--- merchant:existing_merchant:selfcare_system:reporting [2021/03/09 13:05]
robinc [Scheduled Reports]
+++ merchant:existing_merchant:selfcare_system:reporting [2021/05/21 17:49]
robinc [Customize your Scheduled Report] updated Report columns
@@ Line 100: / Line 100: @@
 ===== 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.
-<html><img  class="imageReplace img_small" src= "
+  *   • View closed batches by date, on a terminal or all the merchant's terminals that the user as access.
-data/media/merchant/existing_merchant/selfcare_system/reporting_closed_batch-nu.png"/></html>
+  *   • 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.
-\\
+After opening **Closed Batch**, there are 2 tabs at the top: **Batches** and **Transactions**. We cover these separately below.
-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).
-<html><img  class="imageReplace img_small" src= "
-data/media/merchant/existing_merchant/selfcare_system/reporting_closed_batch2-nu.png"/></html>
-\\
+====Batches Tab====
-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)
+{{: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_batch3_advanced-nu.png"/></html>
-\\
+In the graph section, the top menu will provide a summary of the settled transactions for different periods:
-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.
+  *   • 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.
-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.
+Each of these different menus will display graphs according to the period selected.
+{{:merchant:existing_merchant:selfcare_system:closedbatchtab2.png|}}
-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 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.
-<html><img  class="imageReplace img_small" src= "
+The second graph is a pie chart with information about the transactions’ status within the timeframe selected.
-data/media/merchant/existing_merchant/selfcare_system/reporting/nuvei_closed_batch_transaction.png"/></html>
-\\
+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.
-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= "
+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/transaction_detailspiv-nu.png"/></html>
-\\
+{{:merchant:existing_merchant:selfcare_system:closedbatchtab3.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.
+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:
-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.
+{{:merchant:existing_merchant:selfcare_system:closedbatchtab4.png|}}
-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".
+  *   • 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.
+  *   • Expert as CSV: Will export all transactions to a CSV file format.
+The first 2 items will be explored in the Batch Transactions and Batch Summary sections below.
+====Transactions Tab====
+{{:merchant:existing_merchant:selfcare_system:closedbatchtransactions.png|}}
+For the Transactions section, you can locate a transaction using multiple criteria:
+  *   • Terminal ID
+  *   • Order ID
+  *   • Unique Ref
+  *   • Card Number (first 6 and last 4 digits)
+  *   • Transaction Date
+  *   • Cardholder Name
+  *   • Amount
+  *   • Retrieval Number
+Additional search criteria can be added as needed. If the search criteria results in a large amount of data, you will need to narrow your search or utilize Scheduled Reports to retrieve the data. A notification is displayed if you hit the limit on the amount of data that can be retrieved when using the search feature in Closed Batch.
+Schedule Reports can be found under the Reporting Menu in Selfcare.
+{{:merchant:existing_merchant:selfcare_system:closedbatchtransactions2.png|}}
+If any transaction matches the query, the system will display them in the table. Clicking on the left arrow will open additional information about the transaction. The line to the left of the transaction will change colors based on the status of that transaction. Green means the transaction was COMPLETE, yellow means PENDING, red means DECLINED, and gray for any other response. Clicking on Order ID will display the transaction details panel.
+You can quickly perform actions on the transactions listed by clicks on the dots [∙∙∙] menu.
+  *   • View the transaction details
+  *   • Refund the transaction
+  *   • View Sentinel Defend Events (if enabled for your terminal)
+  *   • Resend the cardholder receipt
+  *   • Print receipt
+  *   • Create a Secure Card or Subscription
+{{:merchant:existing_merchant:selfcare_system:closedbatchtransactions3.png|}}
+  *   • **Transaction Details** to view additional information about a transaction
+{{:merchant:existing_merchant:selfcare_system:closedbatchtransactions4.png?400}}
+  *   • **Refund** allows the user to perform a quick refund. The Refund Panel will display details about the transaction and will ask the user the amount and reason for the refund to be performed.
+{{:merchant:existing_merchant:selfcare_system:closedbatchtransactions5.png?400}}
+  *   • **Resend Cardholder Receipt** will open a panel with an input field asking for an email address. The user can click on the Update Cardholder email checkbox to update the email address used during the transaction. Also, in multi-language terminals, it will ask for a Receipt Language.
+{{:merchant:existing_merchant:selfcare_system:closedbatchtransactions6.png?400}}
+  *   • **Print Receipt** will open a panel where the user can select different languages (if available) and two buttons indicating if the user requires a Merchant Copy or a Cardholder Copy.
+{{:merchant:existing_merchant:selfcare_system:closedbatchtransactions7.png?400}}
+  *   • **Create Secure Card** allows the user to create a Secure Card using the same card used to perform the transaction. This is a handy option to create Subscriptions or additional sales using the same card in the future. This is enabled only in certain terminals. If you require this feature, please contact your vendor.
+{{:merchant:existing_merchant:selfcare_system:closedbatchtransactions8.png?400|}}
+  *   • **Create Subscription** after creating a Secure Card, the user can create a Subscription directly on Closed Batch. There is an option to change the Notification Language and to set a specific start and end date.
+{{:merchant:existing_merchant:selfcare_system:closedbatchtransactions9.png?400|}}
+====Batch Summary====
+The Batch Summary will display information about the selected batch. It has the same details as the grouped batch summary covered in the Batch section.
+{{:merchant:existing_merchant:selfcare_system:closedbatchsummary.png|}}
+The first graph for single currency terminals is Net Total, with the total amount settled in the batch 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 display the total amount for each currency.
+The second graph is a pie chart with information about the statuses of the transactions for the selected batch.
+The third graph is the volume of transactions per hour.
+Below the graphs, there is a table with a breakdown of transactions per currency with details about Charged Amount, Charged Transactions, Refunded Amount, Refunded Transactions and Net Total. 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).
+====Batch Transactions====
+{{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab.png|}}
+In the Batch Transactions section you can search for a specific transaction within a batch. It also allows the use of Custom Fields in the search queries. The left bar indicates the status of that transaction and the arrow at the left displays further information about the transaction. Clicking on the Order ID will bring the transaction details.
+For each transaction available on screen, there are a number of actions available. The Actions Menu will appear when the user clicks on the dots [∙∙∙] menu.
+{{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab2.png|}}
+**Transaction Details** to view additional information about a transaction.
+{{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab3.png?400|}}
+**Refund** allows the user to perform a quick refund. The Refund Panal will display details about the transaction and will ask the user the amount and reason for the refund to be performed.
+{{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab4.png?400|}}
+**Resend Cardholder Receipt** will open a panel with an input field asking for an email address. The user can click on the Update Cardholder email checkbox to update the email address used during the transaction. Also in multi-language terminals, it will ask for a Receipt Language.
+{{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab5.png?400|}}
+**Print Receipt** will open a panel where the user can select different languages (if available) and two button indicating if the user requires a Merchant Copy or a Cardholder Copy.
+{{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab6.png?400|}}
+**Create Secure Card** allows the user to create a Secure Card using the same card used to perform the transaction. This is a handy option to create Subscriptions or additional sales using the same card in the future. This is enabled only in certain terminals. If you require this feature, please contact your vendor.
+{{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab7.png?400|}}
+**Create Subscription** after creating a Secure Card, the user can create a Subscription directly on Closed Batch. There is an option to change the Notification Language and to set an specific start and end date.
+{{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab8.png?400|}}
@@ Line 211: / Line 313: @@
 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_columns1.jpg|}}
+  * {{:merchant:existing_merchant:selfcare_system:scheduled_report4.png?300|}}
-  * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_columns2.jpg|}}
-  * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_columns3.jpg|}}
 After selecting all the columns you need, click **Save** at the bottom of the screen to proceed.

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