Off custom-up to 12 months). |
- | * **Delivery Methods**: only two methods allowed - FTP and E-mail - and both require their specific details. | + | * *Custom reports may take up to an hour to be delivered. |
+ | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_info.jpg|}} | ||
+ | 3. Select delivery method | ||
+ | * **Delivery Methods**: only two methods allowed - FTP and E-mail - and both require their specific details. | ||
+ | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_delivery.jpg|}} | ||
+ | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_deliveryemail.jpg|}} | ||
+ | 4. Build Report | ||
* **Report Builder**: here you can choose, among a set of fields, the data to be used when filtering your report's desired information. | * **Report Builder**: here you can choose, among a set of fields, the data to be used when filtering your report's desired information. | ||
+ | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_builder.jpg|}} | ||
* **Report Columns**: those are the possible fields to appear in your report. | * **Report Columns**: those are the possible fields to appear in your report. | ||
+ | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_columns1.jpg|}} | ||
+ | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_columns2.jpg|}} | ||
+ | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_columns3.jpg|}} | ||
+ | |||
+ | **Edit a Report** | ||
+ | |||
+ | Click on link under Report Name column | ||
+ | * {{:merchant:existing_merchant:selfcare_system:reporting:edit_schedule_reports.png|}} | ||
+ | **Delete a Report** | ||
+ | Click on the horizontal ellipsis to display the options: Set as Inactive and Delete Scheduled Report. | ||
+ | * {{:merchant:existing_merchant:selfcare_system:reporting:delete_schedule_reports.png|}} | ||
\\ | \\ | ||