reseller:console:reports:index

Reports

The Reports section of your Reseller console allows you to view, download and print a variety of pre-made reports, as well as create your own custom designed reports.

Pre-Made Reports

The console includes several different reports designed to provide you with the basic reporting tools you need to manage your reseller account. These reports can be viewed on your screen with the click of a button, emailed to one or more email addresses, or downloaded onto your computer and saved or printed for future reference.

There are two types of pre-made credit card reports, the Transaction Summary report, which is a visual graph displaying all merchant credit card activity for the past year, and the Merchant Sales Activity report, which displayed all merchant credit card activity over the last month (or another selected time period) and can be sorted and printed.

Credit Card Transaction Summary

This report is a visual graph that displays all of the credit card transactions from the past year. You can view shorter time periods by selecting the month you would like to view from the list at the bottom left of the chart. The report can be displayed as an annual, monthly, or daily graph, with the annual graph broken down by month, the monthly graph broken down by day, and the daily graph broken down by hour.

Below the visual graph are lists of the total number of merchants who completed transactions during the specified time period (broken down into the increments indicated above), as well as the total dollar amount transacted, and the total number of sales, errors, declines, voids and credits.

Credit Card Merchant Sales Activity

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.

The Credit Card Merchant Sales Activity report displays the following information alphabetically by merchant: Name of merchant, sales, credits, voids, declines and amount.

View

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

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

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

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.

Summary Reports

Not based on a specific time period, the summary reports allow you to see recent merchant activity at a glance.

Merchant Logins

This reports provides a brief summary of all of the most recent merchant logins. In an alphabetical list by company name, the report will display the company name, the username of the last person to login, the date and time of the login, the IP from which the user logged in, their browser type (ie: Internet Explorer, Firefox, etc.) and the OS (Operating System) that they were using.

This report is view only, it does not provide the necessary tools for printing, emailing, or exporting.

Software Activation Keys

This summary report displays the total number of software activation keys available for each merchant account as well as how many of the keys have been activated and are currently in use, and the total number of sources belonging to the merchant.

This report can be printed, emailed, or exported in tab or comma delimited format. (See above for detailed instructions.)

Pre-Made Check Reports

For all of your merchants who are enabled for electronic checking transactions, you can also run pre-made check transaction reports that are set up the same way as the pre-made credit card reports.

Transaction Summary

This report is a visual graph that displays all of the checking transactions from the past year. You can view shorter time periods by selecting the month you would like to view from the list at the bottom left of the chart. The report can be displayed as an annual, monthly, or daily graph, with the annual graph broken down by month, the monthly graph broken down by day, and the daily graph broken down by hour.

Below the visual graph are lists of the total number of merchants who completed transactions during the specified time period (broken down into the increments indicated above), as well as the total dollar amount transacted, and the total number of sales, errors, declines, voids and credits.

Merchant Sales Activity

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.

The Checking Merchant Sales Activity report displays the following information alphabetically by merchant: Name of merchant, sales, credits, voids, declines and amount.

View

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

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

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

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.

Custom Reports

In addition to the variety of pre-made reports described above, the reseller console reports section also provides the tools you need to create unique custom reports. Once you have created and saved a custom report, it will be displayed on the main reports page under the Custom Reports header. Reports will be displayed by the name you assign to them at the time the report is created.

Create Your Own Report

To create a custom report, simply click on the Create Report button at the bottom center of the screen and follow the four steps outlined below.

Once you have created a custom report it will appear on the main reports screen under the Custom Reports heading. You may create as many or as few custom reports as you like, and may edit them by clicking on the pencil icon to the right of the report name, or delete them by clicking on the trash can icon.

Step 1: Filter Merchants

The first step in the process of creating you very own custom report is to select the fields by which the report will be filtered. You can filter your report by the following elements.

Merchant Contact Information
Merch ID unique merchant ID number assigned by the system
Contact the contact person for a specific merchant
Company name of merchant business
Street merchant street name
Street 2 additional street information
City city in which merchant (or merchants) do business
Zip zip code in which merchant (or merchants) do business
Country country in which merchant (or merchants) do business
Email merchant email address
Phone merchant contact telephone number
Fax merchant fax number
Message message included in merchant's account
Merchant Details
Active Account merchant account status
Date Created date on which merchant account was created within your reseller system
Credit Card Processing Details
Check activated merchant credit card processing activation status
Platform credit card processing platform for which merchant is enabled (FDMS, Vital, Planet Payment, etc.)
Merchant Number
MID
TID
Check Processing Details
Check Activated status of merchant check processing capabilities
Check Processor check processing platform (if any) for which merchant is enabled (usually Vericheck or Digital EFT)
Billing Information
Bank Name name of merchant service bank
Routing Number merchant service bank routing number
Account Number merchant service bank account number
Reseller Information
Reseller Name
Reseller Email
30 Day Rolling Statistics
Total Transaction Count total number of transactions completed by any single merchant in the past 30 days
Sales total number of sales completed by any single merchant in the past 30 days
Credits total number of credits completed by any single merchant in the past 30 days
Declines total number of declines completed by any single merchant in the past 30 days
Voids total number of voids completed by any single merchant in the past 30 days
Sales $ Amount total dollar amount of sales completed by any single merchant in the past 30 days

Step 2: Select Fields

Once you have created the filters you need, you can then select the fields that you would like to include in the report. These may be the same as some of the filters you created, or they may not. You may choose as many or as few fields as you like. To sele3ct a field simply click on the name of the field in the left column and click the Add button in the center. Once you have selected the fields you can change the order in which they will appear in your report by selecting a field in the right column, then clicking the up or down arrows to the right.

The list of fields that can be included in your custom report is identical to the list of fields by which you filtered. (See table above.)

Step 3: Choose Sort Order

Once you have decided what fields to include in your report, you must choose the order in which those fields should be sorted. You may wish to sort by name, number or date, just make sure when you select the fields you would like the report sorted by that they are fields that you have selected to appear in the report. For each of the sorting fields, select whether you would like the column to sort in ascending or descending order.

Step 4: Enter Report Title

You're almost done! Just enter a title for your new custom report and click the Save button at the bottom of the screen. Be sure to name your new report something descriptive so that you will remember what kind of report it is when you run reports in the future.

reseller/console/reports/index.txt · Last modified: 2009/07/17 09:00 by nell

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