Note that you have a great deal of flexibility with statement type reports, not only can you create layouts to suit a range of purposes, you can also create a separate schedule for each one.
You can configure your reports so that they present the information you want in your own layout. You can create your own layout configurations and add, remove and adjust the positions of columns in existing configurations.
To do this you will need to access the Report Column Configuration Page:
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.
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.
Select the FuturePay Statement View option. The Reporting Page for this type of report will open.
To create a new configuration:
Select the Create button in the Manage Report Column Configurations area at the bottom of the page.
If you have already created one or more layout formats you can select one as the basis of a new one with the listbox, before selecting the Create button.
The Report Column Configuration Page will open, you can now modify it as described below.
To select an existing column configuration layout:
Select the Edit button in your chosen column configuration row at the bottom of the page.
The Report Column Configuration Page will open, you can now modify it as described below.
For further details please refer to Page Description - Report Column Configuration.
To modify a column configuration layout:
Select the items you want to move from one list to the other, and then click the appropriate arrow button.
Alternatively, click one of the move all buttons to move all items from one list to the other.
To move an item up or down the list, focus on it and then use the up or down buttons. Note that the topmost item of the list corresponds to the leftmost column in the report.
When you have finished laying out your report, enter a suitable name for it in the field beside the save button, and then select the save button.
Alternatively, if the configuration has already been named, select the update button to save the changes.
Select the go back button to return to the FuturePay Statement View report Page.
|
|
Note that you have a great deal of flexibility with statement type reports, not only can you create layouts to suit a range of purposes, you can also create a separate schedule for each one. |
|
|
|
