The Reports tab allows you to view a database of all transactions in a user-friendly format. With various search and filter options, you can quickly find the transaction(s) you need. You can also download, print, and email custom reports at any time.
00:00: Discover how to efficiently navigate and customize transaction reports within
00:04: the pest Conway platform.
00:06: This guide helps you apply filters and manage schedules to gain actionable.
00:10: Insights, from your payment data.
00:12: Navigate to the main dashboard, to begin your report exploration.
00:17: Access the report section to find detailed transaction insights
00:21: Select transactions to view comprehensive payment activity.
00:25: Open the status filter to refine transactions, by their current state.
00:29: Choose transaction type to specify the kind of transactions you want to analyze
00:34: Use the payment type filter to narrow down transactions by payment method.
00:39: Apply the processor filter to focus on transaction.
00:42: Select source to identify where transactions originated from.
00:47: Enter the transaction, reports area to manage and customize your data views.
00:51: Click on the created date filter to set the time frame for your transaction data.
00:56: Adjust the created date range to pinpoint transactions within a specific period.
01:01: Interact with the date picker to select precise start and end dates.
01:05: Confirm your date selections to apply the time frame filter.
01:09: Explore additional filter options by clicking on the filter panel.
01:13: Use the filter panel to add or remove criteria for a tailored report View.
01:18: Open the filter summary to review, all active filters and columns selected.
01:22: Access the all Fields option to include, or exclude specific data
01:26: columns.
01:28: Return to the filter summary to make further adjustments as needed.
01:31: Click on the filter panel again to finalize your filter settings.
01:35: Use the interface prompts to clear or cancel unwanted filter changes.
01:40: Navigate through the filter options to refine your report further.
01:44: Cancel, any unintended filter changes to maintain your desired View?
01:48: Explore the transactions. Chlorine schedules section to manage scheduled
01:53: reports.
01:54: Open the schedules tab to view and edit report delivery settings.
01:58: Review, ending schedules to monitor reports that are concluding soon.
02:02: Check expiring cards to stay informed about payment methods nearing.
02:06: Expiration,
02:08: Look at upcoming schedules to prepare for future report deliveries.
02:12: Use the interface controls to confirm and save your schedule preferences.
02:16: This guide walked you through accessing and customizing transaction.
02:20: Reports applying filters for precise data, analysis and managing, scheduled
02:24: report deliveries to stay informed and organized.
Reports Overview
Search and Filter Reports:
The Reports tab on the left panel is a comprehensive database of all transactions processed through this gateway account, whether they were processed within the virtual terminal or through an external source (such as a payment page, website, or software integration/plugin).
To locate specific transactions, navigate to the Reports tab on the left panel.
Use one of the 5 filters (Status, Transaction Type, Payment Type, Processors,
and Date Range) to narrow down the results, or use the search bar to find transactions by specific details, such as customer name or the last four digits of the card or check.
You can also use the “Group By” filter to group transactions by one of the following: Date, Batch, Source, or Card Type. When using this filter, you will have the option to display a summary of transactions.
You can customize the amount of information displayed for each transaction by choosing the number of columns shown in reports.
Click on the Columns button on the right side of the screen and select the columns you want to display.
The button allows you to save your preferred number of columns, or you can click Reset to restore the default number of columns.
Exporting Reports:
You can export a custom report at any time by emailing, printing, or downloading the reports.
To email a report, click on the Emailicon on the right side of your screen.
To print a report, click on the Print icon.
To download a report, click on the download button
- The exported report will only contain the columns of data you’ve selected to display.
Multi-MID Reporting:
If you have access to more than one Merchant Account/gateway account, you can view consolidated reports from within a single account, eliminating the need to visit each MID separately.
From the Reports tab on the left panel, click on the purple Select Merchants button on the right side of the screen.
Select the accounts from which you wish to view transactions.
Downloaded reports will include transactions from all selected accounts.
TIP! Access to multiple accounts is enabled at the user level, allowing you to access all linked accounts with a single set of login credentials.
Contact your Merchant Service Provider for assistance with linking access.
