Coding for Report Groups

You use Report Groups (reportGroup attribute) to separate your transactions into different categories, so you can view the financial reports by your specific report group names. If you are unsure what groupings to use, your Relationship Manager can help you determine the best practice for your business.

Creation of an excessive number of Report Groups (in excess of 250) will impact the amount of time require to compile various reports in the iQ. Report Groups are intended to allow you to segregate transactions by logically grouping them into the different segments of your business. Report Groups are not intended to track sales or marketing programs that exist for limited times. For this type of tracking, Worldpay provides other transaction tagging methods detailed in Additional/Alternate Methods of Tagging Transactions

Example:  Report Groups

The merchant, Demo, wants to separate their domestic and international sales information. To do this the company submits all domestic transactions using reportGroup = "Domestic Business", and all international transactions using reportGroup = "International Business". When they access the Authorization Report in the iQ using the By Reporting Group tab, the transactions would be separated as shown in Figure 1-1.

The reportGroup attribute is case and space sensitive. A reportGroup = "Picture Frame" is a different report group than a reportGroup ='pictureframe'

FIGURE 1-1 Report Group Example - 2 Groups

The plus sign next to the Domestic Business report group signifies that there are child groups present. When fully expanded (see Figure 1-2), the iQ shows a report group hierarchy with information for the Domestic Business group further separated into Service A and Service B groups and Service A containing two additional child groups. If you find it necessary to establish this type of nested hierarchy, your Implementation Consultant will assist you.

FIGURE 1-2 Report Group Example - Expanded to Show Child Groups