--- merchant:existing_merchant:selfcare_system:reporting [2020/04/20 14:38]
robinc [Scheduled Report] Added creating report images
+++ merchant:existing_merchant:selfcare_system:reporting [2021/03/11 16:18]
robinc [Closed Batch] Added Batch tab section
@@ Line 83: / Line 83: @@
 \\
-===== Closed Batch =====
+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|}}
-The **Closed Batch** report provides Merchants with the ability to:
+\\
+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|}}
-  * **I)** View closed batches by day, on a terminal or all the merchant's terminals.
+If a transaction has a red or green status, click from the Action Column to add data.\\
-  * **II)** View transactions on a closed batch with general details.
+{{:merchant:existing_merchant:selfcare_system:reporting:open_batch_action2.png|}}\\
-  * **III)** Export transactions on a closed batch to a CSV file.
-  * **IV)** View net totals.
-  * **V)** Search transactions in closed batches - by transaction info, card details, custom fields or other options.
-  * **VI)** View transaction details.
-  * **VII)** Resend the cardholder receipt copies.
-  * **VIII)** Refund older transactions which have already been settled.
-  * **IX)** Print merchant or cardholder receipts copies.
-You can access the **Closed Batch** by clicking on the "**Reporting**" tab:
+Select **Add Enhanced Data** to enter information to qualify for Level III.\\
+{{:merchant:existing_merchant:selfcare_system:open_batch_add_data.png|}}
-<html><img  class="imageReplace img_small" src= "
-data/media/merchant/existing_merchant/selfcare_system/reporting_closed_batch-nu.png"/></html>
-\\
-You can search for **settled (i.e. closed) transactions** in the "**Find a Transaction**" tab by: Order ID (it's a unique transaction number given by the merchant; i.e. order reference number), unique reference (it's a unique transaction number attributed automatically to each transaction by Nuvei system) or by amount range (the range of the transaction value).
-<html><img  class="imageReplace img_small" src= "
+===== Closed Batch =====
-data/media/merchant/existing_merchant/selfcare_system/reporting_closed_batch2-nu.png"/></html>
-\\
+{{:merchant:existing_merchant:selfcare_system:reporting:closedbatch1.png|}}
-You can also click on the "**Advanced Filter**" tab, where you will be able to broaden the search criteria by: Transaction Date, Operator, Card Types and Transaction Result (e.g approval, referral, decline, void)
-<html><img  class="imageReplace img_small" src= "
+After performing a transaction, the transaction will appear in Open Batch. After settlement, the transaction is moved to Closed Batch and grouped by settlement date.
-data/media/merchant/existing_merchant/selfcare_system/reporting_closed_batch3_advanced-nu.png"/></html>
-\\
+**Closed Batch** is located with the **Reporting** section on Selfcare. Below are the functions available in Closed Batch.
-In closed batch you will be able to view all settlements for the terminal. The transactions are grouped by settlement date/time and the batch will show number and value of: sales per batch, refunds, voids as well as total deposits.
-To view the Batch transaction details simply click on the date of the settlement you wish to view. The batch transaction details include the transactions Time and Date, Order ID, Operator (this is the name of the person who processed the credit card details. It can also be an automatic payment), type of transaction, status, name of cardholder, securely masked card number, amount, and card type.
+  *   • View closed batches by date, on a terminal or all the merchant's terminals that the user as access.
+  *   • View and perform operations (subscriptions, refunds, etc.) for transactions within a closed batch.
+  *   • Export all transactions for a closed batch to a CSV file.
+  *   • View total volume and amount of transactions within a batch and in different periods (day, week, month).
+  *   • Search transactions in multiple closed batches and in different terminals.
+  *   • View transaction details.
+  *   • Refund settled transaction.
+  *   • Resend cardholder receipts.
+  *   • Print merchant or cardholder receipts.
-Below the transactions in the batch you will also see Net Total which will be the sum of all complete transactions on the current page.
+After opening **Closed Batch**, there are 2 tabs at the top: **Batches** and **Transactions**. We cover these separately below.
-<html><img  class="imageReplace img_small" src= "
-data/media/merchant/existing_merchant/selfcare_system/reporting/nuvei_closed_batch_transaction.png"/></html>
-\\
+====Batches Tab====
-Click on the transaction date/time field to see the individual transaction details, as per the screenshots below:
+{{:merchant:existing_merchant:selfcare_system:closedbatchtab.png|}}
-<html><img  class="imageReplace img_small" src= "
+The top of the Batches section will allow you to perform searches to retrieve a particular batch. You can search for a batch on a single terminal or multiple terminals. Search for a specific date or a date range. If your search has any matches, a table will deploy all the results available.
-data/media/merchant/existing_merchant/selfcare_system/transaction_detailspiv-nu.png"/></html>
-\\
+In the graph section, the top menu will provide a summary of the settled transactions for different periods:
-The option to print the **Merchant Receipt** or the **Cardholder Receipt** is available. You can also resend the receipt to the merchant from here.
+  *   • Last Batch: Provides details of the latest settled batch.
+  *   • This Week: Provides details about batches settled within the current week.
+  *   • This Month: Provides details about batched settled in the current month.
-It is possible to **refund** this transaction at this stage, if needed. Click on the "Refund" button in the bottom right corner.
+Each of these different menus will display graphs according to the period selected.
+{{:merchant:existing_merchant:selfcare_system:closedbatchtab2.png|}}
-A completed sale transaction can be refunded only by the operator who is granted permission to perform refunds. Refund controls are not displayed if the logged-on user does not have required permissions.
+The first graph for single currency terminals is Net Total, with the total amount settled in the time frame selected. For multicurrency terminals, the Net Total is displayed in a bar chart indicating the volume of transactions separated by currency; on mouse-over an information bubble will show the total amount for each currency.
-A refund reason should be provided for each refund and refunded amount can be modified, however the refund amount can’t exceed original sale transaction amount. When the refund reason is entered and the amount checked/modified, clicking on the "Refund" button will create a new refund transaction, and this transaction will appear in the terminal Open Transactions list. Refunds can be cancelled at any time up until the Settlement time by marking the transaction as "Void". The refund confirmation screen will appear if the operation was successful. New refund transactions will be settled during the nearest settlement process if it is marked as "Ready".
+The second graph is a pie chart with information about the transactions’ status within the timeframe selected.
+The third graph will indicate the transaction volume per hour, weekday, or day depending on the time frame selected. This data can be used for tracking the impact of marketing efforts, sales events, email campaigns, etc.
-===== Scheduled Report =====
+The next section contains a list with a breakdown of transactions per currency with Charged Amount, Charged Transactions, Refunded Amount, Refunded Transactions, and Net Total details. Clicking on the arrow to the left will break down the transactions for each currency per card brand (only card brands with transactions will display here).
-The **Scheduled Report** feature allows merchants to create their own reports, choosing the criteria used to generate the report, the data present as the result, and the periodicity and way in which the report should be delivered.
+{{:merchant:existing_merchant:selfcare_system:closedbatchtab3.png|}}
-**List of Reports**
+Below the currency breakdown, we find the Batch List of the period range selected (Last Batch, This Week, This Month). This is a list of all batches included in that period range. Clicking on the date will show all transactions included in that particular batch. On the right side, an action menu will appear when the user clicks on the dots [∙∙∙] menu. Three different actions will be presented:
-Merchant can define as many reports as they desire, with different configurations, for different needs.
+{{:merchant:existing_merchant:selfcare_system:closedbatchtab4.png|}}
+  *   • View Batch Transactions: Displays all transactions within the batch. The user can use this or click on the date/time link in the table.
+  *   • View Batch Summary: Displays a summary of the batch with a detailed graph and breakdown of transactions divided by currency.
+  *   • Expert as CSV: Will export all transactions to a CSV file format.
+The first 2 items will be explored in the Batch Transactions and Batch Summary sections below.
+===== Scheduled Report =====
+Scheduled Reports is a feature designed to facilitate the production of reports from past transactions processed by your terminals. Multiple Scheduled Reports can be created to suit your needs and the reports can be delivered by email or FTP. The Scheduled Report feature can be found after logging into the Selfcare system and is located under the Reporting section on the main menu.
 {{:merchant:existing_merchant:selfcare_system:reporting:schedule_reports2.jpg|}}
-**Creating a Report**
+If the Scheduled Report is not available in your terminal, please contact the support team to activate the feature.
+====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.
@@ Line 159: / Line 169: @@
 . Enter Report Info
   * **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, Once Off-custom, up to 12 months).
+  * **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).
+  * *Custom reports may take up to an hour to be delivered.
   * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_info.jpg|}}
-. Select delivery method
+. Click **Save**.
-  *  **Delivery Methods**: only two methods allowed - FTP and E-mail - and both require their specific details.
+  * Please note that if you decided to produce a Once Off report, you will need to set the Start Date and End Date for your report. After the Once Off report is produced and delivered, it will be moved to the Inactive tab in the Schedule Report table.
+. Select how the Scheduled Report will be delivered and what information will be included in the reports. Click **Delivery Methods**.
+====Select Report Delivery Options====
+There are two ways to receive your Scheduled Report, via email and FTP.
+  - You can also receive your report using both options simultaneously.
+  - The reports are available on the Selfcare system in case you lose your email or your FTP server is offline.
+**Email Delivery**
+. To receive your Scheduled Report by email, select the **E-mail** checkbox. An input field will be shown, add the email address here.
+  - To send to multiple email addresses, click **Add** and add a new email address.
+  - To remove one of the email addresses, click **Remove**.
+    -
+. After you finish adding all the email addresses, click **Save**.
+  * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_deliveryemail.jpg|}}
+**FTP Delivery**
+. To receive your Scheduled Report by FTP, click on the **FTP** checkbox. Fill the form with the details from your FTP server.
+  - Currently, the Scheduled Report feature supports accessing FTP servers with username and password.
+. Click **Save**.
   * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_delivery.jpg|}}
-. 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.
+====Customize your Scheduled Report====
+To customize the report with the information that suits your needs, click **Report Builder**. The section is divided into two parts.
+  - **Report Builder**  This functionality allows you to receive only transactions that are relevant for your report, e.g. only transactions with an amount greater than 100. You can add or remove filters clicking the "**+**" or "**-**" buttons.
+  - **Report Columns** In this area, you can choose what information is going to be available on your report. For example, you want to know the Card Type and Cardholder Email of all your transactions. You can also click **Select All** checkbox to receive all columns available in the report.
   * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_builder.jpg|}}
-  * **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|}}
+After selecting all the columns you need, click **Save** at the bottom of the screen to proceed.
+====Completed Scheduled Report====
+The Scheduled Report is ready and you will receive the report via the selected delivery method.
+  - If you have chosen the email delivery option, you will receive an email with a link to your report.
+  - If you have chosen to receive your report by FTP, your report will be available on your FTP server.
+====Scheduled Reports====
+On the Scheduled Report page there are three different tabs: All, Active and Inactive.
+  - **Active** will show only the Schedule Reports currently running.
+  - If you created a Once Off report, after it has been delivered it will be moved to **Inactive**.
+**To Edit a Report**:
+Click on its name in the table. This will open a form similar to the one used to create the Scheduled Report. You can edit the information there, select new delivery methods, add additional emails or just check the information that is being used to create the report.
+  * {{:merchant:existing_merchant:selfcare_system:reporting:edit_schedule_reports.png|}}
+**To Delete a Report**
+On the Action column, there are different actions available.
+  - If the report is active, you can make it inactive by selecting **Set as Inactive**.
+  - In case you no longer need that report to be generated, you can select **Delete Scheduled Report**.
+  {{:merchant:existing_merchant:selfcare_system:set_inactive_scheduled_reports.png|}}
+====Downloading Reports====
+For each Scheduled Report, the latest report is available on Selfcare.
+On the Action column, click on the "**...**" and there will be an option to download the latest report.
+  - The reports are generated in ZIP format containing a CSV file that can be opened in any spreadsheet software such as Microsoft Excel, Google Sheets or Apple Numbers.
 \\

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