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| title | Click here to view the features of the Create Reports page. |
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To create a new report, click the Create Reports drop down menu and select a report type. The selected report type will populate the page. Once you have generated a report, it will appear on the Report History page. The following report types are available in the portal: Report Type | Description |
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Transactions | | Transaction Details | | Transaction Fees | | Payment Returns | | Account Updater | | Unpaid Statements | | Profit & Loss Statement | | Negative Balances | | Invoices | | Balance Details | | Dispute Details | | Disbursement Summary | | DIsbursement TXN Details | | Disputes | | Dispute Ratios | | Active Entity Balance Details | |
Feature: Allows PayFac to generate one of 19 reports for them or their merchants. • Feature: Advanced Filters – Ability to create more detailed filters to help sort through Report data. • Feature: Quick Reports – Ability to generate Reports much faster than normal (excluding report generation date) • Feature: Ability to download reports into .CSV and .XLS format. • Feature: Templates – Ability to apply or create a Report template. • Feature: ADD TEMPLATE button – Reveals ADD TEMPLATE lightbox. • Lightbox: ADD TEMPLATE – Ability to name a new template. By generating a new report with filters, the template will save filter preferences.
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Related pages
Click the links or items in the page to access any of the following pages:
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