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  • Reporting

Getting Started with Reporting

Let's get you started with the basics in our complete getting started guide to the Reporting application.

Getting Started

Using the Merchant Portal

If you are a new customer or new to the merchant portal, use the Common UI Interactions page to learn how the site works. You will learn things like filtering search results and other basic user interface functionality.

Fun With Reports

Here you can view reports, create and generate new reports, schedule when reports should run, and export report results in the format you need.

Navigating Transactions

Finding Your Statements

Use the Statements page to find your monthly documentation. View or download one or more statements for printing or offline viewing.

Reconciling Accounts

We have created several reports that will help you reconcile your accounts.


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