Periodic Reports
You can create reports for specific priods and stores. There are three types of reports available:
Report type | Description |
---|---|
Settlement Summary | The report contains aggregated data from all settlements within the specified period. |
Transactions | The report contains all transactions, including those that have not yet settled. Can be extended by including Settlement reference and Action reference . |
Merged | All settlement transactions merged into a single, comprehensive file. Can be extended by including Settlement reference and Action reference . |
Follow these steps to create a periodic report:
- Click on the "Generate report" button and a dialog will show up.
- Set information:
- Name of report
- Type
- Period (a report may extend over a maximum period of one year)
- Stores (optional, if no specific store is selected all stores will be included)
- Click on the "Generate report" button to create your report. It may take a few minutes for the report to be generated.
- Once the report has the status
Done
, download it by clicking the "CSV" button
Reports can have statuses Done
, Generating
, or Failed
. Use the "Refresh reports" button to get the latest status on the reports.