Reports

Reports consists of two sub-menu items: Generated and Definitions.

Navigate the self-service Reports

1. Log in to the POS Portal
2. Go to Reports > Generated or Definitions
3. Use Generated to view created reports and Definitions to manage/schedule new reports

View Scheduled report ('Definitions')

Go to Reports > Select Definitions > View scheduled reports in card view.

Each card includes:

• Report name: MT940, CAMT050 or CSV Statement Report
• Status: Active/deactivated
• Interval: Daily
• Scope: 'Merchant'
• Next trigger: Date/time of next scheduled report
• Filters: Grouped by store/brand, terminal/brand, brand or none
• Account currency: Euro
• Recipient: Email address of recipient
• Edit button: Edit report details
• Deactivate button: Deactivate the report schedule

Schedule your report ('Definitions')

1. Go to Reports > Definitions
2. Click Schedule New Report button (upper-right corner)
3. A pop-up appears with the following choices:

• Report Type, select one of the following:
  MT940: For financial reconciliation
  CAMT050For financial reconciliation
  CSV: For importing/exporting transaction data
• Frequency:
  Set to daily
• Scope:
  Set to 'Merchant'
• Card grouping, select one of the following:
  None
  ByTerminalAndBrand
  ByStoreAndBrand
  ByBrand
  None
• Account currency, for financial reconciliation
  Support Euro (EUR)
• Recipient:
  Add the recipient's name and email address
  If desired, add another recipient

4. Click Save > Schedule the new report.

View generated reports

Go to Reports , click Generated > View the list of all reports displayed in a list showing Creation Date, Status, Type and File Name.

View Generated report details

1. Click View Details icon on the right side of a report row.
2. A detailed screen opens showing:
   • Report ID: Unique identifier
   • Creation/Update date: Tracks when the report was created/updated
   • Status: Current report status
   • Type/File type: Format and data type of the report
   • File name: Name of the downloaded file
   • Store ID: Store associated with the report
   • User/recipient: Creator and recipient details

Supported languages

• English
• Dutch