Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
|
merchant:existing_merchant:selfcare_system:reporting [2021/03/09 13:02] robinc [Scheduled Report] updated content per 228173 |
merchant:existing_merchant:selfcare_system:reporting [2021/03/09 13:05] robinc [Customize your Scheduled Report] |
||
|---|---|---|---|
| Line 211: | Line 211: | ||
| To customize the report with the information that suits your needs, click **Report Builder**. The section is divided into two parts. | 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 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 on the "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 **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_builder.jpg|}} | ||
| Line 241: | Line 241: | ||
| 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 on "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 on "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==== | ||