Generating Custom Reports

The Custom Report Generator in Authorization & Capture enables you to define the parameters for generating reports. To generate a custom report:

1. From the Reports menu, click Custom Reports.

   

   The Custom Reports page opens.

   

2. Click Custom Reports Generator.

   The Custom Reports Generator page opens.

   

3. Enter a Start Date (this is mandatory) and, if required, an End Date (in mm/dd/yyyy format), or in each case click the calendar icon and then select a date from the pop-up calendar.
4. To generate a report based on a custom hierarchy (if available), from the Custom Hierarchy drop-down list, click the required hierarchy name.

   

5. In the fields provided, select the BIN and type the Agent ID, Chain ID, or Merchant ID on which to query.
   • If you are querying authorization data, at least BIN and Merchant ID are required.
   • If you are querying capture data, at least BIN and Chain ID are required.
   • If you drilled down through the Daily Summary or changed your view to a particular agent, chain, or merchant, some or all of the hierarchy will already be populated in the BIN, Agent ID, Chain ID, and Merchant ID fields.
6. In the Report Title field, type a title. If you do not specify a unique report title, it is called Custom Report by default.
7. In the Select Area panel, select the option for the type of data to report on:
   • Click Authorization Data to query only authorization data.
   • Click Capture Data to query only capture data.
   • Click Both to query both authorization and capture data.

   The fields for reporting (in the lower half of the frame) change to reflect your selection.

   Note: If you select Authorization Data or Both, you can report a 7-day time frame. Additionally, you can report on captured batch data up to 31 days.

8. For each Column Name you want included in your report, make sure the Include check box is selected, and then enter or select any Criteria as required.

   

9. Click Continue.

   The Sort Options page opens.

   

10. Select the Primary Sort (or accept the default), and as required, the Secondary Sort and Tertiary Sort criteria for your report, and select the Ascending or Descending option for each criteria as required.

    Note: The sort options available depend on the Column Names you selected.

11. Click Generate.

    The page for your report opens, once the report has run.

12. As required, download or print the data.

    Click or hover over the Output Services icon , and then click the required option (the options available depend on the data displayed):

    

    • Print Friendly Data: Opens a new browser window containing printer friendly data, which you can print using the browser print function.
    • Download This Data: Enables you to open or save the data in comma separated values (CSV) format.