• Logging in
• Logging out
• Using the menu
• Using the application
• Checking the server status
• Reporting
  • The reporting menu
  • Transaction report
  • Pending transaction report
  • Viewing transaction information
  • Summary reports
  • Bank submissions report
  • Selecting clients, terminal groups and terminals using scope
  • Offline reports
  • Customising the columns in the results
  • Scheduling reports
• Performing authorisations
  • Refunding a transaction
  • Voiding a transaction
• Administering your account
  • Changing the account password
  • Viewing account usage history
  • Setting account preferences
  • Account policies
  • Forgotten password

The bank submission report shows the number and value of your transactions which have been submitted to the bank, summarised at the daily level.You can access this report by clicking any option in the Bank Submissions section of the Reporting menu page.

If you selected any of the pre-defined date options all matching submissions will be automatically selected and displayed. The results are formatted as a paged report with each line corresponding to a single day.

Each page of information will contain a maximum of 10 rows. To view subsequent or previous pages of information you should click on the page numbers (or the Next & Previous links) at the foot of the results.

The grey row beneath the column headings is the order row. By clicking any of the cells in this row you can re-sort the result set (by default the result set will be ordered by transaction date & time). The currently ordered column is indicated by a black arrow in the corresponding cell. By clicking on this arrow you can change the ordering of the column from ascending to descending (& vice versa).

Each row corresponds to a batch of settled transactions and the number and total value of the transactions is displayed. If you click on the card icon in the leftmost column the application will drill down and display all the individual transactions for the current client within the selected batch (see below).

Setting or modifying the search criteria

If you called the report using the Manual Query option the Search Criteria will be visible. (You can also display the search criteria for a pre-defined report by clicking on the Show Search Criteria link) . You should set the search criteria if you want to construct your own manual query or if you want to further refine one of the pre-defined reports.

The search criteria are displayed within a tabbed interface. The exact appearance of these tabs will depend upon the configuration of your user preferences but a typical example is shown below.

The individual criteria are grouped in Standard and Advanced tabs. The Standard tab contains those search criteria which are most frequently used and the Advanced tab contains more specialised criteria. You can select either tab by clicking on the tab title.

All report queries must include at least a From and To date. If you invoke the Bank Submissions report using one of the pre-defined options then these values will already be populated but if you selected the Manual Query option you will be required to supply valid values for these fields.

The advanced tab contains additional search criteria.

The advanced search criteria are as follows. Enter or select values for any one or more of these fields to restrict the results so that only transactions which match the defined criteria are included.

• Terminal Id

  Enter a terminal id to restrict the results to a single terminal. Where supplied, the terminal id must be a 8 digit number. It is also possible to filter results by terminal using the Scope selection button.

• Machine Reference

  The machine reference is an arbitrary string associated with the terminal configuration which is used to maintain a client-defined reference to the terminal.

• Scope

  Clicking the scope button will open a dialog in which all the terminals associated with your account are organised in terminal groups in a treeview layout. See Selecting Clients, Terminal Groups and Terminals using Scope for more information.

In addition to search criteria which alter the set of the transactions which will be included in the results, the Advanced tab also includes a number of other options which change the way in which information is displayed. These are;

• Date/Time Locality

  changes the type of date/time used. For a full discussion of this option refer to Using WebMIS (Date/Time Locality)

Viewing Batch Contents

By drilling down from the Summary Report the user may view the contents of the batch. Each row represents the total count and value of transactions summarised by Card Scheme. The user may drill down to the individual transaction level by clicking on the card icon in the leftmost column and the Transaction Report will be displayed showing the individual transactions.