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View Reports - Transact

View Reports - Transact

View a Prebuilt Report

To view a report that was set up by the admins, please follow these instructions.

  1. Top Nav > Reports

  2. Paid Items Reports

  3. Scroll to find the report that is created for you

    1.  

  4. Click the report title to open the report.

  5. From there you can adjust the Date range, select a format to export, export to browser or email.

  6. You can also Save the report so you don’t have to scroll the long list every time by using the Save As button

    1. This will save a version and show up on the Reports page at the top in a section titled My Personal Reports

Build Report

To view reports, you need to build it first. This means that you need to pick the exact reference types that you would like to show in the report based on what was set on the Item Code. It is best if you do this with multiple browser tabs open so you can quickly cross reference what you are looking for.

  1. Top Nav > Reports

  2. Paid Items Reports > 1- Daily Paid Item Report

  3. Customize button

  4. Set the date range

  5. Set the Item Code

    1. Click the binoculars icon

       

  6. Search for the product for the report

    1. It is easiest if you have the store setup opened in another tab so you can copy and paste the exact item code.

    2. Paste code into the box and then click it to populate the box

       

  7. Enter your Merchant Code

    1. It is the first part of your Item Code that does not include the -00X

  8. Select the reference fields that you are collecting on the product and move them from Available Detail Fields to the Selected Detail Fields

    1. Use the Up and Down to reorder the fields

    2. It is easier to have the Item Code open in another browser tab so you can find the exact fields to select

    3. You will notice that the fields seem to be listed twice, but one starts with (m) should not be used. They are merchant-level reference types and none of them are set. Only use the ones without the (m).

  9. Make sure the check box for Check to include page headers and defined charting in export file. is selected


     

  10. Click OK button

  11. Want to make if for just yesterday, last 2, 3, 4 days…, week or month?

    1. Select the number from the drop down labeled Custom

  1. Click Save As button to and name it. Then select the Personal Report radio button before clicking Save.

    1. This will allow you to reuse the report instead of rebuilding it every time

    2. Any changes to make, go through the Customize steps again

      1. Then click the Save button to override the previous version of it.

  2. Want to export now?

    1. Use the Select Format dropdown to select the format you want. Most use .csv files

    2. Export to File to download now

    3. Email to email the file

  3. Want a daily/weekly report automatically sent?

    1. Contact dlo219@lehigh.edu to set one up

      1. Include any user set up in Transact to include and other email addresses that you want reports sent to

      2. Include the date range for them to be sent

      3. Indicate if it is daily, weekly or monthly to be sent

View Saved Reports

Already created a report and want to come back?

  1. Top Nav > Reports

  2. My Personal Reports > Name of your report you built

View Transactions

The Transactions provide more details that are not available in reports. It is also the location where you can process refunds.

  1. Top Nav > Find Transactions

  2. The following can all be used or chosen as you see fit

    1. Set date range in Actual Date fields

      and/or

    2. Set the Item Code in Item

      1. Use the binocular icon to find the Item Code

        and/or

    3. Set the Merchant

      1. Use the binocular icon to find the Merchant Code

  3. Find button

  4. Click the transaction number you want to view

     

  5. This brings up the information on the individual purchase made

  6. Process a Refund?

    1. Undo Actions > Refund button

      1. Follow the prompts