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Create Merchant Groups

Creating a merchant
group
 enables you to pair two or more merchants together for the purposes of viewing consolidated transactions and other reporting data in the Transaction Search and Reporting sections in the
Business Center
. For example, when creating a custom report subscription, you can choose the merchant group you created.
Groups are usable only for Transaction Search and Reporting.
Follow these steps to create a group:
  1. Log in to your
    Business Center
     test or production account.
    If have a branded URL, use the URL provided in your confirmation email.
  2. On the
    Business Center
    's left navigation panel, choose
    Account Management > Group Management
    .
    The Group Management page appears.
  3. Click
    Add group
    .
    The Create Group window appears.
  4. Enter this information:
    • Group Name:
       Enter a unique name that is easily readable and recognizable.
    • Description:
       Enter a description of what the merchant group is.
    • Merchant Name:
       Search for the merchants you want in the group and click the check box next to the merchant names.
  5. Click
    Create
     when you are done.
    The Group Management page displays and you will now see the group you created in the Group List table.
    If you do not immediately see the group you created in the table, you should enter the group's name in the Group Name search box to find and confirm the group was created.