Report Credit Card Transactions
Access
Use this report to create a listing of credit card transactions by location or merchant. Note that this report encrypts credit card numbers.
If you check the box at the Include Invalid Transactions field, the report does not produce totals.
Report byClick on the method by which to sort this report. You can sort by Location or Merchant.
Transactions to UseTo report on settled transactions, click on History. To report on pending transactions not yet settled, click on Current.
Date CodeClick on the Arrow button to view a list of date codes, then select the code that best indicates the time period on which to base your report.
Start DateIf you select CUS at the Date Code field, you activate this field. Use this field to specify the start date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.
If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.
End DateIf you select CUS at the Date Code field, you activate this field. Use this field to specify the end date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.
If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.
Credit Card TypeSpecify the credit card type for this report. If you click on the Search button, you can choose from the list of valid credit card types that appears. To run the report for all card types, leave this field blank.
DistrictThis field is not in use at this time.
Store LocationUse this field to indicate the store location or locations to be included in this report. You can select one location, multiple locations, or all store locations.
To report on a single store, enter a specific location code. To report on multiple locations, click the Action button and use the Multiple Location Selection screen to select the locations for this report. To report on all Locations, leave this field blank.
This field is active only if you select Location at the Report By field.
MerchantEnter the code of the merchant on which to report. If you click on the Search button, a list of merchants appears from which you can choose. If you leave the field blank, you select all merchants.
This field is active only if you select Merchant at the Report By field.
Include Invalid TransactionsTo include invalid transactions in this report, check the box. Otherwise, leave this field blank.
Report TypeClick on the report type you want to use for this report. You can choose summary, detail, or both.
Sort and Subtotal ByYou have three options by which you can sort and subtotal this report: Date, Location, and Card Type. You must choose a primary sort factor. The secondary and tertiary sorts are optional.
Send Output toThe output destination of the report displays. To change the output destination, click on the Actions button and select Output Settings.
Export PathIf you select either the Personal Report Viewer ( PRV), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.
Once you select your run-time options, choose Run to produce the report.