In the left navigation panel, click the Reporting
icon.
Under Transaction Reports, click Payment Batch Summary. The Payment Batch
Summary Report page appears.
In the search toolbar, select the Frequency filter you want to include in
the report.
Portfolio users: select the Merchant for whom you want to view data.
Account level users: select a Merchant to filter by an individual merchant
instead of by account values.
Based on the Frequency selected, choose the specific day, week, or month you want
to review. Only months that have already occurred in the current year
display in the Month list. To view all months of a previous year, select the year
first, then choose the desired month. To view results from the period
prior to or following the selected period, click Previous or Next below
the search toolbar.
Select the Currency code of the transactions you want to include.
Click Export and choose your desired aggregation options and file format.
Export options are based on the frequency selected.
Follow your browser’s instructions to open and save the file.
