Steps to create Recurring Reports:

Once the custom template is created as per your requirement (steps here) and the transaction filters are applied , please follow the below steps to create recurring/one time scheduled reports.

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Note

For Reconciliation report, please create the custom template and apply filters
as outlined here.

1. Go to Charges Menu and click on Download Report dropdown option and select Request Report.

2. Fill in the details such as
   1. Label – Name of the report.
   2. File Name Pattern (optional).
3. Select Destination as desired.
   1. Email – An email will be sent to the respective destination email address containing the report link.
   2. Link – Once the report is generated, you can download the report via PowerBoard portal by going to ‘Charges’ menu -> Report history -> Click on ‘Actions’ and ‘View details’. All the report links will be available under ‘Generated reports’.

SFTP (Secure file transfer protocol) - SFTP is also available to the merchants, if you would like the reports to be delivered via SFTP please follow the steps outlined here.

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Note

Please note that all the generated reports via links will expire in 72 hours.

4. Under ‘Field settings’, please select the preferred ‘Delimiter’ and the report ‘File type’.
5. Under ‘Time and Frequency’, you can select report type as One – time or recurring. Please make sure the start date and time is in future.

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Note:

For reconciliation purposes, include the settlement/cut off time as 5:30 PM AEST. Please change the time according to your geographical location. For example, if you are located in Brisbane and an AEST time is 1 hour ahead of Brisbane, you would set the report for 4:30 PM.

6. Click on ‘Save’.

Manage reports:

1. View details: Users can view the report specifications and search for old reports and can access links to old reports generated before 72 hours.
2. Stop recurring report: Users can stop the recurring report if no longer required.

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Note:

Once a recurring report is stopped, you must create a new recurring report as it cannot be renewed.

3. Edit report: Users can update the report specifications like Label and Destination details.
4. Remove: This will permanently remove the reports and will also stop the recurring reports.