You can use schedules to automate report generation, so that they are made at a convenient time, such as at midnight.
Schedules are available for the following report types:
FuturePay agreements with cards approaching expiry.
FuturePay Statement View.
FuturePay Agreements Summary.
The following example describes how to set a schedule for generating a daily summary. Note that setting a schedule for the other report types is much the same.
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 Agreements Summary option. The Reporting Page for this type of report will open.
Enter today's date in the Date field by selecting the today option.
Navigate to the Schedule the report radio button and select it, note that the fields immediately under the button become active.
Enter the email address you want to send the report to in the address field.
Enter a suitable description for this report in the reference field, for example, Daily.
Select the Every weekday at midnight option from the schedule drop-down menu
Now select the generate button to save the schedule.
A new page will open to advise you about the status of the schedule. If the schedule has been successfully saved its details will be shown at the bottom of the Reporting Page.
For further details please refer to Page Description - FuturePay Agreements Summary.
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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. Please refer to Statements - Configure Statements for details. |
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