Report Subscriptions (Automated Email Delivery)
Purpose:
Merchants don’t want to log into the gateway every day to check reports. Report Subscriptions automatically email reports on a schedule.
Setup Process:
- Navigate to Reports tab
- Configure filters for the report you want (e.g., “Yesterday’s Sales”)
- Look for “Subscribe” or “Email Report” button (often near Export button)
- Click Subscribe
Subscription Configuration:
Frequency Options:
- Daily (every day at specified time)
- Weekly (specific day of week)
- Monthly (specific day of month)
- Custom schedule
Delivery Time:
- Choose time of day for delivery
- Example: “Email report at 8:00 AM every morning”
- Useful to have report in inbox before business day starts
Recipients:
- Add multiple email addresses
- Owner gets daily sales summary
- Accountant gets weekly settlement report
- Regional manager gets monthly performance report
Format:
- Select PDF or Excel attachment
- Or link to report in gateway (no attachment)
What Gets Emailed:
The system generates a report based on your saved filter and emails it automatically. Example:
- Subscription: “Yesterday’s Sales”
- Filter: Transaction Date = Yesterday
- Format: Excel
- Frequency: Daily at 8:00 AM
- Result: Every morning at 8:00 AM, merchant receives Excel file with all previous day’s transactions
Use Cases:
- Daily Sales Summary: Know yesterday’s revenue before coffee
- Weekly Declined Transactions: Review failure patterns every Monday
- Monthly Settlement Report: For accounting close
- Daily High-Value Transactions: Alert for transactions over $5,000 (fraud monitoring)
Managing Subscriptions:
- Navigate to Reports > Subscriptions or similar
- View all active subscriptions
- Edit frequency, recipients, filters
- Pause or delete subscriptions