Custom Reports

You can create and run custom reports, defining parameters to find specific information.

To generate a custom report:

1. Change your view as required.
2. From the Reports menu, click Custom Reports.

   

   The Custom Reports page opens.

   

3. Click Custom Reports Generator.

   The Custom Reports Generator page opens.

   

4. Enter the basic information for your report in these fields:
   • Start Date: This field is mandatory.

     To view data for a different date or date range:

     1. In the Date, Start Date, or End Date field, type a date, or click the calendar icon and then select a date from the pop-up calendar.

        

     2. Click the Refresh icon.

        The page refreshes to display data for the selected date or date range.

   • End Date

     To view data for a different date or date range:

     1. In the Date, Start Date, or End Date field, type a date, or click the calendar icon and then select a date from the pop-up calendar.

        

     2. Click the Refresh icon.

        The page refreshes to display data for the selected date or date range.

   • Group ID
   • Association ID
   • Merchant ID
   • Report Title: This field is mandatory; specify a unique report title, or accept the default Custom Report.

     Note: You must enter a Group ID, an Association ID, or a Merchant ID; one or more of these fields may already be populated, depending on the entity last specified at the Summary page.

     Tip: You can enter at least the first three characters of the Group ID, Association ID, or Merchant ID and then click Search to search for and list the matches, and then click the appropriate match to populate the corresponding field.

5. In the Select Area panel, select the option for the type of data to report on:
   • Settlement
   • Batch
   • Interchange
   • Deposits

     Note: The option you select will determine the Column Names available for inclusion in your report.

6. For each Column Name you want included in your report, select the Include check box, and then enter any Criteria as required.
7. Click Continue.

   The Sort Options page opens.

   

8. 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.

9. Click Generate.

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

10. 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.