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merchant:existing_merchant:selfcare_system:reporting [2020/06/02 17:38] robinc [Open Batch] |
merchant:existing_merchant:selfcare_system:reporting [2021/03/09 10:22] robinc [Scheduled Report] Updated screenshots |
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| ===== Scheduled Report ===== | ===== 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. 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. |
| + | |||
| + | {{:merchant:existing_merchant:selfcare_system:reporting:scheduled_reports.png|}} | ||
| - | **List of Reports** | + | If the Scheduled Report is not available in your terminal, please contact the support team to activate the feature. |
| - | Merchant can define as many reports as they desire, with different configurations, for different needs. | + | **Creating a Report** |
| - | {{:merchant:existing_merchant:selfcare_system:reporting:schedule_reports2.jpg|}} | + | - 1. To create a new report, navigate to the Scheduled Reports section and click **Add Report**. |
| + | - 2. Give the report a name and select how often the report will be run, click **Save**. | ||
| - | **Creating a Report** | + | {{:merchant:existing_merchant:selfcare_system:reporting:create_scheduled_reports.png|}} |
| - | 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. | + | - 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. |
| - | 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. Select delivery method | ||
| - | * **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|}} | ||
| - | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_deliveryemail.jpg|}} | ||
| - | 4. 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. | ||
| - | * {{: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** | + | - 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**. |
| - | Click on link under Report Name column | + | {{:merchant:existing_merchant:selfcare_system:delivery_scheduled_reports.png| |
| - | * {{:merchant:existing_merchant:selfcare_system:reporting:edit_schedule_reports.png|}} | + | }} |
| - | **Delete a Report** | ||
| - | Click on the horizontal ellipsis to display the options: Set as Inactive and Delete Scheduled Report. | ||
| - | * {{:merchant:existing_merchant:selfcare_system:reporting:delete_schedule_reports.png|}} | ||
| - | \\ | ||
| ===== Account Updater ===== | ===== Account Updater ===== | ||