{"_id":"59cc3056235d480010a19552","category":{"_id":"59cc3054235d480010a1952e","version":"59cc3054235d480010a19527","project":"54cc14d03be4370d0082ac5d","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-01-30T23:49:16.354Z","from_sync":false,"order":6,"slug":"generating-reports","title":"Generating Reports"},"parentDoc":null,"user":"54595f39df560c0800b40fc0","project":"54cc14d03be4370d0082ac5d","version":{"_id":"59cc3054235d480010a19527","project":"54cc14d03be4370d0082ac5d","__v":1,"createdAt":"2017-09-27T23:12:20.008Z","releaseDate":"2017-09-27T23:12:20.008Z","categories":["59cc3054235d480010a19528","59cc3054235d480010a19529","59cc3054235d480010a1952a","59cc3054235d480010a1952b","59cc3054235d480010a1952c","59cc3054235d480010a1952d","59cc3054235d480010a1952e","59cc3054235d480010a1952f","59cc3054235d480010a19530"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.9.0","version":"1.9.0"},"githubsync":"","__v":0,"updates":["5945eb0a3797d7000fa915a3"],"next":{"pages":[],"description":""},"createdAt":"2015-01-31T00:54:58.298Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":1,"body":"To generate Custom Reports, first go to the Reports Tab.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/YSDyuEQXQfCwZFaBq0Vy_Tab%20-%20Reports.png\",\n        \"Tab - Reports.png\",\n        \"1076\",\n        \"78\",\n        \"#1f1f1f\",\n        \"\"\n      ],\n      \"caption\": \"Reports Tab\"\n    }\n  ]\n}\n[/block]\nIn the Reports Tab, you will see a set of Filters on the left side that allow you to specify the content you would like in your Custom Report. On the right you will see a set of Quick Reports, which are explained in [Quick Reports](doc:quick-reports).\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/YnzomcGISvGrJ2Z0DPRR_Reports%20-%20Custom.png\",\n        \"Reports - Custom.png\",\n        \"2876\",\n        \"1542\",\n        \"#63a3a5\",\n        \"\"\n      ],\n      \"caption\": \"Reporting View\"\n    }\n  ]\n}\n[/block]\nTo customize your Reporting output, you can specify the following Filter Criteria:\n\n* Start date\n* End Date\n\n* Transaction Type\n    * Purchase\n    * Void\n    * Refund\n    * Pre-Auth\n    * Balance Inquiry\n\n* Status\n    * All Statuses\n    * Approved\n    * Declined\n    * Incomplete\n \n* Users\n    * All Users\n    * Individual Users\n\n* Merchants\n    * All Merchants\n    * Individual Merchants\n\nWhen you have specified your Criteria, click Generate.\n\nAfter generating your report, you can Print it, or select Download CSV to export it into a spreadsheet.\n\nThe Reporting output is grouped by Card Brand (eg: Visa, MasterCard, etc). To view the detailed transaction list for each Card Brand grouping, you may click the Show List button in the Transactions column of the report.","excerpt":"","slug":"custom-reports","type":"basic","title":"Custom Reports"}
To generate Custom Reports, first go to the Reports Tab. [block:image] { "images": [ { "image": [ "https://files.readme.io/YSDyuEQXQfCwZFaBq0Vy_Tab%20-%20Reports.png", "Tab - Reports.png", "1076", "78", "#1f1f1f", "" ], "caption": "Reports Tab" } ] } [/block] In the Reports Tab, you will see a set of Filters on the left side that allow you to specify the content you would like in your Custom Report. On the right you will see a set of Quick Reports, which are explained in [Quick Reports](doc:quick-reports). [block:image] { "images": [ { "image": [ "https://files.readme.io/YnzomcGISvGrJ2Z0DPRR_Reports%20-%20Custom.png", "Reports - Custom.png", "2876", "1542", "#63a3a5", "" ], "caption": "Reporting View" } ] } [/block] To customize your Reporting output, you can specify the following Filter Criteria: * Start date * End Date * Transaction Type * Purchase * Void * Refund * Pre-Auth * Balance Inquiry * Status * All Statuses * Approved * Declined * Incomplete * Users * All Users * Individual Users * Merchants * All Merchants * Individual Merchants When you have specified your Criteria, click Generate. After generating your report, you can Print it, or select Download CSV to export it into a spreadsheet. The Reporting output is grouped by Card Brand (eg: Visa, MasterCard, etc). To view the detailed transaction list for each Card Brand grouping, you may click the Show List button in the Transactions column of the report.