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merchant:existing_merchant:selfcare_system:reporting [2020/04/20 14:00] robinc [Scheduled Report] updated Scheduled Report image |
merchant:existing_merchant:selfcare_system:reporting [2021/03/09 12:23] robinc old revision restored (2020/06/02 17:38) |
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| + | 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|}} | ||
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| + | 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|}} | ||
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| + | 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|}}\\ | ||
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| + | Select **Add Enhanced Data** to enter information to qualify for Level III.\\ | ||
| + | {{:merchant:existing_merchant:selfcare_system:open_batch_add_data.png|}} | ||
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| ===== Closed Batch ===== | ===== Closed Batch ===== | ||
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| {{:merchant:existing_merchant:selfcare_system:reporting:schedule_reports2.jpg|}} | {{:merchant:existing_merchant:selfcare_system:reporting:schedule_reports2.jpg|}} | ||
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| **Creating a Report** | **Creating a Report** | ||
| 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|}} | ||
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| + | **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|}} | ||
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