Merchant Portal: Report Subscription Management

A recurring report subscription is a template that describes the attributes of a report, including how often it runs and the period of time it spans. After your recurring report is generated, it is available for download on the Available Reports page. 

In addition to choosing from available fields, you can customize the following attributes of a recurring subscription:

• Name: a unique name for the report. The name cannot be changed after a report is created.
• Report type: a set of reports that can be customized. The report type cannot be changed after a report is created.
• Format: the format of a generated report (XML or CSV).
• Frequency: the frequency at which a report runs: one-time, daily, weekly, or monthly. Daily/Weekly/Monthly reports generate moving forward while one-time reports can be created to pull historical data (up to a one-month period).
• Start time: Applies to daily, weekly, and monthly reports only. Indicates the time of day at which a report runs.
• Date Range: Applies to one-time reports only. Indicates the time range of historical data included in the report.

A recurring daily report has an SLA of 6 hours.  All other report generating timeframes will be based on length of report, time of day the report is run, etc.

Up to twenty report subscriptions can be maintained at any given time. Three reports can be run at any given time. 

Create a Report Subscription

1. On the left navigation pane, click Reports.
2. Select Downloadable Reports > Report Subscription Management. The Report Subscription Management page appears.
3. Click the Custom Report Subscriptions tab. The Custom Reports Subscriptions List appears.
4. Click Create Subscription. The Create Report Subscription page appears
5. Partners/Account Level Users Only: Under Account Setup, select whether to base the report on data from a specific merchant, or a group of merchants, and then choose an available value in the Merchants or Groups list. To create a report that includes all merchants or groups, use the default value.
6. Under Basic Report Setup, enter the following:
   1. In the Report Name field, enter the name for your report that best reflects the data you want to capture. Each report must have a unique name containing up to 250 characters.
   2. In the Report Type field, select the type of report that most closely represents the data or process you want to include. Business Center automatically includes the most commonly used fields in your report based on this selection. See the next step for more information on how to customize these values.
   3. In the File Format field, choose whether Business Center creates the report in XLS or XML format.
   4. In the Frequency field, choose Recurring subscription to automatically generate daily, weekly, or monthly reports. You can also create a one-time report.
7. To change any of the default fields included in your report, expand Advanced Report Features section, and then perform one or more of the following actions (available actions are based on the services you use):
   1. In the Credit Amounts field, check the box if you want credits to appear as negative amounts (for example: -1390.00)
   2. In the Naming Convention field, select how you want the field names to appear in the report: SOAPI displays most field names in camel case (for example: FirstName); SCMP displays most field names with underscores (for example: first_name).
   3. In the Application field, select one or more types of applications you want to include in the report. Note: leave blank to include all types.
   4. In the Field Selection field, enter text matching a field name you want to find in the Search field, check the box for one or more fields or field types to include or remove from the report; check the Select All box to add or remove all fields and/or in the Selected column, click the X to remove a field or field type from the report
   5. In the Field Ordering field, click and hold the handle to rearrange fields (in the Selected column on the Field Selection tab) into the order in which you want them to appear in the report
8. When you are done, click Create. The Manage Report Subscription page appears, and the new subscription appears in the Custom Reports Subscriptions List.