This article is to show how to run reports in Unity and how to change the frequency and make edits to the schedule when needed.
First of all you must sign in to the Unity portal. Once logged in you should get the homepage like so:
To run reports on the Unity portal you must first select the "Report & Search" option on the side of the screen:
Once report is selected the following fields must be completed prior to running the report:
- Merchant Groups - Site that you are logged in for. This is a mandatory field hence will need to be completed.
- Merchants - The specific merchant you wish to run the report for. This is a mandatory field hence will need to be completed.
- Site - If there is multiple sites you are able to pick a specific site for a merchant group. This is a mandatory field hence will need to be completed.
- Intents - You can select the specific transaction type that you are running the report for. This is a mandatory field hence will need to be completed.
- Funding - The two options can be PayPal or Card. Depending on how site processes please select the appropriate choice. If you are a standalone customer this would be card. This is a mandatory field hence will need to be completed.
- Entry Type - This is how the site processes certain transactions whether its online or Instore or Moto . If the customer is a standalone device customer Instore should be the only one selected.
- Currency - You can choose the currency you would like to run your report. This option can be left as all.
Once these options are selected, the apply button can be selected for the transactions to appear on the screen. Once you are able to see the transactions on your screen the next step would be to save the query on the top right of the page:
Once this has been selected the following pop up will appear:
- Name - This can be the name of the report / query such as "Monthly Revenue".
- File format - This must be kept as CSV.
- Description - This is for any additional information you would like to add as a reminder.
Once the fields are completed press save. This should prompt you back to the main screen once saved. The next step would be to press load saved queries on the top right.
This should open up all the queries saved previously and should look like the below:
There are 3 options:
The first one is to make changes to the report and the timing of the report as shown below. The second one is to make a copy of the existing report. The third option is to refresh the search. Once the first option is selected you will get the below pop up:
This allows you to select the final information prior to the report running and selecting the frequency of the report.
- File name - This is what you would like the file sent to you to be called
- File format - This should be CSV.
- Decimal separator - Either option can be selected depending on preference.
- Period - This is a changing variable hence the correct option for your report must be selected. If you wish to run reports daily then "Today" must be selected with the frequency field further down also being selected as daily.
- Transaction time - Either option can be selected depending on request.
- Delivery list - This is where to put the email of the recipient of the report.
- Frequency - You can select here if you would like the report to run daily, weekly or monthly and also pick a scheduled time for the report to run such as after closing time.
The report once set up should be delivered to the email addresses put on the delivery list.