: Users with the following roles
can run a report for card transactions:
- Merchant Manager
- Merchant Clerk
- Reporting Manager
- Reporting Clerk
- Virtual Terminal Manager
- Virtual Terminal Clerk
The following report types are available:
- Summary – Shows the total number of transactions that you ran for each terminal during a reporting period. The report separates the transactions by terminal and includes the total amounts for each transaction type.
- Detail – Shows each individual transaction that you ran during a reporting period. You can include additional information in the report by showing or hiding optional columns in the report template.
To run a report for card transactions, complete the following steps:
Step 1. Click the Reports & Lists tab and select Credit/Debit Card Transactions.
Step 2. Choose the Report Type and results type.
Step 3. Select the reporting period:
a. Click the Date & Time drop-down menu and either:
- Select a reporting period.
- Select Custom and use the calendar tool to choose your own reporting period.
Step 4. Select the terminals you want to include in the report:
a. In the Terminal section, click SELECT.
b. (Optional) Use the Filter to search for a specific terminal.
c. Select the terminals you want to include in your search.
d. Click SAVE SELECTION.
Step 5. (Optional) Type the Batch ID.
Step 6. Select at least one Payment Type.
Step 7. Select at least one Transaction State.
Step 8. Select at least one Card Brand.
Step 9. Click GENERATE REPORT.
: You can export the report by selecting one of the following formats:
Showing optional columns for reports with a Detail view
Step 1. After you run the report, click Show/Hide Optional Columns.
Step 2. Select the optional columns you want to include in your report.
Step 3. Click SAVE SELECTION.
Note: PDF exports do not include any optional columns you have selected.
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Tags: reporting, check transactions, transaction history, openedge view, decline minimizer, card transactions, report types, list transactions