Global Payments Merchant Portal Tutorials: Reports

Reports

The Reports section enables you to:

  • Generate reports using a wide range of search and filter options.
  • Customize your reports by clicking on the “create” custom report option.
  • Export reports.

To Select Reports:

  • Click on “View Report” button on the left-hand side.
  • Once you have clicked on “View Reports,” it will render a new screen.

Report Filters

To narrow your search results, you may utilize the filter button located at the top right of the window. Once the desired filter parameters are entered, click on “Apply” to generate the report.

Once applied, you can “Save” your filter.

In addition, the Column Manager allows you to customize what fields you would like to show on screen and export.

Exporting Reports

The Global Payments Merchant Portal enables you to export and save the reports as CSV or PDF files. There are various advantages to having the reports in those formats, including the ability to:

  • Save them and refer back to them when you need to.
  • Analyze the data to give you an in-depth understanding of how your business is doing.
  • Transfer the data to other applications (e.g. accounting packages).

How to Export Reports

Once you have completed the steps mentioned above and generated a report as shown in the screenshot above, click on the “Export” button. When completing an export you have the option to download CSV or PDF. You can also choose which columns will be visible in your export selection.

If the data records are too large based on the number of records being exported, the system will need more time to generate your report. Therefore, the report will appear in the Generated Reports tab once it is completely loaded.

How to Access Generated Reports

Once your report is ready to view, you will be able to retrieve it under the “Generated” reports tab located in the Reports section of the portal.

How to Troubleshoot Transactions

  1. On the left-hand navigation, click Transaction Finder.
  1. Select one or more merchant numbers using the Hierarchy Selector.

  1. Key in or select the transaction information in the search criteria fields.
  1. For advanced search options, click on More.
  1. Once your selection is entered, click Search. Your results will appear in the summary table below your search criteria.
  1. Additional details about the individual transaction can be found by clicking on Action located in the summary table screenshot above.

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