You can generate statements about agreements that meet certain criteria, such as:
A date range
The agreement type
The agreement status
You can display your report on screen as a Web page, or save it in a variety of formats, including Excel. To view, for example, all of your agreements from the past month in a single statement as a Web page:
1. Login to the Merchant Interface and select the FuturePay option from the left-hand Menu.
The Merchant FuturePay Administration Page displays.
2. Select the Reports option under FuturePay, from the left-hand Menu.
The Reporting Page displays, listing the types of reports that are available.
Each report type is a link that opens the appropriate reporting page.
3. Select the FuturePay Statement View option.
The Reporting Page for this type of report displays.
4. Enter your merchant code in the Merchant code field.
5. Enter the date for a month ago in the Statement Start field.
You use one of the date options and then modify the available date.
6. Enter today's date in the Statement End field.
You can select the today option.
7. Accept the defaults and click the generate button.
Once the report has been generated it displays as a Web page.
The reporting page allows you to generate statements that meet a wide variety of other criteria. You can choose to view the results as a Web page, as an email, or save them in various formats, such as PDF and comma-separated text.
For further details, see Recurring Payments Statement View Page.
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You can also manage the column configuration of the generated reports and specify when automated reports are generated. See Configure Statements and Schedule Reports - Automate Report Generation for details. Statement type reports provide a lot of flexibility. You can create layouts to suit a range of purposes, and define a separate schedule for each one. See Configure Statements for details. |
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