How do I download a report?

For record keeping purposes, you can download the reports available for viewing in the Portal. 

We only keep reports on our system for a limited time, so please ensure you download them as needed to have long-term access to the information.

Must know:

  • You need to have Full Access to Reporting in order to download any report.
  • The following reports are available for download:
    • Transaction Report (data retained for 24 months)
    • Chargeback Report (data retained for 52 months)
    • EBP Batch Report (data retained for 13 months)
    • Daily Activity Details (data retained for 50 months)
    • Settlement Summary (data retained for 50 months)
    • Monthly Invoice (data retained for 16 months)

How do I download a report?  

  1. Within the Portal go to Reporting/Analysis > the desired report type.
  2. Apply your desired criteria. If you’re viewing Monthly Invoices, click on the monthly invoice you’d like to download. 
  3. Once the report has populated, click ‘Download’ at the bottom of the page.
  4. Select the file type you would like to download. Click ‘Ok’.

Good to know:

  • The file types (.csv,.txt) available for download varies for each report. 
  • The downloaded version of the Transaction Report shows more information than the report that’s available in the web browser; specifically, it shows the Card Owner name for each transaction. 
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