New Report
Use the New Report page to create and define your custom report. Please note that you may create up to 15 reports.
How to Use This Page
- Enter a report Title.
- Select the Content/Columns that should be included in the report. Press and hold the control key to select or deselect multiple values.
- Select the Transaction Types to be included in the report. Press and hold the control key to select or deselect multiple values.
- Select the User Accounts to be included in the report. Press and hold the control key to select or deselect multiple values.
- Select the Processing Methods to be included in the report. Press and hold the control key to select or deselect multiple values.
- Select the frequency with which you want to receive the report.
- Select whether you want to receive a sample report.
- Select the From Date.
- Select the Through Date.
- Click the Save button.
NOTE:
- Custom reports are emailed at 9:30 p.m. Pacific Time, if Frequency is Daily, on Saturday, if Frequency is Weekly, or on the 1st of the month, if Frequency is Monthly.
- If you want to generate a live report right now that may be viewed, printed, or downloaded, use the View Transactions page under the Virtual Terminal Menu.
Detailed Help
Field Information
Required Fields
- Title
- May consist of up to 25 characters in length.
Optional Fields
- Content/Columns
- No Content/Columns are selected by default.
- Transaction Type
- All Types is selected by default.
- User Account
- All Users is selected by default.
- Processing Method
- All Methods is selected by default.
- Frequency
- Select Daily, Weekly, or Monthly. Daily is selected by default.
- Send a Sample Report
- No, please do not send a sample is selected by default.
- From
- Today's date starting at 12:00 a.m. is selected by default.
- Through
- Today's date through 11:59 p.m. is selected by default.
page revision: 8, last edited: 19 Jun 2018 22:56
