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Creating New Custom Report Subscriptions

A recurring report subscription is a template that describes the attributes of a report, including how often it runs and the period of time it spans. After your recurring report is generated, it is available for download on the
Available Reports
 page. You can maintain up to 20 report subscriptions at any time.
In addition to choosing from available fields, you can customize the following attributes of a recurring subscription:
  • Name
    : a unique name for the report. The name cannot be changed after a report is created.
  • Report type
    : a set of reports that can be customized. The report type cannot be changed after a report is created.
  • Format
    : the format of a generated report (XML or CSV).
  • Frequency
    : the frequency at which a report runs: daily, weekly, or monthly.
  • Start time
    : the time of day at which a report runs.
The process for creating a report subscription is the same as for creating a one-time report. The steps listed below focus on creating recurring subscriptions.
To create a report subscription:
  1. On the left navigation pane, click the
    Reports
     icon.
  2. Under Downloadable Reports, click
    Report Subscription Management
    . The
    Report Subscription Management
     page appears.
  3. Click the
    Custom Report Subscriptions
     tab. The Custom Reports Subscriptions List appears.
  4. Click
    Create Subscription
    . The Create Report Subscription page appears.
  5. Under Account Setup, select whether to base the report on data from a specific merchant, or a group of merchants, and then choose an available value in the Merchants or Groups list.

    ADDITIONAL INFORMATION

    This option is only available for partners and account level users. To create a report that includes all merchants or groups, use the default value.
  6. Under Basic Report Setup, enter the following:
    1. In the
      Report Name
       field, enter the name for your report that best reflects the data you want to capture. Each report must have a unique name containing up to 250 characters.
    2. In the
      Report Type
       field, select the type of report that most closely represents the data or process you want to include. The
      Smartpay Fuse Portal
       automatically includes the most commonly used fields in your report based on this selection. See the next step for more information on how to customize these values.
    3. In the
      File Format
       field, choose whether the
      Smartpay Fuse Portal
       creates the report in XLS or XML format.
    4. In the
      Frequency
       field, choose
      Recurring subscription
       to automatically generates daily, weekly, or monthly reports. You can also create a One-time report.
  7. To change any of the default fields included in your report, click the Arrow ( ) icon to expand the Advanced Report Features section, and then perform one or more of the following actions (available actions are based on the services you use):
    1. In the
      Credit Amounts
       field, check the box if you want credits to appear as negative amounts (for example: -1390.00)
    2. In the
      Naming Convention
       field, select how you want the field names to appear in the report:
      SOAPI
       displays most field names in camel case (for example: FirstName);
      SCMP
       displays most field names with underscores (for example: first_name).
    3. In the
      Application
       field, select one or more types of applications you want to include in the report. Leave blank to include all types.
    4. In the
      Field Selection
       field, enter text matching a field name you want to find in the
      Search
       field, check the box for one or more fields or field types to include or remove from the report; check the
      Select All
       box to add or remove all fields. (Click the
      ^
       in a section to expand or collapse it.); and/or in the
      Selected
       column, click the
      X
       to remove a field or field type from the report
    5. In the
      Field Ordering
       field, click and hold the
      Handle
       icon to rearrange fields (in the
      Selected
       column on the Field Selection tab) into the order in which you want them to appear in the report
  8. When you are done, click
    Create
    . The Manage Report Subscription page appears, and the new subscription appears in the Custom Reports Subscriptions List.