--- merchant:existing_merchant:selfcare_system:reporting [2021/03/09 12:23]
robinc old revision restored (2020/06/02 17:38)
+++ merchant:existing_merchant:selfcare_system:reporting [2021/03/11 16:02]
robinc [Closed Batch] updated section
@@ Line 100: / Line 100: @@
 ===== Closed Batch =====
-The **Closed Batch** report provides Merchants with the ability to:
+{{:merchant:existing_merchant:selfcare_system:reporting:closedbatch1.png|}}
-  * **I)** View closed batches by day, on a terminal or all the merchant's terminals.
+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.
-  * **II)** View transactions on a closed batch with general details.
-  * **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:
+**Closed Batch** is located with the **Reporting** section on Selfcare. Below are the functions available in Closed Batch.
+  *   • 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.
+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= "
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 ===== Scheduled Report =====
-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.
+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.
-**List of Reports**
+{{:merchant:existing_merchant:selfcare_system:reporting:schedule_reports2.jpg|}}
-Merchant can define as many reports as they desire, with different configurations, for different needs.
+If the Scheduled Report is not available in your terminal, please contact the support team to activate the feature.
-{{:merchant:existing_merchant:selfcare_system:reporting:schedule_reports2.jpg|}}
-**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.
@@ Line 177: / Line 179: @@
   * *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.
-  * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_delivery.jpg|}}
+  * 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|}}
-. 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.
+**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|}}
+====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|}}
-**Edit a Report**
+After selecting all the columns you need, click **Save** at the bottom of the screen to proceed.
-Click on link under Report Name column
+====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|}}
-**Delete a Report**
+**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|}}
-Click on the horizontal ellipsis to display the options: Set as Inactive and Delete Scheduled Report.
+====Downloading Reports====
-  * {{:merchant:existing_merchant:selfcare_system:reporting:delete_schedule_reports.png|}}
+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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