Skip to main content

Manage Merchant Reports

Updated

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

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 
    06.png

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

01.png

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

07.png 

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.

03.png

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.

04.png

Below is an example of a generated merchant report:

05.png 

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.