On This Page
Creating a New Report or Subscription Based on an Existing Report
- On the left navigation pane, click theReportingicon.
- Under Downloadable Reports, clickReport Subscription Management. The Report Subscription Management page appears.
- Click theCustom Report Subscriptionstab. The Custom Reports Subscriptions List appears.
- Next to the report you want to copy, click theSave Asicon. 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. - Under Basic Report Setup, enter a unique name for the report.
- 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.
- When you are done, clickSave As. The Manage Report Subscription page appears and the new report appears in the Custom Reports Subscriptions List.