Step

Task

Notes/Resources

1

Become familiar with reporting in the new Business Center.

View the training series on our YouTube channel.

2

Use All Reports and What will Happen to Them, to find each report you were using in the old platform.

This table lists all of the reports in the old platform, and explains where to find them in the new platform.

3

Locate your Classic reports or create new ones.

If you were using detail reports (such as the Transaction Detail Report or the Payment Batch Detail Report) in the old platform, some of these reports have been created for you in the new platform. To locate these, navigate to Reports>Downloadable Reports>Available Reports, and click on the Classic Reports tab.

If you don't have any Classic reports, you can enable a Standard report or create a Custom report.

For more information around where to find a particular report in the new platform, see All Reports and What will Happen to Them.

For more information on using the downloadable reports, see Downloadable Reports.

4

Understand the new reports, including any field name changes or XML format changes.

If you were using detail reports (such as the Transaction Detail Report or the Payment Batch Detail Report) in the old platform, you will want to understand the report differences, particularly CSV field name changes, or changes to the XML structure.

See Field Differences in CSV Reports and Differences in XML Reports for details.

5

Download your reports using our REST APIs

If you were programmatically downloading your reports in the old platform, you will need to download the new reports using our REST APIs.

To get started, see the Servlet to REST Migration Guide.

Note  You can use sample code from our Github repository to create an authentication signature to use with the REST API.

6

Switch from Single Transaction Query Servlet to Transaction Search REST API to search for transactions.

If you were using query servlet to search for transactions by Merchant Reference Number or Request ID (often called Single Transaction Query), you will need to switch to our REST APIs to get this data.

To get started, see the Servlet to REST Migration Guide.