How do I enable automatic reporting?

Automatic Reporting allows you to seamlessly generate reports on a daily basis.

  1. After logging into the portal (click here to reach the login page), you can access the reporting view by clicking on the "Reporting" tab located on the left side navigation bar of the screen. This will direct you to the reporting module.

    Enable_Auto_Report_01

  2. Within the reporting module, you will find the Daily Authorization Report, Daily Settlement Report, Daily Refund Report, and Daily Chargeback Report. To enable daily reporting, simply toggle the button labeled "Disabled" to "Enabled." This will indicate that daily reporting has been successfully enabled. When this happens, a green banner message will appear with the message, "Report enabled successfully."

    Enable_Auto_Report_02

Congratulations, you have learned how to enable automatic reporting! If you need assistance or have further questions, please refer to our self-service Knowledge Base!