Welcome to the Reporting Use Case Tutorials!
Whether you’re a beginner or an experienced Portal user, these tutorials are designed to help you quickly find balance or transaction info, create a Merchant monthly statement, and schedule reports for email delivery. Explore step-by-step guides with tips and resources tailored to users of the platform.
What you’ll learn:
Generating a Report - How to use the Reporting options available on the Portal.
Generating Monthly Statements - How to create a downloadable Merchant Statement.
Combine Report Data - How to consolidate two reports for more comprehensive details.
Dive into the tutorials below and start your journey toward mastering Reporting: