Home > Reports > Report Credit Card Transactions
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. Once the report criteria have been selected, click
Run to produce the report.
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.
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