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Reports Set Up

This section describes how to create, view, and manage reports in the
Business Center
.
Reporting is crucial to the success of you and your merchants. The
Business Center
 offers several options for accessing and downloading your transaction data:
Payment Batch Summary Report
A report that tracks the processed payment data of your managed merchants, such as total sales and refunds by currency and payment method.
Reports
Reports can be generated using preconfigured settings or by configuring your own custom settings. These reporting options are known as:
  • Custom reports
     that you create for your organization's reporting needs.
  • Standard reports
     that track and reconcile payment activity using preconfigured settings and require no setup.
The type of transaction information generated by these reports is determined by the
report type
. Some report types can only be produced by a portfolio-level user while other report types may only be accessible at the merchant account level.
The report types available depend on the services enabled in your portfolio. An individual user's access to available reports depends on the account permission levels in the
Business Center
.

Permissions

Reports contain personal identifiable information (PII). Any individual who is given permission to view reports has access to this information.

Additional Information

Reporting Using the
Business Center
For detailed information about reporting using the
Business Center
, see the
Reporting User Guide
.
Reporting API
If you, as a partner, would like to automate your generated reports, see the
Reporting Developer Guide
.