FuturePay Reporting Page

Purpose

This chapter describes the FuturePay Reporting Page and the different types of reports that it can display.

The Reporting Page enables you to search for agreements and to produce a range of report types. You can also configure your reports so that they present the information you want in your own layout.

The agreements available to your reports may depend upon the way your account has been set up. For instance, your company may have multiple merchant codes, and you may well have access to all agreements across multiple merchant codes, on the other hand you may have access only to agreements for a single merchant code. Please contact us if you want to change the scope of your access.

The different types of report are shown in the General Merchant Reports Page, which opens when you select the Reports option from the left-hand Menu. Please note that, when you select Reports, if you have more than one merchant code you will need to select the relevant one from the list displayed before the General Merchant Reports Page will open.

Use

Please refer to the topics listed below for information about the Reporting Page.

• Searching

• • Agreements - search for using an agreement ID

  • Agreements - search for using a range of parameters

• Reports

• • Cards getting close to expiry - get warnings in advance

  • Excel - format your reports for Excel

  • Format - PDF, comma separated and other formats

  • Daily summary of business - generate a daily summary

  • Schedule Reports - automate report generation

• Statements

• • Statement-style - create reports about agreements

  • Statement layout - configure your statements

• Reporting Pages

• • Screen Shots - Reporting Pages

  • Page Descriptions - Reporting Pages