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Creating a New Report or Subscription Based on an Existing Report

  1. On the left navigation pane, click the
    Reporting
     icon.
  2. Under Downloadable Reports, click
    Report Subscription Management
    . The Report Subscription Management page appears.
  3. Click the
    Custom Report Subscriptions
     tab. The Custom Reports Subscriptions List appears.
  4. Next to the report you want to copy, click the
    Save As
     icon. The Save New Subscription page appears.

    ADDITIONAL INFORMATION

    Under Account Setup, select whether to base the report on data from a specific merchant or a group of merchants, then choose an available value in the Merchants or Groups list. To create a report that includes all merchants or groups, use the default value.
  5. Under Basic Report Setup, enter a unique name for the report.
  6. You must change at least one attribute or field to save the new report. Use the steps in Creating New Custom Report Subscriptions as a guideline for modifying report values.
  7. When you are done, click
    Save As
    . The Manage Report Subscription page appears and the new report appears in the Custom Reports Subscriptions List.