Group: General

Type:    Form
Description: Provides access to general transaction reports group.
Tabs:

Account Activity Export

 view

Auditing Log

 view

Customer Account List

 view

Customer Account Master

 view

Customer Account Export

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Items:


Account Activity Export
Provides access to account activity export report generation options.
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Back
Allows to close current reports group and get back to the previous folder.
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Customer Account Code
Account code associated with the customer.
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Merchant Account
Allows to select an appropriate merchant account from the list.
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Transaction Type
Allows to select an appropriate type of transactions that are included in the report.
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All Transactions
Indicates that all types of transactions are included in the report.
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Collections Transactions
Indicates that collections transactions are included in the report.
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Non-Collections Transactions
Indicates that non-collections transactions are included in the report.
Export Type
Allows to select a type of an export file that is generated.
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HTML
Indicates that report is generated in HTML format.
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XLS
Indicates that report is generated in XLS format.
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CSV
Indicates that report is generated in CSV format.
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PDF
Indicates that report is generated in PDF format.
Generate In Background
Indicates whether the report is generated in the background or not.
Run
Allows to run report generation process.

Auditing Log
Provides access to auditing log report generation options.
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Back
Allows to close current reports group and get back to the previous folder.
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From/To Date
Date range used to generate the report.
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Merchant Account
Allows to select an appropriate merchant account from the list.
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Agent
Allows to select an appropriate agent account from the list.
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Object Type
Allows to select an appropriate type of object from the list.
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All
Default value.
Indicates that all types of objects are included in the report.
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Customer Account
Indicates that only customer accounts are included in the report.
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Payment Option
Indicates that only payment options are included in the report.
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Payment Plan
Indicates that only payment plans are included in the report.
Include System User
Allows to select whether the system user is included in the report or not.
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Yes
Indicates that system user is included in the report.
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No
Indicates that system user is not included in the report.
Export Type
Allows to select a type of an export file that is generated.
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PDF
Indicates that report is generated in PDF format.
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CSV
Indicates that report is generated in CSV format.
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HTML
Indicates that report is generated in HTML format.
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XLS
Indicates that report is generated in XLS format.
Generate In Background
Indicates whether the report is generated in the background or not.
Run
Allows to run report generation process.

Customer Account List
Provides access to customer account list report generation options. The report lists customer account data for all customers with next billing date falling in the specified date range.
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Back
Allows to close current reports group and get back to the previous folder.
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From/To Date
Date range used to generate the report.
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Merchant Account
Allows to select an appropriate merchant account from the list.
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Export Type
Allows to select a type of an export file that is generated.
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HTML
Indicates that report is generated in HTML format.
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XLS
Indicates that report is generated in XLS format.
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CSV
Indicates that report is generated in CSV format.
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PDF
Indicates that report is generated in PDF format.
Generate In Background
Indicates whether the report is generated in the background or not.
Run
Allows to run report generation process.

Customer Account Master
Provides access to customer account master report generation options. The report reflects detailed account stated for a given customer. Lists all personal info, payment plans, payment options and account activities.
Use this report to obtain a printed financial record of any customer account.
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Back
Allows to close current reports group and get back to the previous folder.
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From/To Date
Date range used to generate the report.
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Merchant Account
Allows to select an appropriate merchant account from the list.
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Customer Account Code
Account code associated with the customer.
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Export Type
Allows to select a type of an export file that is generated.
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HTML
Indicates that report is generated in HTML format.
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XLS
Indicates that report is generated in XLS format.
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CSV
Indicates that report is generated in CSV format.
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PDF
Indicates that report is generated in PDF format.
Generate In Background
Indicates whether the report is generated in the background or not.
Run
Allows to run report generation process.

Customer Account Export
Provides access to customer account export report generation options.
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Back
Allows to close current reports group and get back to the previous folder.
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From/To Date
Date range used to generate the report.
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Merchant Account
Allows to select an appropriate merchant account from the list.
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Include Call Opt-Ins
Allows to select whether customers with a particular phone number are included in the report or not.
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All
Default value.
Indicates that all customers are included in the report.
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Yes
Indicates that customers with a particular phone number are included in the report.
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No
Indicates that customers with a particular phone number are not included in the report.
Export Type
Allows to select a type of an export file that is generated.
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HTML
Indicates that report is generated in HTML format.
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CSV
Indicates that report is generated in CSV format.
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PDF
Indicates that report is generated in PDF format.
Generate In Background
Indicates whether the report is generated in the background or not.
Run
Allows to run report generation process.
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