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Feature Usage
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The Feature Usage Report allows you to track how many of your merchants are using each of the available gateway packages and the package for which each merchant was billed. You can also customize this report and add all of the elements listed in the table below for a more comprehensive usage report including merchant information such as Total Sales, Number of Transactions, Number of Sources, Customers in Database and more.
This report can be printed, emailed and exported in either tab or comma delimited format.
Feature Usage Available Fields
| Merchant Statistics | |
|---|---|
| Company* | Name of merchant company |
| Used Package* | Gateway package currently in use by that merchant |
| Billed Package* | Gateway package for which merchant has been billed |
| # CC Trans | Total number of credit card transactions completed by merchant |
| # Check Trans | Total number of check transactions completed by merchant |
| # Debit Trans | Total number of debit transactions completed by merchant |
| Total Amounts | Total dollar amount of all transactions completed by merchant |
| Total Sales | Total dollar amount of all sales completed by merchant |
| Total Declines | Total dollar amount of all declines completed by merchant |
| Total Voids | Total dollar amount of all voids completed by merchant |
| Total Credits | Total dollar amount of all credits completed by merchant |
| Customers in DB | Total number of customers in the merchant's Customer Database |
| Customers w/Billing | Number of customers in database enabled for recurring billing |
| Num Batches | Number of batches settled by merchant on a regular basis |
| Num Sources | Number of sources through which merchant passes transactions |
| Num Sources w/Pin | Number of those sources that have an assigned PIN |
| Custom Pay Forms | Number of custom designed pay forms currently in use by merchant |
| Users | Number of users associated with merchant account |
| Batch Uploads | Number of batches uploaded to merchant account |
| Custom Reports | Number of custom reports created and currently in use by merchant |
| Basic Fraud | Number of basic fraud modules assigned to merchant account |
| Advance Fraud | Number of advanced fraud modules assigned to merchant account |
| Merchant Info | Account specific merchant information |
| Merch ID | Merchant identification number |
| Merchant Message | Merchant message (if any) |
| Date Activated | Date on which merchant's account was activated |
| Reseller ID | Identification number of reseller company that activated the merchant account |
| Reseller Company | Name of reseller company that activated the merchant account |
| Deleted | Total number of accounts that have been deleted |
| Active | Total number of accounts that are currently active |
| Last Transid | Identification number of last completed transaction |
| Testmode | Number of accounts in testmode |
| Agree ID | |
| Agree Date | Date on which merchant |
| Delete Date | |
| Call in Pass | Merchant's call in password, if any. The call in password is requested by the customer service agent when a merchant calls customer service for assistance. |
| Max Logins | Maximum number of logins allowed in a 24 hour period |
| Printed | |
| Merchant Contact Info | |
| Contact | Name of contact person at merchant company |
| Street | Street address, line one |
| Street 2 | Street address, line two |
| City | Merchant's city |
| State | Merchant's state |
| Zip | Merchant's zip code (+four) |
| Country | Merchant's country |
| Merchant's primary email address | |
| Alt Email | Merchant's secondary email address |
| Reseller Email | Email of reseller managing the account |
| Fax | Merchant's fax number |
| Phone | Merchant's phone number |
| Mobile Phone | Merchant's mobile phone number |
| Merchant Billing Info | |
| ACH Routing | Merchant's Automated Clearing House routing number |
| ACH Account | Merchant's Automated Clearing House account number |
| ACH Bank | Merchant's Automated Clearing House bank |
| Bank | Merchant's bank |
| Merchant Check Platform | |
| Platform | Merchant's check processing platform |
| Credit Cards Activated | Denotes status of credit card processing |
| Industry | Merchant's industry type (e.g. Restaurant, Retail, Online, etc.) |
| Recurring Mode | Denotes whether merchant account is enabled to process recurring billing |
| Merchant # | Merchant number |
| Merchant ID | Merchant ID number |
| Terminal ID | |
| TSys BIN | |
| TSys Agent | |
| TSys Chain | |
| TSys SID | |
| TSys TID | |
| TSys Merch Name | |
| TSys City | |
| TSys State | |
| TSys City Code | |
| TSys Local Phone | |
| TSys Sevice Phone | |
| Cardinal Enabled | |
| Cardinal Proc ID | |
| Cardinal Merch ID | |
| Pay Tech Client | |
| Pay Tech MerchID | |
| Pay Tech TermID | |
| Global BankID | |
| Global MerchID | |
| Global Term Type | |
| Planet Merchid | |
| Planet User | |
| Planet Pass | |
| Planet TermID | |
| Planet Currencies | |
| Planet Platform | |
| FDMS North MCC | |
| FDMS NorthMid | |
| FDMS North TID | |
| Check Processor | |
| Checks Activated | |
| VeriCheck Tax ID | |
| VeriCheck Pin | |
| VeriCheck MID | |
| VeriCheck Host | |
| Digital EFT user | |
| Digital EFT Password | |
| Digital EFT Filecode | |
| Check Care User | |
| Check Care Password | |
*included by default
Customize
To customize the report, click the Customize button located at the top left of the list of merchants.
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Simply select the fields you would like to include in your report in the left hand column and click the Add button in the middle. To remove fields from your report, select them in the right hand column and click the remove button in the middle. When you are happy with your selections, click the save button at the bottom, or the cancel button to revert to the previous settings.
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You can also determine which reseller accounts to include in your report. At the top of the screen a thin banner will appear, informing you which resellers are currently being included in the merchant activity report. To add resellers to your report, select the fields you would like to include in your report in the left hand column and click the Add button in the middle. To remove resellers from your report, select them in the right hand column and click the remove button in the middle. When you are happy with your selections, click the save button at the bottom, or the cancel button to revert to the previous settings.
View
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To view a selected range of transactions, simply select the start and end dates for the report from the drop down menus at the top left of the screen and click the view button.
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To print the report in the range that is displayed on the screen, click the Print button at the top of the screen. A printer-friendly version of your report will be displayed on the screen, and a printer dialogue box will open. Once you have printed your report, use the back button on your browser to return to the reports screen.
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To email the selected report to yourself, or another recipient, simply click the Email button at the top of the page. A new screen will open with an email form and the report listed below as an attachment. You will need to enter your email and the email address (or addresses) you would like the report sent to. Be sure to separate each email address in the Email To: box with commas, like this: email@emailone.com, email@emailtwo.com.
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Export
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To export the selected report, you must first select the format you would like from the drop down menu near the top right of the screen. You can export the report in either tab or comma delimited format for use in programs such as Microsoft Excel. Then click the Export button and your download will begin immediately.