To create a custom report subscription:

  1. On the left navigation pane, click the Reporting 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. Account level (partner) users only: Under Account Setup, select whether to base the report on data from a specific merchant or a group of merchants; then choose an available value in the Merchants or Groups list or use the default value to include all merchants or groups.
  6. Under Basic Report Setup, enter the following:
    In this field Do this
    Report Name 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.
    Report Type Select the type of report that most closely represents the data or process you want to include. The Business Center 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.
    File Format Choose whether the Business Center creates the report in XLS or XML format.
    Frequency Choose Recurring subscription to automatically generate daily, weekly, or monthly reports.

    To create a one-time report, see "Generating One-Time Reports."
  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 report type and format you select):
    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 transactions you want to include in the report.

    Leave blank to include all types.
    Connection Method Select one or more connection methods used to perform the transaction that you want to include in the report.

    Leave blank to include all types.

    Available only for reports that include the Source field.
    Payment Channel Select one or more payment channels used to perform the transaction that 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 Arrow icon in a section to expand or collapse it.

      In the Selected column, click the Delete icon 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. XML field ordering cannot be guaranteed.
  8. When you are done, click Create. The Manage Report Subscription page appears and the new subscription appears in the Custom Reports Subscriptions List.