On This Page

Viewing the Payment Batch Summary Report

  1. On the left navigation panel, choose
    Reporting > Payment Batch Summary
    .
    The Payment Batch Summary Report page appears.
  2. In the search toolbar, choose the
    Frequency
     filter that you want to include in the report.
  3. Portfolio
     users: select the Merchant for whom you want to view data.
    Account level
     users: select a Merchant to filter by an individual merchant instead of by account values.
  4. Depending on the frequency you chose, select the specific day, week, or month you want to review.

    ADDITIONAL INFORMATION

    Only months that have already occurred in the current year display in the month list. To view all months of a previous year, choose the year first, then choose the desired month. To view results from the period prior to or following the chosen period, click
    Previous
     or
    Next
     below the search toolbar.
  5. Choose the currency code of the transactions you want to include.
  6. Click
    Export
     and choose your desired aggregation options and file format. Export options are determined by the frequency you chose.
  7. Follow your web browser's instructions to open and save the file.