New Report
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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

  1. Enter a report Title.
  2. Select the Content/Columns that should be included in the report. Press and hold the control key to select or deselect multiple values.
  3. Select the Transaction Types to be included in the report. Press and hold the control key to select or deselect multiple values.
  4. Select the User Accounts to be included in the report. Press and hold the control key to select or deselect multiple values.
  5. Select the Processing Methods to be included in the report. Press and hold the control key to select or deselect multiple values.
  6. Select the frequency with which you want to receive the report.
  7. Select whether you want to receive a sample report.
  8. Select the From Date.
  9. Select the Through Date.
  10. 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.