Overview

Streamline Your Report Generation with Scheduled Exports

We're excited to introduce a new enhancement that will allow merchants to schedule recurring report exports, making it easier than ever to automate and streamline your reporting workflows with the Merchant Portal!

Key Features

Automated Report Generation - Save time by setting up recurring scheduled exports and eliminate the need to manually generate reports
Customizable Filters - Apply specific filters to your scheduled exports to ensure that your automated exports only contain the most relevant data
Flexible Scheduling - Choose a scheduling cadence for your exports that include daily, weekly, semi-monthly and monthly to align with your reporting needs
Email Notifications - Receive email notifications with a download link as soon as your export is ready for download

Create a Scheduled Report Export

Merchants can set up recurring scheduled exports for all INTERAC and IBT reports they have access to based on their user role permissions.

To schedule a recurring report export, navigate to the desired report
Click on the new scheduler button to the right of the existing Export button

Once you've clicked the scheduler button, you will be presented with a multi-step modal that will guide you through the process of creating a scheduled export

Scheduled Exports Modal > Step 1: Review Applied Filters

The first step in creating a scheduled export is to review your filters, as they will apply to all recurring exports generated for this schedule. Below is a complete list of available filters for each report that can be applied to your scheduled export.

INTERAC Reports

Report	Available Filters
Daily Summary	Txn Status Txn Type Merchant Name
Adjustments	Adjustment Type Merchant Name
Disbursements	Merchant Name
Payins & Payouts	Txn Status Time Range Option Merchant Name Txn Method
Returns	Txn Status Merchant Name

IBT Reports

Report	Available Filters
Daily Summary	Txn Status Txn Type Merchant Name
Adjustments	Adjustment Type Merchant Name
Disbursements	Merchant Name
Payins & Payouts	Txn Status Merchant Name
Returns	Time Range Option Txn Type Next Action Merchant Name
IBT Representment	Txn Region Merchant Name
Identity Verification	Merchant Name Verification Status Notification Status Product

The second step in creating your scheduled export is to select the frequency, ie. how often you'd like to receive the recurring report export

Scheduled Exports Modal > Step 2: Select Schedule Frequency

Merchants can choose one of the following scheduling options:

Frequency	When is the Export Sent to Me?	What is the Date Range for the Included Data?
Daily	Sent daily (AM)	Includes data from the previous day at 12am up to the current day at 12am
Weekly	Sent every Monday (AM)	Includes data from the previous Monday at 12am up to the current Monday at 12am
Semi-Monthly	Sent on the 16th of the current month and the 1st of the following month (AM)	The first export will include data from 12am on the 1st up to 12am on the 16th The second export will include data from 12am on the 16th up to 12am on the 1st of the following month
Monthly	Sent on the 1st day of each new month (AM)	Includes data from the 1st up to the last day of the previous month

After selecting your export frequency, the final step is to review your filters and frequency before confirming the creation of your scheduled export

Scheduled Exports Modal > Step 3: Review Applied Filters and Frequency

Once you click the Confirm button, you'll see a notification confirming that your scheduled export has been successfully created

Download Your Scheduled Report Export

Once a scheduled export has been generated, merchants will receive a notification email letting them know that their export is ready for download in the Portal. Report exports are not sent as email attachments but can be accessed directly from the Exports History page or by clicking the link in the notification email.

If a merchant clicks the link in the notification email while logged into the Merchant Portal, they'll be redirected to their Exports History page and the scheduled export will begin downloading automatically

Manage Your Scheduled Exports

We've created a new page under the Exports tab called the Schedules Management page where users within the same organization can view all scheduled recurring exports. From this page, you can easily edit schedules, download the most recent exports, and delete schedules as needed.

Note: Only the owner / creator of a scheduled export and users with Admin-level permissions can edit the export's frequency or delete it.

Frequently Asked Questions

For additional information not covered in this how-to guide, you can visit the Scheduled Report Exports FAQs page.