Console Home Home Customers Customers New Customer Customer Auditing Setup Billing Cycles Items Taxes Billing Profiles Adjustment Reasons Account Groups Actions Letters Emails Notes Documents Billings Transactions New Sale (Card) New Sale (Direct Debit) New Refund (Card) New Refund (Direct Debit) Tokens Transactions Subscriptions Chargebacks Chargebacks Remittance Merchant Statement List Balances Charges Modify Charge New Charge Reports Reports Submissions Batch List Files Equipment Terminals Terminal Order List Management Merchant Perspective New New Merchant New Merchant (Extended) New Account (Extended) New Merchant (Provisioning) Provisioning New Merchant Provisioning New Account Onboarding Application Wizard (Merchant) Onboarding Application Wizard (Account) Onboarding Application Wizard (Affiliate) Manage Selection Select Merchants (Modify Selection) Select Single Merchant Details General Settings (Remittance) Deposit Settings (Processing) Business Owners References Limits Profiles Rules Letters Emails Convenience Fees Customer Fees Settings (Billing) Branding Profile (Merchant) Accounts Accounts Terminals Terminals Processing Transactions View Transaction Chargebacks Tokens View Transaction (Split-In/Pull-In) View Transaction (Split-Out/Pull-Out) Processor Transactions View Provider Transaction Transaction Subscriptions View Subscription Transaction Remittance Adjustments List Commissions Fees Merchant Statement List Distributions Split Schema Balances Charges Modify Charge New Charge Submissions Batch List Files View Batch Resources Merchant Labels Pages Equipment Terminal Order List Reports Reports Security Users List Access Policy Roles Reseller Perspective New New Reseller Details Reseller Details Custom Fields Branding Profile (Reseller) Defaults Settings Defaults Merchants Merchants List Onboarding Onboarding Applications Agreements Remittance Reseller Statements Breakdown Reseller Statement Breakdown Modify Reseller Statement Detail Modify Commissions Reseller Statement Security Users List Access Policy Roles Equipment Configurations Terminals Terminal Order List Reports Reports Reports Portfolio Perspective New New Portfolio Details Portfolio Details Branding Profile (Portfolio) Defaults Settings Defaults Entities Merchants Resellers Channels Equipment Terminal Update Profile List Update Search Repository Fulfillment Center Terminals Parameters Terminal Messages Onboarding Applications Agreements Configurations Configurations Billing Configurations Profiles Distributions Distributions Remittance Pricing Template List Taxes Modify Tax Announcements Announcements Agreements Merchant Agreements Security Users List Access Policy Roles Profiles Provisioning Settings Facilitator Profile List Onboarding * Processing User Perspective New Human User Service User Details Human User Details Service User Details Merchants Merchants List Resellers Resellers List Portfolios Portfolios List Security Security Terminal Perspective Details Terminal Details Parameters Terminal Parameters Updates Terminal Updates Logs Logs Terminal Migration Log Distributions Perspective New New Vendor New Holding Account Details Distributions Details Statements Statements Fulfillment Perspective New New Fulfillment Center Details Fulfillment Details Users Users Shipping Shipping Orders Terminal Order List Configurations Configurations Keys Keys Models Models Administration Setup Perspective Error Codes Error Codes Email Templates Email Templates Response Codes Response Codes Holidays Holidays Note Templates Note Templates Security Access Policy Roles Blacklist Blacklist System Perspective Statistics Merchant Financial Statistics IQ Database Querying Module Log Querying Module Vel Tracking Velocity Tracking Branding Branding Branding Profile (System) Keys Decryption Keys Agreements User Agreements Jobs Send Message Manual Remittance Post Statements CLI Command Job Object Job Messages Processing Lock Logs Browse Logs Analyze Logs Transaction Logs Server Log Files FTP Gates File Store Sanitization Sanitization Profile Reporting Reporting Modify Report Providers Provider Codes Import Format Resource Code Currency Sign System Settings Diagnostic System Audit Perspective Changes Merchants Resellers Users Terminals Portfolios Portfolios Users Users List Analysis Analysis Errors Errors Transactions Transactions Audit Monitoring Perspective Manage Selection Select Merchants (Modify Selection) FTP Gates FTP Gates Transactions Transactions Sub Batch Sub Batch Statements Merchant Statement List Statement Reconciliation File Store File Store Account Profile Merchant Account Profile Billing History Billing History Providers Provider Profile Provider Account Jobs Send Message Manual Remittance Post Statements Job Object Job Messages Processing Lock Camel Routes Reporting Processing Processor Reconciliation Processing Reconciliation Transaction Summary Transaction Detail Remittance Reconciliation Queue Reports Queue Reports Reports Console perspective (new) Items

Reporting

Type:    Form

Description: Provides access to various reporting groups and information available for the selected user.

Items:

Groups

Includes the list of groups to create a report.

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Reset Cache

Allows to reset cache to its original state.

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New Group

Allows to add a new group to the list. The button opens corresponding form.

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Move Down

Allows to move the selected group down in the list.

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Move Up

Allows to move the selected group up in the list.

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Modify Group

Allows to edit information about the selected group.

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Delete Group

Allows to delete the selected group from the list.

Modify Group

Includes various information about the selected group that can be modified by the user.

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Save

Saves all the changes on the form.

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Close

Closes the form without saving any changes.

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Name

Name of the group.

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Description

Short description about the group.

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Roles

Roles that can be included in the group.

Reports

Includes the list of available reports for the selected group.

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Add Report

Allows to add a new report to the list. The button opens corresponding form.

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Hide

Allows to hide the selected report.

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Show

Allows to show the selected report.

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Move Down

Allows to move the selected report down in the list.

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Move Up

Allows to move the selected report up in the list.

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Name

Name of the report in the system.

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Description

Short description about the report in the system.

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Project

Module that runs the report.

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Edit

Allows to edit information about the selected report.

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Delete

Allows to delete the selected report from the group.

Modify Report

Includes various information about the selected report that can be modified by the user.

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Reload Report Config

Allows to reload report configuration settings.

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Upload

Allows to upload file to the system.

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Save

Saves all the changes on the form.

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Close

Closes the form without saving any changes.

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Name

Name of the report in the system.

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Description

Short description about the report in the system.

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Roles

Roles that can be included in the group.

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Project

Allows to select an appropriate project from the list.

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Data Source

Allows to select an appropriate source of information for the report from the list.

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Report Template

Allows to select an appropriate template for the report from the list.

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Unused/All

Allows to select what list of templates will be used for the report.

Report Config

Allows to select an appropriate set of configuration settings for the report from the list.

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Unused/All

Allows to select what list of configuration settings will be used for the report.

Hidden

Indicates whether the report is hidden in the system.

Export Types

Indicates what types of files can be used as an uploading file of the report. Four types are available: HTML, PDF, XLS, CSV.

Auto Param

Includes the list of auto parameters. Note: This list can change depending on the type of the selected project.

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Reload

Allows to clear all selected auto parameters.