Run a Report

Run a Report

To run a report:

If you want to run a Merchant level report, search for the merchant to bring it into context.
Hover your mouse pointer over the Reports tab to expand it and reveal the report links available.

Note: The actual reports and functions available will depend on your system setup and user permissions.
Select the link for the report you want to run.
The report page opens in a new window.
Depending on the report you are running, enter any report search criteria and select a Start Date and End Date as required, and then select the refresh icon to run the report and display the filtered results.
Sort the information, if needed.
Click a column header to sort the data in that column. Each click alternates ascending and descending sort.
If the report has a Show Filter Options link, you can filter the report based on specific field values.
If a report has a Show Filter Options link, it means you can filter the report based on specific field values.

To filter a report:
1. Select Show Filter Options.
  
  The page refreshes to show the filter options fields and buttons; for example:
2. Enter information in any of the filter options fields to report on those specific criteria.
3. Select Submit.
  The report refreshes to show the filtered results.
4. Select Reset to return to the original, unfiltered list.
  Tip: To hide the filter options, select Hide Filter Options.
Print or download the report as required.
Use the Output icon to create output from a report that you can print or download.

To create output from a report page containing data:
1. Hover over the Output icon to display the output menu.
2. Click one of the output options:
  - Print Friendly Data: Open, save, and print the data in Portable Document Format (PDF)
  - Download Data - CSV: Open or save the data in Comma-Separated Values (CSV) format.
  - Download Data - Excel: Open or save the data to Excel.
Select Close Window to close the report window when you are finished with the report.