Feature Usage

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
Email	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.

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.

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

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.

Print

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.

Email

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.

Export

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.