5
Reporting
Business day reports
1.
For the TD Generation All-in-One, HSPA, and WiFi terminals, press the left
-
Desktop
Main Menu
Reports
Business Day Reports, and select a report.
For the Portal with PINpad terminal, select the Lock icon
Desktop
Main Menu
Reports
Business Day Reports, and select a report.
For the Portal 2 with PINpad terminal, select the Home
icon
Financial Reports
Business Day
Reports, and select a report.
Report
Instructions
Provides...
Open Pre-Auth
2. DISPLAY
or
your report.
... details on all pre-authorization transactions that
have not been completed.
Pre-Auth Status
2.
DISPLAY
or
your report.
... the status of all pre-authorization transactions by
operator ID for the current business day.
Customized reports
1.
For the TD Generation All-in-One, HSPA, and WiFi terminals, press the left
-
Desktop
Main Menu
Reports
Customized Reports and select a report.
For the Portal with PINpad terminal, select the Lock icon
Desktop
Main Menu
Reports
Customized Reports, and select a report.
For the Portal 2 with PINpad terminal, select the Home
icon
Financial Reports
Customized Reports,
and select a report.
Report
Actions
Provides...
Pre-Auth Status
2.
Select whether the report is for an
individual ID (
Operator ID
), or select
the
0
key for all IDs, and select
OK
.
3.
Enter the
start date
and
end date
.
4. DISPLAY
or
your report.
... transaction details by card type for
a maximum of 10 business days.
Customizing the day close report
The following reports can be enabled or disabled for automatic printing during the
Day Close
transaction. To
do this, you must contact the TD Merchant Solutions Help Desk at
1-800-363-1163
.
Option
Setting
Provides...
Open Pre-Auth
Report
Enabled/Disabled
... details on all pre-authorization transactions that
have not been completed.
Pre-Auth Status
Report
Enabled/Disabled
... the status of all pre-authorization transactions by
operator ID for the current business day.
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