Create Custom Report Subscriptions

Creating a custom report subscription enables you to specify the attributes of reports, such as the frequency that a report is generated, the type of transaction data included in the report, and the length of time in which a subscription is enabled. After your customer report subscription is generated, it is available to download in the Available Reports page.

You can maintain up to 20 report subscriptions at any time.

Follow these steps to create a custom report subscription:

On the Business Center's left navigation panel, click

Reports
.

Under Downloadable Reports, click

Report Subscription Management

The Report Subscription Management page appears.

Click

Create custom subscription

in the upper right corner.

The Create Report Subscription page appears.

Under Account Setup, select whether your custom report will generate transaction data from a specific merchant or a group of merchants by choosing either Merchants
or Groups
. Then select the specific merchant or group from the drop-down menu.

If you select Merchants
, the default selection in the drop-down menu is All Merchants
, which if not changed, will generate a report of all the merchant transaction data in your portfolio. For more information, see Create Portfolio-Level Reports.

Under Basic Report Setup, enter the following:

In this field	Do this
Report Name	Enter the name for your report that best reflects the data you want to capture. Each report must have a unique name containing up to 250 characters.
Report Type	Select the type of report that most closely represents the data or process you want to include. The `Business Center` automatically includes the most commonly used fields in your report based on this selection. See the next step for more information on how to customize these values.
File Format	Choose whether the `Business Center` creates the report in XLS or XML format.
Frequency	Choose Recurring subscription to automatically generate daily, weekly, or monthly reports.

To change any of the default fields included in your report, click the

Arrow

icon to expand the Advanced Report Features section, and then perform one or more of the following actions (available actions are based on the report type and format you select):

ADDITIONAL INFORMATION

In this field or tab	Do this
Credit Amounts	Check the box if you want credits to appear as negative amounts (for example: -1390.00).
Naming Convention	Select how you want the field names to appear in the report: Simple Order API displays most field names in camel case (for example: FirstName) SCMP API displays most field names with underscores (for example: first_name)
Application	Select one or more types of transactions you want to include in the report. Leave blank to include all types.
Connection Method	Select one or more connection methods used to perform the transaction that you want to include in the report. Leave blank to include all types. Available only for reports that include the Source field.
Payment Channel	Select one or more payment channels used to perform the transaction that you want to include in the report. Leave blank to include all types.
Field Selection	One or more of the following: Enter text matching a field name you want to find in the Search field. Check the box for one or more fields or field types to include or remove from the report; check the Select All box to add or remove all fields. Click the Arrow icon in a section to expand or collapse it. In the Selected column, click the Delete icon to remove a field or field type from the report.
Field Ordering	Click and hold the Handle icon to rearrange fields (in the Selected column on the Field Selection tab) into the order in which you want them to appear in the report. This option is only available for CSV output. XML field ordering cannot be guaranteed.

To change any of the default fields included in your report, use the Advanced Report Features section to perform one of these actions. The available actions are dependent on the report type and format you select:

Advanced Report Features
Advanced Report Features	Description
Credit Amounts	Check the box if you want credits to appear as negative amounts (for example: -1390.00).
Naming Convention	Select how you want the field names to appear in the report: Simple Order API displays most field names in camel case (for example: FirstName) SCMP API displays most field names with underscores (for example: first_name)
Application	Select one or more types of transactions you want to include in the report. Leave blank to include all types.
Connection Method	Select one or more connection methods used to perform the transaction that you want to include in the report. Leave blank to include all types. Available only for reports that include the Source field.
Payment Channel	Select one or more payment channels used to perform the transaction that you want to include in the report. Leave blank to include all types.
Field Selection	One or more of the following: Enter text matching a field name you want to find in the Search field. Check the box for one or more fields or field types to include or remove from the report; check the Select All box to add or remove all fields. Click the Arrow icon in a section to expand or collapse it. In the Selected column, click the Delete icon to remove a field or field type from the report.
Field Ordering	Click and hold the Handle icon to rearrange fields (in the Selected column on the Field Selection tab) into the order in which you want them to appear in the report. This option is only available for CSV output. XML field ordering cannot be guaranteed.

Click

Create

when you are done configuring the report attributes.

After the report is created, the generated report is downloadable. It appears in the

Available Reports

page, in the

Custom Reports

tab. It can take up to 6 hours to generate a report.