• Overview
• Prerequisites
• Navigating to Manage Merchant Reports
• How to create a scheduled merchant report?
• Managing existing reports
• Frequently Asked Questions

Overview

The Merchant Reports feature enables ISOs to automate report generation for selected merchants and deliver them to designated recipients on a scheduled basis. This helps streamline reporting workflows, reduce manual effort, and ensure timely access to key transaction and settlement data.

Prerequisites

• Admin access with permission to manage merchant reports
• Merchant report email templates set up

Navigating to Manage Merchant Reports

To access the Merchant Reports management page:

1. On the left-side navigation panel, click Manage
2. Select Site Options

3. Click Manage Merchant Reports

   

How to create a scheduled merchant report

Follow the steps below to create a scheduled report:

1. Click New Report
2. Select the report frequency (Daily, Weekly, Monthly) and start time
3. Select the merchants to include in the report
4. Choose the report type:
   • Daily net with separate Amex column
   • Net daily transactions by major credit card type
   • Batches with MasterCard, Visa, and Discover net
5. Select the report style:
   • One report, all merchants in one table
   • One report, each merchant in their own spreadsheet tab
   • One report, each merchant in their own table in one spreadsheet
   • Each merchant in their own report file
6. Enter a report name
7. Select email template(s) and recipients
8. Click Save Report

Once saved, the report will appear on the reports page with management options.

Managing existing reports

Delete a report

Click Delete and confirm the deletion.

View report history

Click History to open a popup displaying past report activity.

Preview a report

To preview a report:

1. Click Preview Report
2. Select a date range
3. Click Generate Report

The report will be downloaded automatically in Excel format.

Below is an example of a generated merchant report:

Frequently Asked Questions

• Can I edit a report after creating it? Yes, you can modify report settings from the Manage Merchant Reports page.
• What format are reports delivered in? Reports are generated and downloaded in Excel format.
• Can I send reports to multiple recipients? Yes, you can configure multiple recipients using email templates.
• What happens if I delete a report? The report schedule is permanently removed and will no longer generate future reports.