Use Case: Generate Reports in the Portal

Owned by Miles Graves
Last updated: Sept 17, 2024
5 min read

You can generate different reports offered through the platform to help you better track your business activity, reconcile withdrawals, and verify your business’s income and cost, among other data. This tutorial will walk you through the steps to generate a new report from the options available to you.

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Partial view of the Reports page.

Objective

Use the Portal to generate any report available to your entity.

Audience

  • Facilitators

  • Referrers

  • Merchants

Environment(s)

  • Portal (Production)

Prerequisites

  • Your Merchant, Referrer or Facilitator account must be fully boarded.

  • Live or test data must be processed through the platform to be available to report.

Warnings

Warnings will provide insight or advice to avoid issues related to risk, visibility, and overall product performance during this use case.

Warning: Not all reports offer a Quick Reports generation option. For reports that do not offer Quick Reports, the generation time may be up to several minutes based on your settings and filtering criteria.

Tips

Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.

Additional Resources

See the tips below to help you get started.

  • See Available Portal Reports for a matrix of Reports available on the Portal, the applicable entity levels they’re available for, a brief description of each report, and its intended purpose.

  • See Reporting Values for a table displaying the descriptions of data shown on various reports. This can help more quickly identify the data on your reports.

Generate a Report

1: Access the Reports Page

  • Step 1: Click the PLUS icon next to Reports in the left-hand navigation panel to open a drop-down menu.

  • Step 2: Click Create Reports in the Reports drop-down menu to open the Reports page.

  • Step 3: Make sure the Generate Report tab is selected. This should be selected by default.

2: Select Your Report

  • Step 1: From the Select Report dropdown, select the Report you want to generate.

  • Step 2: In the Report Date dropdown, select the custom reporting date range or select a preset option.

  • Step 3: In the Templates dropdown, select a previously saved report template or create a new one from the parameters being set by clicking the “Add Template” button within.

  • Step 4: (Optional) In the Filter By dropdown, you can optionally add a filter for Users, Merchants, or Divisions.

  • Step 5: (Optional) Clicking the Advanced Filters link in the upper right will allow you to further filter the data displayed in the report by:

    • Processing Platform - (VCore, Vantiv, or both) with status filters (“Created”, “Captured”, and “Settled”) with an option to include Blocked payment transactions; and,

    • Payment Method - (AMEX, MasterCard, Visa, Discover, Debit, Personal Checking/Savings or Business Checking/Savings) with grouping (by “Merchant” or “Division”) and an option to include Failed payment transactions.

Result: The type of report, filters, and other criteria have been applied and your report is ready to be generated.

3: Generate your Report

  • Step 1: Click the Generate Report button to begin generating the Report and complete the process.

Result: The selected report data will be displayed on the same page and available for download in CSV and XLS format to easily import into your account software.

Next Steps

Once you’ve become familiar with the report generation process, review the following use case guides for specific actions that can be taken using different reports:

Conclusion

When the Report has finished being generated, you can use the data in a variety of ways to help improve your business or just for metrics tracking.

  • The report will also be made available under the Report History page until the expiration date that is displayed on the page.

References