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| Both sides previous revision Previous revision Next revision | Previous revision Last revision Both sides next revision | ||
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merchant:existing_merchant:selfcare_system:reporting [2021/03/11 16:18] robinc [Closed Batch] Added Batch tab section |
merchant:existing_merchant:selfcare_system:reporting [2021/05/21 17:49] robinc [Customize your Scheduled Report] updated Report columns |
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| The first 2 items will be explored in the Batch Transactions and Batch Summary sections below. | 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|}} | ||
| + | |||
| ===== Scheduled Report ===== | ===== Scheduled Report ===== | ||
| Line 212: | Line 317: | ||
| * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_builder.jpg|}} | * {{: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. | After selecting all the columns you need, click **Save** at the bottom of the screen to proceed. | ||