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Creating a Custom Report Subscription

  1. On the left navigation panel, choose
    Reports > Downloadable Reports > Report Subscription Management
    .
    The Report Subscription Management page appears.
  2. Click the
    Custom Report Subscriptions
     tab. The Custom Reports Subscriptions List appears.
  3. Click
    Create Subscription
    . The Create Report Subscription page appears.
  4. Account level (partner) users only:
     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 or use the default value to include all merchants or groups.
  5. Under Basic Report Setup, enter this field information:

    ADDITIONAL INFORMATION

    In this field
    Do this
    Report Name
    Enter the name for your report that best reflects the data you want to capture. Each report must have a unique name containing up to 250 characters.
    Report Type
    Select the type of report that most closely represents the data or process you want to include. The
    Business Center
     automatically includes the most commonly used fields in your report based on this selection. See the next step for more information on how to customize these values.
    File Format
    Choose whether the
    Business Center
     creates the report in XLS or XML format.
    Frequency
    Choose
    Recurring subscription
     to automatically generate daily, weekly, or monthly reports.
    To create a one-time report, see Generating One-Time Reports.
  6. To change any of the default fields included in your report, click the
    Arrow
     icon to expand the Advanced Report Features section, and then perform one or more of the these actions. The available actions are dependent on the report type and format you select:

    ADDITIONAL INFORMATION

    In this field or tab
    Do this
    Credit Amounts
    Check the box if you want credits to appear as negative amounts (for example: -1390.00).
    Naming Convention
    Select how you want the field names to appear in the report:
    • Simple Order API
       displays most field names in camel case (for example: FirstName)
    • SCMP API
       displays most field names with underscores (for example: first_name)
    Application
    Select one or more types of transactions you want to include in the report.
    Leave blank to include all types.
    Connection Method
    Select one or more connection methods used to perform the transaction that you want to include in the report.
    Leave blank to include all types.
    Available only for reports that include the
    Source
     field.
    Payment Channel
    Select one or more payment channels used to perform the transaction that you want to include in the report.
    Leave blank to include all types.
    Field Selection
    One or more of the following:
    • Enter text matching a field name you want to find in the
      Search
       field.
    • Check the box for one or more fields or field types to include or remove from the report; check the
      Select All
       box to add or remove all fields. Click the
      Arrow
       icon in a section to expand or collapse it.
      In the Selected column, click the
      Delete
       icon to remove a field or field type from the report.
    Field Ordering
    Click and hold the
    Handle
     icon to rearrange fields (in the
    Selected
     column on the Field Selection tab) into the order in which you want them to appear in the report.
    This option is only available for CSV output. XML field ordering cannot be guaranteed.
  7. When you are done, click
    Create
    . The Manage Report Subscription page appears and the new subscription appears in the Custom Reports Subscriptions List.