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merchant:existing_merchant:selfcare_system:reporting [2021/03/09 10:22] robinc [Scheduled Report] Updated screenshots |
merchant:existing_merchant:selfcare_system:reporting [2021/03/09 10:35] robinc [Scheduled Report] Updated Delivery Options for Scheduled reports |
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If the Scheduled Report is not available in your terminal, please contact the support team to activate the feature. | If the Scheduled Report is not available in your terminal, please contact the support team to activate the feature. | ||
- | **Creating a Report** | + | ====Creating a Report==== |
- 1. To create a new report, navigate to the Scheduled Reports section and click **Add Report**. | - 1. To create a new report, navigate to the Scheduled Reports section and click **Add Report**. | ||
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+ | ====Report Delivery Options==== | ||
+ | |||
+ | **Email Delivery** | ||
+ | |||
+ | - 1. To receive your Scheduled Report by email, click **E-mail** checkbox. | ||
+ | - 2. An input field will be shown, add the email address here. | ||
+ | - *If you want to send to multiple email addresses, click on **Add** and add a new email address. | ||
+ | - *If you need to remove one of the email addresses, click **Remove**. | ||
+ | - 3. After adding all the email addresses, click **Save**. | ||
+ | |||
+ | {{:merchant:existing_merchant:selfcare_system:reporting:email_scheduled_reports.png|}} | ||
+ | |||
+ | **FTP Delivery** | ||
+ | |||
+ | - 1. To receive your Scheduled Report by FTP, click **FTP** checkbox. | ||
+ | - 2. Fill the form with the details from your FTP server. | ||
+ | - *Currently, the Scheduled Report feature supports accessing FTP servers with username and password. | ||
+ | - 3. Click **Save**. | ||
+ | |||
+ | {{:merchant:existing_merchant:selfcare_system:ftp_scheduled_reports.png|}} | ||
===== Account Updater ===== | ===== Account Updater ===== |