23
•
Status (Email Sent, Not Verified, Verified)
3.
Click a specific
staff member
from the list to view their details.
Reports
You can download detailed analytics and reports for your business. These reports will allow you to accurately
track your transactions, as well as products and services your business has sold. The reporting feature provides
real-time reporting and analytics to track and analyze your sales.
Run a report
1.
On the Merchant Portal: Click
Reports
.
2.
Enter the
From
and
To
dates for the report date range for the report you want to generate (
Detailed
Transactions
,
Product Sales
, or
Tax
).
3.
Click
Generate
beside the desired report.
4.
Once generated, you can export the data for any the reports to PDF or Excel. Click either
Download
CSV
(Excel)
Download
to download the report in your desired format.
Navigation
Depending on time range selected for the report, the information will not fit on one page. To navigate to
another page:
1.
On the Merchant Portal: Click on the
arrows
in the top-left corner of the screen .
2.
Click
View
to go to the selected page.
Report label
Once a report is created it will include a report label. This information is created on every report and located in
the top-left corner of the report. It contains the following:
Report Labels
Description
Report Date
This is when the report was run.
Report Name
This is the report type. In this case, Detailed Transactions Report.
Run By
This is who initiated the report.
Business Name
This is your business name.
MID
This is your Merchant ID.
The report label appears on every report that you run.
Detailed transactions report
The Detailed Transactions Report provides a list of sales for a given time period. The report includes details of
each transaction such as payment method, geolocation, taxes, tips and receipt delivery.
The report will display the following information:
Содержание Mobile Pay
Страница 1: ...TD Mobile Pay Merchant Guide...
Страница 36: ...0322...
