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Generating One-Time Reports

The
Smartpay Fuse Portal
 enables you to create your own reports when your needs don’t require an ongoing subscription. A one-time report might be useful when:
  • You need information about transactions that happened before you set up your recurring subscription.
  • You want to test a report before setting up a recurring subscription.
  • You need a particular type of information only one time, so a recurring subscription is unnecessary.
When you need past information that spans more than 31 days, you can create multiple one-time reports. In order to protect system performance, each user is able to generate up to three one-time reports concurrently. Additional one-time reports can be scheduled after the first three reports complete.
After your one-time report is generated, it is available for download on the
Available Reports
 page. Depending on the size of the report, it might take longer than 6 hours to generate.
The process for creating a report subscription is the same as for creating a one-time report. The steps listed below focus on creating a one-time report; to follow steps specifically for creating custom subscriptions, see Creating New Custom Report Subscriptions
To generate a one-time report:
  1. On the left navigation pane, click the
    Reports
     icon.
  2. Under Downloadable Reports, click
    Available Reports
    . The
    Available Reports
     page appears.
  3. On the Custom Reports tab, click
    Create Report
    . The Create Report Subscription page appears.
  4. 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.
  5. 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
      One-time report
       to create a single report covering the date range (and time zone) you choose. You can also select a Recurring subscription. For information about supported time zones, see Supported Time Zones.
  6. 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):
    In this field or tab
    Do this
    Credit Amounts
    Check the box if you want credits to appear as negative amounts (for example: -1390.00)
    Naming Convention
    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)
    Application
    Select one or more types of applications you want to include in the report.
    Leave blank to include all types.
    Field Selection
    One or more of the following:
    • 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.
    • In the Selected column, click the
      X
       to remove a field or field type from the report
    Field Ordering
    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.
    This option is only available for CSV output.
  7. When you are done, click
    Create
    . The Available Reports page appears, and the new report appears in the Custom Reports List.