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

Modify Report

Type:    Form

Description: Provides access to report creation and modify options.

Items:

Modify Report

Includes options to create or modify a report.

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Reload Report Config

Retrieves the configurational data associated with the report.

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Upload

Allows to upload a new report.

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Save

Saves all 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.

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Description

Description of the report.

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Roles

Allows to select the user roles that have access to the report generation.

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All

Allows to select all user roles to have an access to the report.

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Account Manager

Allows to select account manager to have an access to the report.

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Administrator

Allows to select administrator to have an access to the report.

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Collections Manager

Allows to select collections manager to have an access to the report.

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Collector

Allows to select collector to have an access to the report.

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Employee

Allows to select employee to have an access to the report.

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Merchant

Allows to select merchant to have an access to the report.

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Portal User

Allows to select portal user to have an access to the report.

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Sales Person

Allows to select sales person to have an access to the report.

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Sales Person Manager

Allows to select sales person manager to have an access to the report.

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Simple User

Allows to select simple user to have an access to the report.

Project

Allows to select in what UniPay application the report is used.

Data Source

Allows to select the type of data source that should be used for report data selection.

Report Template

Allows to select the template for the report.

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unused/all

Allows to select among only unused/all available report templates in Report Config dropdown.

Report Config

Allows to select configurations of the existing report.

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unused/all

Allows to select among only unused/all available report configurations in Report Config dropdown.

Hidden

Indicates that the report is not visible on the Reports form.

Export Types

Allows to select formats of the report available for the report export.

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Html

Indicates that the report can be exported in HTML format.

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Pdf

Indicates that the report can be exported in PDF format.

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Xls

Indicates that the report can be exported in XLS format.

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Csv

Indicates that the report can be exported in CSV format.

Auto Param

Includes the parameters components that are available within the report.

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Reload

Reloads the information about parameters components in Auto Param tab.

Custom Param