Format - Excel Format Reports

You can specify that your reports are to be in Excel format, as well as in a range of other formats, including PDF and comma separated text. For example, you can generate a report in Excel format, showing all of your agreements for the past month in a single statement.

1. Login to the Merchant Administration Interface and select the FuturePay option from the left-hand Menu. By default the Merchant FuturePay Administration Page will open, ignore this for now.

2. Select the Reports option from the left-hand Menu. The Reporting Page will open, displaying the four types of reports available. Note that each report description is a hypertext link that opens a reporting page specifically designed for the report type.

3. Select the FuturePay Statement View option. The Reporting Page for this type of report will open.

4. Enter your merchant code in the Merchant code field.

5. Enter the date for a month ago in the Statement Start field. Note that you can use one of the dating options and then modify the presented date.

6. Enter today's date in the Statement End field. Note that you can select the today dating option.

7. Navigate to the Format drop-down menu and select the Excel spreadsheet option.

8. There are a number of other fields with preset default values, for now accept these defaults and select the generate button. Once the report has been generated you will prompted to save it as a file or to open it for immediate viewing.

This reporting page allows you to generate statements that meet a wide variety of other criteria. You can choose to view the results on screen as web pages, or email them, or save them in various formats, such as PDF and comma-separated text.

For further details please refer to Page Description - FuturePay Statement View Page.