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Functional guides

Customizing the report

Via the Transactions report tab, the merchant can access two environments:

  • Workspace report settings

    The workspace report is under construction. The merchant uses the Workspace report settings to customize the transactions report without modifying it in active mode.

  • Active report settings

    The active report contains the parameters used by the gateway for generating the transactions report. The merchant can customize the report directly in the Active report settings. However, it is recommended to use Workspace report settings and then transfer the modifications.

Figure 1. Workspace report settings and Active report settings

The merchant can shift the Workspace report settings to the Active report settings at any time by clicking on the icon located between the two tabs.

  • Defining character encoding
  • Defining the amount format
  • Including/excluding the title line
  • Using the column titles of the tab Captured transactions
  • Enclosing data in quotes
  • Applying a filter to finalized transactions
  • Managing content
  • Data available for customization
  • Previewing the Transactions report
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