Merchant dashboard allows the user to extract transactions' report to get information about financial transactions including sales, declines, and cancelled transactions.

The report lists each transaction by transaction reference, type, class, Merchant ID, Date, Currency, amount, status... etc.  


 


Please find the below detailed instruction for the reports:

  1.  Go to Transaction section, click on the search sign then click on advance tab .  
  2. you can choose any field you want and search.
  3. once you get the results, you can filter them in the system or download them as excel file. 


Graphical user interface, text, application, email

Description automatically generated

Graphical user interface, application, Teams

Description automatically generated



Transactions can be filtered by: authorized only, Cart ID, Email & Date

Also, there is another way from the reports section in the dashboard which includes three-step process:

From Reports panel in dashboard menu, 


(a) Create report layout 

(b) Configure report generation, and 

(c) View/receive generated reports.

  1. click on Report, then click on layout

Graphical user interface, text, application, chat or text message

Description automatically generated

click on the (+) sign to add new report layout 

Graphical user interface, text, application, chat or text message

Description automatically generated

choose the fields that you would like to appear in the report and drag them to the other column, name the layout, them click on "Add"

Graphical user interface

Description automatically generated

 

Now , go back to the reports section, then click on "settings" 

Graphical user interface, text, application, chat or text message, Teams

Description automatically generated

Now, you can choose your report settings, when you want this report to be generated to you ((daily, weekly, or monthly), report format (xls or csv) and email of the report recipient.

 

For each report, you need to click "enabled”, then choose the layout and the format. 

You can use one layout for all of them or you can create different layout based on your need.  

.Report can also be protected with a password, if required

Graphical user interface

Description automatically generated

 

View generated report: