merchant:console:reports_custom

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merchant:console:reports_custom [2016/05/12 15:08] (current)
charlie created
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 +===== Automated Custom Report Upgrade =====
 +A new feature has been added to the custom report engine. Merchants will now see an additional step (**Step 5: Automated Report**) when creating/​editing a custom report. This feature allows merchants to generate reports on a recurring schedule, and automatically send them to a specified email. Note: This feature is optional, but merchants must have  ‘Custom Reports’ feature enabled on their gateway to access it. To add the ‘Custom Reports’ feature should contact your merchant service provider. ​
 +
 +The “Automated Report” feature is located at at the bottom of the page when editing an existing report OR creating a brand new one.
 +{{:​merchant:​console:​reports_custom:​screen_shot_2016-05-06_at_3.38.55_am-2.png|}}
 +
 +To create an ‘Automated Report’ first follow Steps 1-4 in the custom report engine to specify exactly what to include in the report. When those are done then continue on to the section labeled, ’**Step 5: Automated Report**’ and complete the following fields:
 +
 +**SCHEDULE**- This field indicates how often the report will be generated. Click the arrow to expand the drop down menu and select Daily, Weekly, Bi-weekly, Monthly, Bi-monthly, Quarterly, Bi-annually,​ Annually, First day of the month, or Last day of the month. Only ONE interval can be selected.  ​
 +
 +**RUN AT**- This specifies what time the merchant would like the report to run. Click the drop down menu and select the most convenient time for the reports to be run and sent. Note: The time is Pacific Standard Time (PST), so remember to make the proper adjustment if in another time zone. 
 +
 +**START ON**- Enter the date the merchant would like the automated reports to begin in YYYY-MM-DD format. Remember that the date and time must be in the future.
 +
 +**EMAIL TO**- Enter the email the merchant would like the automated reports to be sent to. Only ONE email can be entered into this field.
 +**
 +EMAIL SUBJECT**- This shows what will appear in the subject line of the email when reports are sent. The default text in this field is ‘Scheduled Report’. The merchant can change this text or remove it all-together. ​
 +
 +After these fields are complete click “Add” on the right hand side of the screen and the parameters for the automated report will appear below as seen in the picture below. If merchant clicks ‘Save’ or ‘Save As’ before clicking ‘Add’ the schedule will NOT be saved and the merchant will need to re-add it.
 +{{:​merchant:​console:​reports_custom:​screen_shot_2016-05-06_at_4.12.41_am.png|}}
 +
 +To send the same report to additional emails repeat the previous steps listed above. To stop an automated report simply click the trash can in the right hand column of the scheduled report. ​
 +
 +//NOTE//: The default time frame for ‘Automated Reports’ is one month, merchant may want re-adjust this window by using the ‘Filter on Field' section of the Custom Reports depending on the ‘Schedule’ selected. For example, if the merchant has indicated the Automated Report should be sent ‘Weekly’ then they would want to restrict the transactions included in the report to those sent within the last week. This assures no overlapping transactions are included in the report. To filter out other transactions use the ‘Filter on Field’ portion of the **Step 1: Filter Transactions** section. The first line of picture below shows the filter that will send a report for only the transactions processed within the last week.
 +{{:​merchant:​console:​reports_custom:​screen_shot_2016-05-10_at_10.00.02_am.png|}}
 +{{ :​merchant:​console:​reports_custom:​screen_shot_2016-05-10_at_10.17.01_am.png|}}
 +
 +This table shows the text to enter into the far right field of the ‘Filter on Field’ section for each ‘Schedule’ if the merchant does not want transactions in the Automated Reports to overlap. Reports with with ‘Schedule’ Monthly, First Day of Month, or Last Day of the Month are NOT included since the default time frame of the Automated Report is one month and a filter is not required to restrict overlapping transactions.
 +
 +
 +When finished editing report click ‘Save’ at the bottom of the page to save report. ​
 +
 +**Affected Merchants**
 +-Merchants who use the custom reports section of the merchant console.
 +
 +**Processing Impact**
 +-This release does not directly affect the processing of payments.
  
merchant/console/reports_custom.txt · Last modified: 2016/05/12 15:08 by charlie

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