Custom Reports

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
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. All custom reports that you create will be listed under the “Custom Reports” icon on the main Reports page.

reseller/console/reports_custom.txt · Last modified: 2009/07/17 09:09 by nell

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