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Creating a Custom Report Subscription
- 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.
- ClickCreate Subscription. The Create Report Subscription page appears.
- 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.
- Under Basic Report Setup, enter the following:
ADDITIONAL INFORMATION
In this fieldDo thisReport NameEnter 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 TypeSelect the type of report that most closely represents the data or process you want to include. TheBusiness Centerautomatically 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 FormatChoose whether theBusiness Centercreates the report in XLS or XML format.FrequencyChooseRecurring subscriptionto automatically generate daily, weekly, or monthly reports.To create a one-time report, see Generating One-Time Reports. - To change any of the default fields included in your report, click theArrowicon to expand the Advanced Report Features section, and then perform one or more of the following actions (available actions are based on the report type and format you select):
ADDITIONAL INFORMATION
In this field or tabDo thisCredit AmountsCheck the box if you want credits to appear as negative amounts (for example: -1390.00).Naming ConventionSelect how you want the field names to appear in the report:- Simple Order APIdisplays most field names in camel case (for example: FirstName)
- SCMP APIdisplays most field names with underscores (for example: first_name)
ApplicationSelect one or more types of transactions you want to include in the report.Leave blank to include all types.Connection MethodSelect 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 theSourcefield.Payment ChannelSelect 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 SelectionOne or more of the following:- Enter text matching a field name you want to find in theSearchfield.
- Check the box for one or more fields or field types to include or remove from the report; check theSelect Allbox to add or remove all fields. Click theArrowicon in a section to expand or collapse it.In the Selected column, click theDeleteicon to remove a field or field type from the report.
Field OrderingClick and hold theHandleicon to rearrange fields (in theSelectedcolumn 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. - When you are done, clickCreate. The Manage Report Subscription page appears and the new subscription appears in the Custom Reports Subscriptions List.