Setting up daily transaction reports
To configure Daily Transaction Reports, login to your SwipeSimple dashboard, go to Account Settings > Reports and enter the respective recipients’ emails. Please note that Daily Transaction Report email recipients must be SwipeSimple users.
Receiving Daily Transaction Reports
For TSYS and First Data Omaha merchant accounts, your report is generated and sent out one hour after your batch time. If you would like to change your batch time, please reach out to your Merchant Service Provider.
E.g. If your batch time is 5pm, your report will generate at 6pm and be emailed out shortly after.
For Vantiv and Global East Direct merchant accounts, the report time will default to midnight in your company’s time zone once configured. This can be changed at any time in Account Settings > Reports tab on the SwipeSimple dashboard.
Transactions Included in a Report
For TSYS and First Data Omaha merchant accounts, your Daily Transaction Report will include all transactions taken during the 24 hours leading up to your batch time. If a transaction is taken after your batch time, it will be included in the Daily Transaction Report for the following day. For Vantiv and Global East Direct merchant accounts, transactions taken after your set report time will be included in the transaction report for the following day.
So if your batch time or report time is 7pm and you ran transactions anytime after 7pm, they will be included in your Daily Transaction Report for the following day.
To view a list of Daily Transaction Reports that have been generated, go to Transaction Reports.
View a summary for every Merchant Account each day with details including:
- Total Number of Sales
- Total Monetary Value of Sales
- Total Number of Refunds
- Total Monetary Value of Refunds
- Net Total
Filter list of Transaction Reports according to Date Range and/or Merchant Account
Send a Transaction Report to other SwipeSimple users or export it
Opt to receive Transaction Reports as a daily email by enabling this function in Account Settings > Reports
To view reports for a specific range, click on Select a date range.
Select from Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month, or customize your date range to filter your Transaction Reports.
View all reports by a user by selecting your desired account from the Merchant Account dropdown.
Select “All” or the specific user account to filter your Transaction Reports.
Click on the link to view the full daily Transaction Report for a selected date and user.
The full Daily Transaction Report will show Summary, Card Details and Cash Details. You may send this report to other users via email or export it in .csv by clicking on Send or Export on the top right.