Merchants often need to analyze specific data points from their transaction reports. Instead of downloading large reports that contain unnecessary information, you can customize which fields appear in your downloaded reports. This guide will walk you through how to configure your report columns to fit your specific business needs.
Why You Might Want to Configure Report Columns
Customizing your report columns can help you:
- Save Time: Only download the data you need, making reports faster to review.
- Increase Accuracy: Focus on the most relevant data, reducing the chance of errors caused by reviewing irrelevant fields.
- Improve Efficiency: Simplify reporting for tasks like reconciliation, accounting, or customer support.
- Create Specialized Reports: Build reports tailored for specific departments, such as finance, operations, or customer service.
Examples:
- You may only want to download the Transaction ID, Date/Time, Amount, and Response Code for your daily reconciliation.
- Your customer service team may only need Customer ID, Order ID, and Status to resolve customer inquiries.
Prerequisites
To configure your report columns, you must have permission to access administrative options within your Merchant Portal. If you are the primary user, you already have this permission by default.
Where to Find the Report Configuration Page
To begin configuring your reports, follow these steps to access the Report Configuration page:
- Log in to your Merchant Portal.
- On the left-side panel, click Options.
- Select Settings.
- Under the Transaction Options section, click Report Configuration.
Alternate navigation: From the homepage, click My Settings at the top-right corner → All Settings → Transaction Options → Report Configuration.
How to Configure What Fields Are Returned in a Downloaded Report
Follow these detailed steps to set up your custom report format:
Step 1: Create a New Report Format
- On the Report Configuration page, click Add Report Format.
- Enter a descriptive name for your custom report format.
- Tip: Use a name that clearly identifies the report's purpose, such as "Daily Reconciliation Report" or "Finance Summary."
Step 2: Select the Fields You Want to Include
- On the configuration screen, you will see two columns:
- Available Fields (all possible data fields you can include)
- File Format (your selected fields)
- Drag and drop fields from the Available Fields column into the File Format column.
- Arrange the fields in the order you prefer.
Step 3: Save Your Configuration
- Scroll down and click Save to store your custom report format.
Step 4 (Optional): Set Your Custom Format as Default
- After saving, locate your new report format in the list.
- Click the
icon under Actions to set it as your default format.
- Note: Once set as default, this format will automatically be used whenever you download a transaction report.
How to Use Your Custom Report Format
Once you have created your custom report format, here is how to use it when running reports:
- Go to Transaction Reports.
- Select Search Transactions.
- Apply your desired search filters and click Submit.
- When downloading the report, choose your custom format from the dropdown menu.
- If you have set a default format, it will be automatically selected.
Summary
By configuring your report columns, you can create clear, purpose-driven reports that fit your unique business needs. Whether you're reconciling payments, reviewing settlements, or supporting your customers, custom reports help you stay focused, efficient, and organized.
If you need any assistance or have questions about configuring your reports, please contact your Merchant Service Provide for further help.