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: 11/01/2024 to 11/21/2024
   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 11/01/2024 and 11/21/2024 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.

    screenshot
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.

    screenshot
26. Congratulations, you are done!
    
    You have learned how to generate and download a report. Now you can do this by yourself.

Merchant perspective   Console perspective   Reseller perspective   Reporting perspective   Reports