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merchant:existing_merchant:selfcare_system:reporting [2021/03/09 13:02] robinc [Scheduled Report] updated content per 228173 |
merchant:existing_merchant:selfcare_system:reporting [2021/03/11 16:02] robinc [Closed Batch] updated section |
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| ===== Closed Batch ===== | ===== 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. |
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| + | * • 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. | ||
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| + | 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= " | <html><img class="imageReplace img_small" src= " | ||
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| 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|}} | ||
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| 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==== | ||