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merchant:existing_merchant:selfcare_system:reporting [2021/03/11 16:02] robinc [Closed Batch] updated section |
merchant:existing_merchant:selfcare_system:reporting [2021/03/11 16:18] robinc [Closed Batch] Added Batch tab section |
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| After opening **Closed Batch**, there are 2 tabs at the top: **Batches** and **Transactions**. We cover these separately below. | 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= " | ||
| - | data/media/merchant/existing_merchant/selfcare_system/reporting_closed_batch-nu.png"/></html> | ||
| - | \\ | + | ====Batches Tab==== |
| - | You can search for **settled (i.e. closed) transactions** in the "**Find a Transaction**" tab by: Order ID (it's a unique transaction number given by the merchant; i.e. order reference number), unique reference (it's a unique transaction number attributed automatically to each transaction by Nuvei system) or by amount range (the range of the transaction value). | + | {{:merchant:existing_merchant:selfcare_system:closedbatchtab.png|}} |
| - | <html><img class="imageReplace img_small" src= " | + | The top of the Batches section will allow you to perform searches to retrieve a particular batch. You can search for a batch on a single terminal or multiple terminals. Search for a specific date or a date range. If your search has any matches, a table will deploy all the results available. |
| - | data/media/merchant/existing_merchant/selfcare_system/reporting_closed_batch2-nu.png"/></html> | + | |
| - | \\ | + | In the graph section, the top menu will provide a summary of the settled transactions for different periods: |
| - | You can also click on the "**Advanced Filter**" tab, where you will be able to broaden the search criteria by: Transaction Date, Operator, Card Types and Transaction Result (e.g approval, referral, decline, void) | + | * • Last Batch: Provides details of the latest settled batch. |
| + | * • This Week: Provides details about batches settled within the current week. | ||
| + | * • This Month: Provides details about batched settled in the current month. | ||
| - | <html><img class="imageReplace img_small" src= " | + | Each of these different menus will display graphs according to the period selected. |
| - | data/media/merchant/existing_merchant/selfcare_system/reporting_closed_batch3_advanced-nu.png"/></html> | + | {{:merchant:existing_merchant:selfcare_system:closedbatchtab2.png|}} |
| - | \\ | + | The first graph for single currency terminals is Net Total, with the total amount settled in the time frame selected. For multicurrency terminals, the Net Total is displayed in a bar chart indicating the volume of transactions separated by currency; on mouse-over an information bubble will show the total amount for each currency. |
| - | In closed batch you will be able to view all settlements for the terminal. The transactions are grouped by settlement date/time and the batch will show number and value of: sales per batch, refunds, voids as well as total deposits. | + | |
| - | To view the Batch transaction details simply click on the date of the settlement you wish to view. The batch transaction details include the transactions Time and Date, Order ID, Operator (this is the name of the person who processed the credit card details. It can also be an automatic payment), type of transaction, status, name of cardholder, securely masked card number, amount, and card type. | + | The second graph is a pie chart with information about the transactions’ status within the timeframe selected. |
| - | Below the transactions in the batch you will also see Net Total which will be the sum of all complete transactions on the current page. | + | The third graph will indicate the transaction volume per hour, weekday, or day depending on the time frame selected. This data can be used for tracking the impact of marketing efforts, sales events, email campaigns, etc. |
| - | <html><img class="imageReplace img_small" src= " | + | The next section contains a list with a breakdown of transactions per currency with Charged Amount, Charged Transactions, Refunded Amount, Refunded Transactions, and Net Total details. Clicking on the arrow to the left will break down the transactions for each currency per card brand (only card brands with transactions will display here). |
| - | data/media/merchant/existing_merchant/selfcare_system/reporting/nuvei_closed_batch_transaction.png"/></html> | + | |
| - | \\ | + | {{:merchant:existing_merchant:selfcare_system:closedbatchtab3.png|}} |
| - | Click on the transaction date/time field to see the individual transaction details, as per the screenshots below: | + | |
| - | <html><img class="imageReplace img_small" src= " | + | Below the currency breakdown, we find the Batch List of the period range selected (Last Batch, This Week, This Month). This is a list of all batches included in that period range. Clicking on the date will show all transactions included in that particular batch. On the right side, an action menu will appear when the user clicks on the dots [∙∙∙] menu. Three different actions will be presented: |
| - | data/media/merchant/existing_merchant/selfcare_system/transaction_detailspiv-nu.png"/></html> | + | |
| - | \\ | + | {{:merchant:existing_merchant:selfcare_system:closedbatchtab4.png|}} |
| - | The option to print the **Merchant Receipt** or the **Cardholder Receipt** is available. You can also resend the receipt to the merchant from here. | + | |
| - | It is possible to **refund** this transaction at this stage, if needed. Click on the "Refund" button in the bottom right corner. | + | * • View Batch Transactions: Displays all transactions within the batch. The user can use this or click on the date/time link in the table. |
| - | + | * • View Batch Summary: Displays a summary of the batch with a detailed graph and breakdown of transactions divided by currency. | |
| - | A completed sale transaction can be refunded only by the operator who is granted permission to perform refunds. Refund controls are not displayed if the logged-on user does not have required permissions. | + | * • Expert as CSV: Will export all transactions to a CSV file format. |
| - | + | ||
| - | A refund reason should be provided for each refund and refunded amount can be modified, however the refund amount can’t exceed original sale transaction amount. When the refund reason is entered and the amount checked/modified, clicking on the "Refund" button will create a new refund transaction, and this transaction will appear in the terminal Open Transactions list. Refunds can be cancelled at any time up until the Settlement time by marking the transaction as "Void". The refund confirmation screen will appear if the operation was successful. New refund transactions will be settled during the nearest settlement process if it is marked as "Ready". | + | |
| + | The first 2 items will be explored in the Batch Transactions and Batch Summary sections below. | ||
| ===== Scheduled Report ===== | ===== Scheduled Report ===== | ||