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merchant:existing_merchant:selfcare_system:reporting [2021/03/09 10:56] robinc [Customizing Scheduled Reports] Updated downloading and scheduled reports |
merchant:existing_merchant:selfcare_system:reporting [2021/03/09 13:05] robinc [Customize your Scheduled Report] |
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| ===== Scheduled Report ===== | ===== Scheduled Report ===== | ||
| - | Scheduled Reports is a feature designed to facilitate the production of reports from past transactions processed by your terminals. You can create multiple Scheduled Reports 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. | + | 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:scheduled_reports.png|}} | + | {{:merchant:existing_merchant:selfcare_system:reporting:schedule_reports2.jpg|}} |
| 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. | ||
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| ====Creating a Report==== | ====Creating a Report==== | ||
| - | - 1. To create a new report, navigate to the Scheduled Reports section and click **Add 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. |
| - | - 2. Give the report a name and select how often the report will be run, click **Save**. | + | |
| - | {{:merchant:existing_merchant:selfcare_system:reporting:create_scheduled_reports.png|}} | + | 1. Add Report |
| + | * {{: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 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|}} | ||
| + | 3. Click **Save**. | ||
| - | - 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. | + | * 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. |
| + | 4. Select how the Scheduled Report will be delivered and what information will be included in the reports. Click **Delivery Methods**. | ||
| - | - 3. Select how the Scheduled Report will be delivered and what information will be included in the reports. To proceed to the Delivery Methods tab, click **Delivery Methods**. | ||
| - | {{:merchant:existing_merchant:selfcare_system:delivery_scheduled_reports.png| | + | ====Select Report Delivery Options==== |
| - | }} | + | |
| - | + | There are two ways to receive your Scheduled Report, via email and FTP. | |
| - | ====Report Delivery Options==== | + | - 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** | **Email Delivery** | ||
| - | - 1. To receive your Scheduled Report by email, click **E-mail** checkbox. | + | 1. To receive your Scheduled Report by email, select the **E-mail** checkbox. An input field will be shown, add the email address here. |
| - | - 2. 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. |
| - | - *If you want to send to multiple email addresses, click on **Add** and add a new email address. | + | - To remove one of the email addresses, click **Remove**. |
| - | - *If you need to remove one of the email addresses, click **Remove**. | + | - |
| - | - 3. After adding all the email addresses, click **Save**. | + | 2. After you finish adding all the email addresses, click **Save**. |
| - | {{:merchant:existing_merchant:selfcare_system:reporting:email_scheduled_reports.png|}} | + | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_deliveryemail.jpg|}} |
| **FTP Delivery** | **FTP Delivery** | ||
| - | - 1. To receive your Scheduled Report by FTP, click **FTP** checkbox. | + | 1. To receive your Scheduled Report by FTP, click on the **FTP** checkbox. Fill the form with the details from your FTP server. |
| - | - 2. Fill the form with the details from your FTP server. | + | - Currently, the Scheduled Report feature supports accessing FTP servers with username and password. |
| - | - *Currently, the Scheduled Report feature supports accessing FTP servers with username and password. | + | 2. Click **Save**. |
| - | - 3. Click **Save**. | + | |
| - | {{:merchant:existing_merchant:selfcare_system:ftp_scheduled_reports.png|}} | + | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_delivery.jpg|}} |
| - | ====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: | + | ====Customize your Scheduled Report==== |
| - | - **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. | + | 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. | ||
| - | - **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:reporting:schedule_report_builder.jpg|}} |
| + | * {{: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. | ||
| - | {{:merchant:existing_merchant:selfcare_system:customize_scheduled_reports.png|}} | + | ====Completed Scheduled Report==== |
| - | After selecting all the columns needed, click **Save** at the bottom of the screen to proceed. | + | The Scheduled Report is ready and you will receive the report via the selected delivery method. |
| - | + | ||
| - | ====Finished Reports==== | + | |
| - | + | ||
| - | Your 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 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. | - If you have chosen to receive your report by FTP, your report will be available on your FTP server. | ||
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| ====Scheduled Reports==== | ====Scheduled Reports==== | ||
| - | On the Scheduled Report screen there are three different tabs: All, Active and Inactive. | + | On the Scheduled Report page there are three different tabs: All, Active and Inactive. |
| - **Active** will show only the Schedule Reports currently running. | - **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 the **Inactive**. | + | - If you created a Once Off report, after it has been delivered it will be moved to **Inactive**. |
| - | {{:merchant:existing_merchant:selfcare_system:active_scheduled_reports.png|}} | + | **To Edit a Report**: |
| - | **Editing Reports** | + | 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 edit one of the reports, click on its name in the table. This will open a form similar to the one used to create the Scheduled Report. | + | **To Delete a 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. | + | |
| - | - On the Action column, there are different actions available. | + | On the Action column, there are different actions available. |
| - | - If the report is active, you can make it inactive by clicking **Set as Inactive**. | + | - 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 click **Delete Scheduled Report**. | + | - 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|}} | |
| - | {{:merchant:existing_merchant:selfcare_system:set_inactive_scheduled_reports.png|}} | + | |
| ====Downloading Reports==== | ====Downloading Reports==== | ||
| - | |||
| For each Scheduled Report, the latest report is available on Selfcare. | 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. | + | 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. | - 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. | ||
| - | + | \\ | |
| ===== Account Updater ===== | ===== Account Updater ===== | ||