<< Click to Display Table of Contents >> Navigation:  How do I ? > Prepare and Run the Merchant/Case Report #1070/#1080

Select the report depending on the criteria needed.

 

1. Report #1070 - Complete Merchant Case Report

 

2. Report #1080 - Filtered Merchant Case Report

 

Search criteria works the same for both reports.  Select report, under Merchant select the drop down arrow and select the merchant you want to report on.  If the Merchant is not in the list, click on the ellipsis button ....  This opens the Merchant Selection box.  This box also allows you to create a individual Merchant with varying names or a tested group of Merchants.

 

Select the drop down arrow in the Selections box,  Choose an existing merchant from the list or Click to add the Merchant doesn't already exist.

 

Name the group to identify what is contained in the group selected.  Once the group is named and added the next step is the Selections Criteria box and click "Add"

Add variations of the Merchants name as it could be listed and any close alternative.

 

Multiple Merchants can be chosen using the same criteria.  

 

 

Once all variations or Merchants have been added click the "Test" button.  A listing of all Merchants within that group will appear if they were used within a case.  Exit to get back to the parameters of the report for all Merchants chosen.  This initial group setup that was just created can now be chosen from the parameters box at any time.  NOTE**  Any time you choose that Merchant that you set up in the Selecting Criteria box you will get information for the whole group you set up, so if you choose multiple Merchants and you need just one of them, you will need to change your selection criteria for just the one merchant or create a new selecting with just that Merchant.

 

Report #1070 will complete case information minus any filters you choose.  Make sure the Include Closed Cases is selected to get all criteria needed.  Select the Case Type and Category and "Generate" the report.

 

Report #1180 works exactly the same way, except that it will filter out by selecting an additional filter in the parameters.

 

Report#1185 Merchant Listing uses the same criteria and grouping boxes, however the end results is more limited to just the Merchants, case Id's and amounts.

 

Reports #1170/#1180:

 

Report #1085: