Page Description - Statement View Page

Administration code

This field shows the current administration code.

Merchant code

WorldPay's unique identifying code for the merchant user. This is generated by WorldPay when the merchant opens an account with us.

Statement Start

The date and time at which you wish to begin retrieving agreements, in the format YYYY-MM-DD with an optional time in the format hh:mm[ss]. A calendar is provided for convenience, as are label-buttons for yesterday and today.

Statement End

The date and time at which you wish to stop retrieving agreements, in the format YYYY-MM-DD with an optional time in the format hh:mm[ss]. A calendar is provided for convenience, as are hotspot labels for yesterday and today.

Agreement Type

This list box allows you to select the type of agreement to be retrieved. Choose from: All, Limited, or Regular.

Current agreement status

This list box allows you to specify the current status of the agreements to be retrieved. Compare this with the field below.

Agreement status in period

This list box allows you to specify the status of the agreements to be retrieved - as they were during the search period you specified with the start and end dates. Compare this with the field above.

Format

This list box allows you to select the report's output format. Choose from: Excel spreadsheet, Web Page, PDF, Comma separated text, or Tab separated text.

Column Configuration

If you have created your own column configurations you can select one of them with this list box. Please refer to the section Manage Report Column Configurations Area below.

Output

This area allows you to specify how the report will be dealt with. You can choose to view it on your page, email it, or schedule it to be generated on a regular basis.

This button generates the report according to the settings you made in the area above.

Note that if you have selected the Schedule the report radio button, the report will be generated according to your schedule settings, rather than immediately. Also note that you can select a different column configuration for each schedule you create.

This button clears your current settings and resets the fields to the default settings.

This button returns you to the Reporting Page.

Manage the Report Schedules

This area allows you to load, create, change and delete schedules.

Reference

The reference name you gave when you created the schedule.

Schedule Description

A description of the schedule, as selected from the schedule list box.

This button loads the saved schedule so that it populates the fields in the page. You can then choose to immediately view a generated report based upon it, or to save the report in one of the available formats.

This button deletes the schedule.

Manage the Report Column Configurations

This area allows you create, change and delete configurations.

Create a new column configuration based upon a standard configuration

This area allows you to create new layouts configurations. Use the drop-down menu to select an existing configuration as the basis of the new one.

Column Configuration row

To create a new configuration, select an existing configuration to base the new one from the drop-down menu, then select the create button.

This button allows you to create a new layout configuration. Select it to open the Report Column Configuration Page.

Edit or delete your own configurations

This area lists your own configurations, the buttons allow you to edit or delete them.

This button will appear alongside any new layout configurations you create. It allows you to make changes to an existing layout by opening the Report Column Configuration Page.

This button will appear alongside any new layout configurations you create. It allows you to delete the layout configuration.