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.
You can use schedules to automate report generation so, for example, they are run at a convenient time, such as at midnight.
Schedules are available for the following report types:
Recurring Payments agreements with cards approaching expiry
Recurring Payments Statement View
Recurring Payments Agreements Summary
To schedule, for example, a daily summary report:
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. Click the Schedule the report radio button to activate the available fields.
6. Enter an email address in the address field.
7. Enter a report description in the reference field.
8. Select the Every weekday at midnight option from the schedule drop-down menu.
9. The report is generated as a Web page.
10. Select the generate button to save the schedule.
11. Accept the defaults and click the generate button.
A page displays the status of the schedule. If the schedule has been successfully saved, its details are shown at the bottom of the Reporting Page.
For more details, see Recurring Payments Agreements Summary.
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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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