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To generate a summary of agreement and transaction activity for a specific day:
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 Agreements Summary option.
The Reporting Page for this type of report displays.
4. Enter today's date in the Date field by selecting the today option.
5. The report is generated as a Web page.
6. Accept the defaults and click the generate button.
The report displays once it has been generated.
7. Accept the defaults and click the generate button.
Once the report has been generated you can view it immediately.
The reporting page allows you to generate a summary for any date, by entering the specified date in the Date field.
You can choose to view the results as a Web page, as an email, or save them in various formats, such as Excel or PDF.
For more details, see Recurring Payments Agreements Summary.
You can also specify when automated reports are to be generated. See Schedule Reports - Automate Report Generation for details.
An example report is shown below, using descriptive field headings. When there is no data to report a the message 'No activity' displays.
Worldpay - FuturePay Agreements Summary
Summary of FuturePay Agreement status for company Fantastic Company
Company (100270)
This report consists of twelve sections. Sections one through to section
seven are time-specific reports generated for the period between 12-Aug-2007 00:00:00.0 (GMT) and 13-Aug-2007 00:00:00.0.
Sections eight through to twelve report cumulative (that is total) Recurring Payment (FuturePay)
activity to the present date.
************** 12-Aug-2007 **************
Daily Successful Recurring Payment (FuturePay) Transactions
Account ID No. of Agreements Value of Transactions
No activity
Daily Failed Recurring Payment (FuturePay) Transactions
Account ID No. of Agreements Value of Transactions
Daily New Recurring Payment (FuturePay) Agreements
Account ID No. of Agreements
No activity
Daily New Recurring Payment (FuturePay) Agreements by card types
Card Type No. of Agreements
No activity
Daily Shopper Cancelled Recurring Payment (FuturePay) Agreements
Account ID No. of Agreements
No activity
Daily Merchant Cancelled Recurring Payment (FuturePay) Agreements
Account ID No. of Agreements
No activity
Daily Suspended Recurring Payment (FuturePay) Agreements
Account ID No. of Agreements
No activity
************** Totals To Date **************
Total Number of Cancelled Recurring Payment (FuturePay) Agreements
Account ID No. of Agreements
No activity
Total Number of Active Recurring Payment (FuturePay) Agreements
Account ID No. of Agreements
No activity
Total Number of Active Recurring Payment (FuturePay) Agreements with expired shopper cards
Account ID No. of Agreements
No activity
Total Number of Recurring Payment (FuturePay) Agreements awaiting a start date
Account ID No. of Agreements
No activity
Total Number of Recurring Payment (FuturePay) Agreements with attempt limit reached
Account ID No. of Agreements
No activity
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