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Downloading a pre-generated report

Version: V4.4
Added on: 10/13/15
Difficulty:
Time: 30 min
Category: Tutorials

Downloading a pre-generated report

  1. Are you ready?

    In this tutorial we are going to learn how to generate and download a report on Console, Merchant, Reseller or Reporting perspectives.

    We will use the following parameters:
    Report Name: Transaction Export
    Date: 12/01/2018 to 12/10/2018
    Merchant Account: All
    Deposit Type: Realtime
    Transaction Type: Sales
    Transaction Status: All
    Include Reattempts: No
    Export Type: CSV
  2. Log in to the system using your Username and Password.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Firstly, let's learn how to generate a report.
  4. You can generate a report using the Reports form, which is available at the following places:

    • Perspective => Console => Reports
    • Perspective => Management => Merchant Perspective => Reports
    • Perspective => Management => Reseller => Reports
    • Perspective => Reporting => Reports

    You can choose any place you like.
  5. Click   Reportsbutton in the top section of the screen.
  6. Locate   Groups  groupbox
  7. Select Billing in Group Namecolumn and click Proceed button.
  8. Locate Transaction Export in the list of reports and click on it to export transactions for external analysis.
  9. Enter 12/01/2018 and 12/10/2018 into the From/To Datedatebox
  10. Select All in Merchant Accountdropdown
  11. Select Realtime in Deposit Typedropdown
  12. Select Sale in Transaction Typedropdown
  13. Select All in Transaction Statusdropdown
  14. Select No in Include Reattemptsdropdown
  15. Locate   CSV  radio button and select it.
  16. Locate   Generate In Background  checkbox and check it off if you want to use the portal while the report is being generated.
  17. Click   Runbutton to generate the report.
  18. Report generation message should now be visible on your screen.
  19. Now, let's learn how to download the generated report.
  20. You can download the report using the Reports Queue form, which is available at the following places:

    • Perspective => Console => Reports => Reports Queue
    • Perspective => Management => Merchant Perspective => Reports => Reports Queue
    • Perspective => Management => Reseller => Reports => Reports Queue
    • Perspective => Reporting => Queue (button in the top right section of the screen)

    You can choose any place you like.
  21. Click   Reportsbutton in the top section of the screen.
  22. Locate   Groups  groupbox
  23. Select Reports Queue in Group Namecolumn and click Proceed button.
  24. Locate   Reports Queue List  groupbox and select the report you need from the list of reports.
  25. Click   Download Reportbutton to download the report to your computer.

    Note: The report is available for download once it is in completed status.
  26. Congratulations, you are done!

    You have learned how to generate and download a report. Now you can do this by yourself.

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