Creating report parameter sets

If you frequently use the same parameters to generate a report, you may find it useful to save a particular set of parameters and then load the saved parameters before generating a report.

Set report parameters

1.       Navigate to the Get Statement Report Parameters page.

2.       Select the Merchant Code for which you want to generate a report from the drop-down list.
(If you have more than one merchant code.)

3.       Select the report generation parameters you require in the following fields:

1. • From Date

   • Until Date

   • Event Type

   • Last Event

   • Format

   • Saved Report Format

4.       In the Output section of the report, select the Save the Current Parameters radio button.
This saves the parameters you have entered.

5.       Enter a name in the Reference text box.

6.       Click Generate.
The Reports page displays. If successful, a 'SUCCESS: Report parameters successfully saved' message displays.

7.       Click Go Back to return to the Get Statement Report Parameters page.
The name you gave to your saved parameters displays under Manage the Report Parameter Sets.

Load saved report parameters

1.       Navigate to the Get Statement Report Parameters page.

2.       Scroll down to the Manage Report  Parameter Configurations section.

3.       Click the Load button for the applicable report.
The parameters you saved are loaded. You can use or edit them as required, before generating the report.

4.       Click Generate.

Delete saved report parameters

1.       Navigate to the Get Statement Report Parameters page.

2.       Scroll down to the Manage Report  Parameter Configurations section.

3.       Select the report that you no longer require and click Delete.