Managing Report Subscriptions

With the appropriate permissions, you can manage the reports to which you subscribe via the Manage Scheduled Reports page, as shown in Manage Scheduled Reports Page. The reports available for subscription are dependent on your user permissions. Some permissions make more than one report available. For example, the Financial Reports permission allows you to subscribe to and manage the Net Settled Sales Report, the Chargeback Financial Reports, Activity Report, Settlement Report, and Fee Reports. See for more information.

Using this interface, you can select which reports you want to receive, as well as the frequency the system generates the reports (not available for all reports). When you subscribe or un-subscribe to a report, you only impact the reports listed on your My Reports tab and not reports that other users or your organization subscribes to. If you are the only person subscribed to a report, un-subscribing stops that report from being generated and delivered to your FTP account.

You cannot manage reports that appear on the Shared Reports tab. Access to these reports are configured when you subscribe to an associated Value-Added Service.

To manage the reports you receive:

  1. From the iQ Home page, click Manage Scheduled Reports from the Home Page Navigation Bar. The Manage Scheduled Report page displays as shown in Manage Scheduled Reports Page.

  2. Check the Subscribe check boxes for the reports to which you wish to subscribe, or un-check the boxes for those reports you no longer wish to receive.

  3. If applicable, for each report, select the Frequency you wish you receive the selected reports. In most cases, either daily or monthly.

  4. Click the Save Subscription button to save your settings.

If you are the only user receiving a particular report and you un-subscribe from it, or your username/account is deleted, the system no longer generates the report.

Manage Scheduled Reports Page

Permissions for Scheduled Reports

The following table describes the iQ permissions necessary to view and manage scheduled reports. Note that all users need the general SSR permission to view any of the iQ Scheduled Reports pages.

Scheduled Reports Permissions

You need this iQ permission..

To view and/or manage these SSR reports..

SSR

Any

Financial Reports

  • Net Settled Sales by Transaction (Activity and Settlement)

  • Chargeback Financial (Activity and Settlement)

  • Activity Report

  • Settlement Report

  • Fee Reports (Activity and Settlement)

  • Effective Discount Merchant Rate

Session Report

Session Report

Transaction Summary

Transaction Summary Report

View Chargeback, Chargeback Summary, Chargeback Administrator, Update Chargeback (All)

Chargeback Status Report

View Card Data

eCheck NOC Update Report