...

1. From the Dashboard Navigation bar, click Reports
   

   Image RemovedImage Added

2. Choose from theCompany Reports, Company Transaction Reports, and Dispute Transaction Reportsavailable reports.

3. Click MORE OPTIONS to reveal additional filtering options and select any if desired.
   

   Image Added

4. Select a Date Range and click the Small List icon.
   

   

5. Click Run Report to see the full report in the portal – OR – Download in CSV/XLS format to import into your spreadsheet software.
   

   

   1. You can also save your new custom filtered report view as a Template.

      1. Click the Templates dropdown

      2. Click the ADD TEMPLATE button
         

         Image Added

      3. Name your custom report template, then click the SAVE TEMPLATE button.
         

         Image Added

         
         

How to use New Reports (v2) in the Portal

1. From the Dashboard Navigation bar, click Reports
   

   

2. In the Reports window, click Create Report – Select the Report, Timezone,and Date Range.
   

   

3. Click ADVANCED FILTER OPTIONSFILTERS to filter your report using the following: Users, Entities, and Templates.

4. Click Generate Report
   

   Image Removed

   the GENERATE MY REPORT button

   Image Added

5. Click Run Report to see the full report in the portal – OR – Download in CSV/XLS format to import into your spreadsheet software.

...