The Product Selection page lets you select the product on which you wish to report. Select a Product from the drop-down list and click Create Product Detail Report to proceed. If you do not wish to proceed with the generation of a Recurring Payment Report, click Main Menu at the top of the screen.
The Customize Detail Report page lets you refine the information you want included in the report. This page lets you customize the information you wish to have included in your report. Make the appropriate selections and click Create Detail Report at the bottom of the screen.
DATE RANGE
The date range fields are optional for this report. If you choose to define a date range, make sure to follow the date formatting instructions on screen.
FILTER CRITERIA
Below are the criteria you may select to filter for this report. Only the Recurring Payment Status and Product Parameter criteria are required selections.
Frequency: Make a selection from the drop-down list if you wish to only include payments with a specific frequency (weekly, bi-weekly, semi-monthly, monthly, or quarterly).
Payment Method: Make a selection from the drop-down list if you wish to include only payments made by echeck or credit card. Please note that signature-based debit card payments are included in the credit card criteria.
Recurring Payment Status: Listed below are the types of reports you can generate
Active Recurring Payments: Select the ACTV status if you wish to generate a list of all recurring payments that are still active. Active recurring payments include all recurring payments that have not expired or been stopped.
Stopped Recurring Payments: Select the STOP status if you wish to generate a list of all recurring payments that have been stopped. Stopped recurring payments are recurring payments that were stopped by or on behalf of a payer prior to their expiration date.
Expired Recurring Payments: Select the EXPR status if you wish to generate a list of all recurring payments that have expired. Expired recurring payments include all recurring payments for which all the instances of the recurring payment have been processed.
Product Parameter: This drop-down list allows you to include one of the product parameters defined for this product in the report you generate
SORT CRITERIA
You may choose up to three fields to sort the data in the report you generate.