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merchant:existing_merchant:selfcare_system:reporting [2021/03/11 16:54] robinc [Closed Batch] Added Transaction 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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| {{:merchant:existing_merchant:selfcare_system:closedbatchtransactions9.png?400|}} | {{:merchant:existing_merchant:selfcare_system:closedbatchtransactions9.png?400|}} | ||
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| + | ====Batch Summary==== | ||
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| + | 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. | ||
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| + | {{:merchant:existing_merchant:selfcare_system:closedbatchsummary.png|}} | ||
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| + | 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. | ||
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| + | The second graph is a pie chart with information about the statuses of the transactions for the selected batch. | ||
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| + | The third graph is the volume of transactions per hour. | ||
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| + | 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). | ||
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| + | ====Batch Transactions==== | ||
| + | {{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab.png|}} | ||
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| + | 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. | ||
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| + | 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. | ||
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| + | {{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab2.png|}} | ||
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| + | **Transaction Details** to view additional information about a transaction. | ||
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| + | {{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab3.png?400|}} | ||
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| + | **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. | ||
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| + | {{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab4.png?400|}} | ||
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| + | **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. | ||
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| + | {{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab5.png?400|}} | ||
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| + | **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. | ||
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| + | {{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab6.png?400|}} | ||
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| + | **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. | ||
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| + | {{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab7.png?400|}} | ||
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| + | **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. | ||
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| + | {{:merchant:existing_merchant:selfcare_system:closedbatchtransactionstab8.png?400|}} | ||
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| ===== Scheduled Report ===== | ===== Scheduled Report ===== | ||
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| * {{: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. | ||