merchant:console:reports:report

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merchant:console:reports:report [2008/07/01 07:55] (current)
nell created
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 +====== Merchant Console Custom Reports ======
  
 +
 +===== Viewing Your Report =====
 +
 +
 +|{{:​merchant:​console:​reports:​custrep.gif|}}|
 +
 +The default view will include the transactions from the most recent month. To view a different group of transactions,​ select the date range you wish to view by entering the start and end dates in the fields provided near the top left of the screen. Or simply click on the calendar icon to select each date from a pop-up calendar. Or choose a date range from the presets dropdown menu at the top left.
 +
 +|{{:​merchant:​console:​reports:​cal.gif|}}|
 +
 +Once you have selected the dates you want, click on the View button to generate your new report. Once it has loaded you will be able to Print, Email and Export the report.
 +
 +===== Emailing Your Report =====
 +
 +To email a copy of the report to yourself, or to a colleague, click the Email button at the top of the page. A new page will load with an email form and the report included as an attachment. Filling the email addresses of the intended recipients, making sure to separate multiple email addresses with commas (e.g. me@myemail.com,​ joe@joesemail.com,​ frank@franksemail.com).
 +
 +Then click the Send Email button to email the report, or Return to Reports to go back without sending.
 +
 +|{{:​merchant:​console:​reports:​emailrep.gif|}}|
 +
 +===== Printing Your Report =====
 +
 +To print your report, click the Print button at the top of the page. A printer-friendly version of the report will load and a printer dialog will open. Click Print to proceed, then use the back button on your browser to go back to the report section of your console. ​
 +
 +===== Exporting Your Report =====
 +
 +To export your report, select a file format (comma or tab delimited) from the drop down menu at the top of the screen and click the Export button to export your report and save it to your computer. The report will be downloaded to your hard drive where you can then open it using Microsoft Excel or another program.
merchant/console/reports/report.txt ยท Last modified: 2008/07/01 07:55 by nell

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