reseller:console:reports_merchants

Credit Card Processing by Merchant

Credit Cards by Merchant

This report is more flexible than the simple transaction summary graph because it allows you to determine the date range you would like to display and also allows you to view, print, email, or export the information to your computer in either tab or comma delimited format. See above for more information.

Customize

To customize the report, click the Customize button located at the top left of the list of merchants.

Customize Reports

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.

Reporting On

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

View Date Range

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

Print Report

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

Email Report

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

Export Report

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.

reseller/console/reports_merchants.txt · Last modified: 2009/07/17 09:04 by nell

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