Transaction Summary Report page enables you to retrieve transaction counts and totals, by transaction type for each merchant. This information is useful for billing and support purposes.
To access the Transaction Summary Report page, navigate to Reports -> Merchant Reports -> Transaction Summary.
Be sure to enter information for all fields denoted by an asterisk.
Partner 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. You can select a time period that spans up to 3 months in the past one year.
Specify the Time Zone for your search time.
For Merchant Status, select the status of the merchant, such as Live, Test, Inactive (deactivated), or All.
Using Transaction Activity, find the transaction activity of all the merchants in the last year. Select from one of the following options:
Non-Zero Transactions. All merchants who have had some transactions in the past year. You can select a range of 3 months.
Zero Transactions. All merchants who have not had any transactions in the past year. You can select a range of 3 months.
All Transactions. List all your merchants in the past year. You can select a range of 3 months.
For Transaction Mode, specify whether to display Live or Test transactions.
If you want to Download your search results, click the radio button next to Format and select from 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.