Custom report is a specialized report of your transactions for a time period that you specify. For example, you can design a report that lists all transactions over a 3-day period for a particular credit card, or a report that lists only particular types of transactions (for example, declined Sales and Authorizations) for all credit cards over a 5-day period.
You can create a custom template and save it for future use. From then on, you can select your saved template from Templates & Schedules, modify it if needed, and run the report.
To access the Custom Report page, navigate to Reports -> Standard ->Custom Report.
Be sure to enter information for all fields denoted by an asterisk.
PayPal Manager enables you to save commonly used reports as templates. This enables you to run the saved reports without having to specify the settings each time.
If you want to save this report as a template so that you can use it again, enter a name for this report template in the Save Template As field. If this is a template you are editing, then the name specified earlier will appear here.
Specify a Date Range for the report. If you specify a fixed time from the drop-down menu, PayPal Manager adjusts the 24-hour time period to the processor's settlement times. You can match the processor's 24-hour day by selecting a specific custom time.
Specify the Time Zone for your search time.
Select the Card Types you want to include in the report. You can click All to include all the cards, or None to de-select them.
Select the Transaction Types you want to include in the report. You can click All to include all the transaction types, or None to de-select them.
Specify a Minimum Amount and Maximum Amount monetary range you want to include in the report.
Select the transaction Results you want to include in the report. If you want to sort by specific result codes, select Other Codes from the drop-down menu and specify the result code in the Other Codes field.
Click Recurring Billing Transactions if you want the report to display only Recurring Billing transactions.
The Display Fields section enables you to select the categories you want to display in your report. The Available Columns box lists all the possible categories, and the Selected Columns box displays all the categories that you have selected to display in the report.
Add Categories. To add a category to a report, select a category from the Available Columns section, and move it to the Selected Columns section by clicking on Add >>. For example, if you want to see the Transaction ID and Batch ID in your report, then in the Available Columns box, select Transaction ID, press the Ctrl key and select Batch ID. Next, click Add >> to transfer the two selected categories to the Selected Columns box. If you want to select all the options from the Available Columns box, select the first option, scroll down to the last option and press the Ctrl key while clicking on the last option. All the options are selected. Click Add >> to transfer all the options to the Selected Columns box.
Remove Categories. To remove categories from the Selected Columns box, select the category (or use the Ctrl button to select multiple categories) and click Remove << to move the categories in to the Available Columns box.
Customize Report Display. To customize the arrangement of categories in your report, select a category in the Selected Columns box and move it Up or Down. The report will display as per the ordering in the Selected Columns box.
In the Sort by field, specify how you want to sort the results: Transaction ID, Transaction Time, Transaction Type, Tender Type, Amount, or Result code. Specify Ascending or Descending.
If you want to download your search results, click on the radio box next to Download Report, and select a Format from the drop-down menu. You have the following options:
ASCII Text. Enables you to download the results in ASCII text format. This option does not include any headings, thereby enabling you to import the data to a spreadsheet or to an accounting or reconciliation application.
ASCII Text with Headings. Enables you to download the results in ASCII text format, with headings.
To generate the report, you have the following options:
If you want to use this report as a template only and not generate a report, click Save Template.
If you want to generate a report, click Run Report.
If you have selected to download the report, then you will see a pop-up box that offers you an option to either open or save the result text in the format you selected.