How to create a new report

To configure a new automated report, go to the Report section and click New report.

This opens the configuration page, where all the parameters required to create the report can be set. Once the configuration is complete, click Save to generate and send the report according to the selected settings.

The creation page is divided into four sections containing the information to be entered or selected:

1. Report Data

This section contains the main information required to create a new report and receive it at the desired frequency:

Name prefix (optional):

The prefix that appears before the selected report name. It adds an additional level of detail to the file received. For example: report_

Name:

The name to be assigned to the report. For example: previous month sales. A full report name combining the prefix and name could be: “report_previous month sales.xlsx”

Type:

• Transfers: select this report type to view the list of transfers associated with your transactions.
• Payments - Ecommerce: select this report type to view Ecommerce payments relating to one or more of your workspaces.
• Events: select this report type to view the list of events associated with payments.

Workspace:

A group of one or more shops. The selected workspace determines which data will be included in the generated report. To create a report covering all your workspaces, select ALL STORES from the list.

Frequency:

How often the report should be delivered.

• Daily: select this option to receive the report every day.
• Weekly: select this option to receive the report every week.
• Monthly: select this option to receive the report every month.
• Customised: select this option to receive the report according to a customised frequency. When this option is selected, the “every [number of] days, weeks or months” field must also be completed.

From:

The date from which the report will be scheduled. Only future dates can be selected, starting from the day after the report is created.

2. Filters

In this section, the parameters used to determine which data will be displayed in the report can be set, including predefined or custom filters created in the Filters tab.

Date:

The criterion used to select the transfers, Ecommerce payments and events to be included in the report based on a specific reference date. For example, Event date can be selected for Events reports.

Time range:

The date range for which data should be extracted. Only data falling within the selected period will be included in the report. Two options are available:

1. Quick options

The available options depend on the value selected in the Frequency field. Select this option to use a predefined time range:

• Daily frequency
• Time range:
  Previous day: includes data relating to the day before the report delivery date.
  Last 7 days: includes data from the seven days preceding the report delivery date.

• Weekly frequency
• Time range:
  Last 7 days: includes data from the seven days preceding the report delivery date.
  Last month: includes data from the month preceding the report delivery date.

• Monthly frequency
• Time range:
  Last month: includes data from the month preceding the report delivery date.

• Customised frequency
• Use the frequency period: the time range will match the customized frequency selected.

2. Custom

This option can be used to create a custom time range.

• From indicates how many days before the report date the time range begins. For example, entering 15 will include all transactions from the previous 15 days.
• To indicates how many days before the report date the time range ends. For example, entering 4 will include transactions up to four days before the report date.

Time zone:

Defines the time reference used to select the payments, transfers and events to be included in the report. This setting affects date filtering, but not how times are displayed, which follows the time zone configured under General settings.

Filter:

The filter previously configured in the Filters tab. Predefined filters are also available.

3. Template

In this section, the report columns can be defined by selecting individual fields or choosing a predefined or custom template from those available in the Template tab.

A maximum of 50 columns can be selected for each report.

4. Export and sharing

In this section, the report format and delivery method can be defined:

• Format: .xlsx, .csv or .txt, with the option to compress the file.
• Via: email or sFTP.

Once the configuration is complete, a trial report can also be downloaded using the Download trial command at the top of the page, next to the report name. This provides a preview of the file created.

Report types

The fields available in the Template section vary depending on the selected report type: Ecommerce Payments, Events, or Transfers.

Ecommerce Payments

For this report type, users can select fields belonging to the following categories:

3DS, Axerve Guaranteed Payments, Custom fields, Card, Fees, Merchant, Identifiers, Amount, Payment information, Pay by Link, Smart routing, and User.

Events

For this report type, users can select fields belonging to the following categories:

3DS, Axerve Guaranteed Payments, Transfers, Custom fields, Card, Fees, Disputes, Merchant, Identifiers, Amount, Event information, Pay by Link, Smart routing, and User.

Transfers

For this report type, users can select fields belonging to the following categories:

Transfers, Custom fields, Card, Fees, Disputes, Merchant, Identifiers, Amount, Event information, and User.