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To schedule a report:
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 date range you require.
The date range you enter will depend on the schedule you wish to select (see step 8). For example, if you want to schedule a daily report, select a date range of one day. If you want to schedule a monthly report, select a date range of a month.
4. Select the Schedule this Date check box for both the From Date and Until Date fields.
5. Enter your required parameters in the following fields:
Event Type
Last Event
Format
Saved Report Format
6. In the Output section of the report, select the Schedule the Report radio button.
7. Enter your email address and a reference name that you will recognize.
8. Select one of the following options from the Schedule drop-down list:
Monthly on the 1st at 4:00h (GMT)
Monthly on the 1st at 2:30h (GMT)
Every Monday at 9:00h (GMT)
Every Monday at 6:00h (GMT)
Daily at 2:00h (GMT)
Daily at 4:00h (GMT)
9. Click Generate.
The Reports page displays. If successful, a 'SUCCESS: Report successfully scheduled.' message displays.
10. Click Go Back to return to the Get Statement Report Parameters page.
The name you gave to your saved schedule displays under Manage the Report Schedules.
1. Navigate to the Get Statement Report Parameters page.
2. Scroll down to the Manage the Report Schedules section.
3. Click the Load button for the applicable schedule.
The schedule you saved are loaded.
4. Click Generate to use the schedule.
1. Navigate to the Get Statement Report Parameters page.
2. Scroll down to the Manage the Report Schedules section.
3. Select the schedule that you no longer require and click Delete.
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