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merchant:existing_merchant:selfcare_system:reporting [2021/03/09 10:22] robinc [Scheduled Report] Updated screenshots |
merchant:existing_merchant:selfcare_system:reporting [2021/03/09 10:42] robinc [Report Delivery Options] Updated customization of scheduled reports |
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| If the Scheduled Report is not available in your terminal, please contact the support team to activate the feature. | If the Scheduled Report is not available in your terminal, please contact the support team to activate the feature. | ||
| - | **Creating a Report** | + | ====Creating a Report==== |
| - 1. To create a new report, navigate to the Scheduled Reports section and click **Add Report**. | - 1. To create a new report, navigate to the Scheduled Reports section and click **Add Report**. | ||
| Line 179: | Line 179: | ||
| + | ====Report Delivery Options==== | ||
| + | |||
| + | **Email Delivery** | ||
| + | |||
| + | - 1. To receive your Scheduled Report by email, click **E-mail** checkbox. | ||
| + | - 2. An input field will be shown, add the email address here. | ||
| + | - *If you want to send to multiple email addresses, click on **Add** and add a new email address. | ||
| + | - *If you need to remove one of the email addresses, click **Remove**. | ||
| + | - 3. After adding all the email addresses, click **Save**. | ||
| + | |||
| + | {{:merchant:existing_merchant:selfcare_system:reporting:email_scheduled_reports.png|}} | ||
| + | |||
| + | **FTP Delivery** | ||
| + | |||
| + | - 1. To receive your Scheduled Report by FTP, click **FTP** checkbox. | ||
| + | - 2. Fill the form with the details from your FTP server. | ||
| + | - *Currently, the Scheduled Report feature supports accessing FTP servers with username and password. | ||
| + | - 3. Click **Save**. | ||
| + | |||
| + | {{:merchant:existing_merchant:selfcare_system:ftp_scheduled_reports.png|}} | ||
| + | |||
| + | ====Customizing Scheduled Reports==== | ||
| + | |||
| + | Now that your delivery methods are set up, we will customize the report with the information for your needs. Click on the **Report Builder** tab. The section is divided into two parts: | ||
| + | |||
| + | - The first part is the Report Builder filter. 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. | ||
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| + | |||
| + | - The second part of this section is the 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 on the **Select All** checkbox to receive all columns available in the report. | ||
| + | |||
| + | |||
| + | {{:merchant:existing_merchant:selfcare_system:customize_scheduled_reports.png|}} | ||
| + | |||
| + | After selecting all the columns needed, click **Save** at the bottom of the screen to proceed. | ||
| ===== Account Updater ===== | ===== Account Updater ===== | ||