SEGPAY SUITE MERCHANT SETUP CONFIGURATION REPORTS

Transcription

1 SEGPAY SUITE MERCHANT SETUP CONFIGURATION REPORTS AUGUST 27, 2013 VERSION 1.01

2 TABLE OF CONTENTS 1 MERCHANT SETUP CONFIGURATION REPORTS HOW TO GET THE MERCHANT SETUP CONFIGURATIONS REPORT MERCHANT URL REPORT The Merchant URL Report Screens The Merchant URL report Information LIST OF PRICE POINTS WHIT SUMMARY REPORT The List Of Price Points WIth Summary Report Screens List of Price Point with Summary information JOIN LINKS BY SITE REPORT Join Links By Site Report Screen List of Price Point with Summary Report information NATS SETUP CONFIGURATION DETAILS NATS Setup Configuration Details Report Screens NATS Setup Configuration Details Report information CCBILL SETUP CONFIGURATION DETAILS CCBill Setup Configuration Details Report Screens CCBill Setup Configuration Details Report information MPA SETUP CONFIGURATION DETAILS MPA Setup Configuration Details Report Screens MPA Setup Configuration Details Report information PARAMETERS IN THE MERCHANT SETUP CONFIGURATION REPORTS Admin Assigned Merchant IDs: Selecting Merchant ID: Merchant Accounts (Select One or More): Created Start Date Created End Date Currencies (Select One or More) URLs (Select One or More): Packages (Select One or More): Payment Type (Select One or More): Package Creation (Select One or More): PAGE 2 OF 25

3 1 MERCHANT SETUP CONFIGURATION REPORTS The reports in this area allow you to see Information about the Merchant URL, List of Price Points, Join Links, NATS Setup, CCBIll Setup, and MPA Setup Configuration in order to help you easily obtain all your configuration information so you can quickly integrate with SegPay. The Merchant Setup Configurations Reports are divided into the following: Merchant URL. List of Price Points with Summary. Join Links By Site. NATS Setup Configuration Details. CCBill Setup Configuration details. MPA Setup Configuration Details. 1.1 HOW TO GET THE MERCHANT SETUP CONFIGURATIONS REPORT In Segpay Suite system, we have tried to make it friendly and easy to navigate. Please follow the steps below to see the information related with the data configured under the Merchant Setup Configuration section. 1- In the Suite Login main menu, click on Reporting option. 2- Click on The Merchant Setup configurations Report. PAGE 3 OF 25

4 1.2 MERCHANT URL REPORT This report generates a list of all websites under your account with information such as user/pass as well as status THE MERCHANT URL REPORT SCREENS This report is formed by three (3) sections: 1. Report Options: in this section is where you can find the help icon and the Run Report button where after you select the proper parameters you can hit it, and you will get the Merchant URL Report in the right side of your screen. 2. Report Parameters: is the place where you can select the different variables or options that will be part of your Merchant URL Report result. The parameters in this report are: Admin Assigned Merchant IDs: The section you will select the Merchant ID to use in the report, you can select one Merchant ID or several Merchants IDs at the same time in case you need to have more than one Merchant ID in the report result. (For more details, please refer to section Parameters in Merchant Setup Configuration). 3. Merchant Set up Configuration Report: is the place in the right side of your screen where you report will appear as the effects of the variables selected on the report parameter screen (In this case just the Merchant IDs). This section is formed for: a) The main Report: this is the place where shows the report. PAGE 4 OF 25

5 b) Group bar: this bar will help you to customize the result of your report, in case you only need some columns or variables as result, you need to drag the column headers and to place them in this bar. c) Export Options: the Merchant URL Report can be exported to Excel, CSV, HTML and Text file THE MERCHANT URL REPORT INFORMATION URL ID Excel CSV HTM L TXT Domain Cash Program Name Username Password Support Status PAGE 5 OF 25

6 1.3 LIST OF PRICE POINTS WHIT SUMMARY REPORT The List Of price Points with Summary Report allows you to see a listing of all Price Points as well as the description of the Price Point including currency THE LIST OF PRICE POINTS WITH SUMMARY REPORT SCREENS This report is formed by three (3) sections: 1- Report Options: in the report option is where you can find the help icon and the Run Report button where after you select the proper parameters you can hit it, and you will get the List of Price Points with Summary Report in the right side of your screen. 2. Report Parameters: is the place where you can select the different variables or options that will be part of your List of Price Points with Summary Report result. The parameters in this report are: Merchant IDs: The section you will select the Merchant ID to use in the report, you can select one Merchant ID or several Merchants IDs at the same time in case you need to have more than one Merchant ID in the report result. Merchant Accounts (Select One or More) In this option you will select the Merchant Account to use for the List of Price Points with Summary, you can select one or more accounts from the list. Created Start Date: This parameter shows a calendar, where you can select the created Start Date for your report. Created End Date: This parameter shows a calendar, where you can select the created End Date for your report. Currencies: This parameter shows you the different currency options that you can use in your report. To select one currency, just click on the currency you need for your report. Selecting more the one currency, click on the first currency to select, press CTRL key on your keyboard hold it, click on the second (or third) currency to select, release the CTRL Key. PAGE 6 OF 25

7 (For more details, please refer to section Parameters in Merchant Setup Configuration). 2- List of Price Points with Summary Report: is the place in the right side of your screen where you report will appear as the effects of the variables selected on the report parameter section. This section is formed for: a) The main Report: This is the place where shows the report. b) Group bar: this bar will help you to customize the result of your report, in case you only need some columns or variables as result, only you need to drag these columns headers and to place them in this bar. c) Export Options: This report can be exported to Excel, CSV, HTML and Text file. Excel CSV HTM TXT L PAGE 7 OF 25

8 1.3.2 LIST OF PRICE POINT WITH SUMMARY INFORMATION Merchant ID Price Point ID Summary Price Point Type 1.4 JOIN LINKS BY SITE REPORT This report allows you to pull your SegPay Join Links by Site and by Price Point along with a Status of whether that particular Package is in LIVE mode or TEST mode as well as what payment type the join link is for JOIN LINKS BY SITE REPORT SCREEN This report is formed by three (3) sections: 1. Report Options: in the report option is where you can find the help icon and the Run Report button where after you select the proper parameters you can hit it, and you will get the Join Links by Site Report in the right side of your screen. 2. Report Parameter: is the place where you can select the different variables or options that will be part of your Join Links by Site report result. The parameters in this report are: Admin Assigned Merchant IDs: The section you will select the Merchant ID to use in the report, you can select one Merchant ID or several Merchants IDs at the same time in case you need to have more than one Merchant ID in the report result. URLs Select One or More) In this option you will have a list of the URLs that belong to the Merchant ID selected. You can select just one URL doing a click in the URL, or you can select several URLs at the same time, click in the first URL to select, press, hold the SHIFT key in your keyboard, and click the last URL to select in the list. Packages (Select One or More) In this option you will have a list of the Packages that belong to the Merchant ID selected. You can select just one Package for the report or you can select several Packages at the same time, doing a click in the package to select, press and hold the SHIFT key in your keyboard, and click the last package to select in the list. PAGE 8 OF 25

9 (For more details, please refer to section Parameters in Merchant Setup Configuration). 3. Join Links By Site Report: is the place in the right side of your screen where you report will appear as the effects of the variables selected on the report parameter section. This section is formed for: a) The main Report: this is the place where shows the report. PAGE 9 OF 25

10 b) Group bar: this bar will help you to customize the result of your report, in case you only need some columns or variables as result, you need to drag the column headers and to place them in the group bar. c) Export Option: the Join Links By Site Report can be exported to Excel, CSV, HTML and Text file LIST OF PRICE POINT WITH SUMMARY REPORT INFORMATION Excel CSV HTM L TXT Domain Join Link Cash Program Price Point Description Status PAGE 10 OF 25

11 1.5 NATS SETUP CONFIGURATION DETAILS This report allows you to pull your account information in a format that will make it easy to set up your account within the NATS admin for their Affiliate Software and Cascading NATS SETUP CONFIGURATION DETAILS REPORT SCREENS This report is formed by three (3) sections: 1. Report Options: in the report option is where you can find the help icon and the Run Report button where after you select the proper parameters you can hit it, and you will get the NATS Setup Configuration Detail Report in the right side of your screen. 2. Report Parameter: is the place where you can select the different variables or options that will be part of your NATS Setup Configuration report result. The parameters in this report are: Admin Assigned Merchant IDs: The section you will select the Merchant ID to use in the report, you can select one Merchant ID or several Merchants IDs at the same time in case you need to have more than one Merchant ID in the report result. Merchant Accounts (Select One or More): In this option you will select the Merchant Account to use for the List of Price Points with Summary, you can select one or more accounts from the list. URLs (Select One or More): In this option you will have a list of the URLs that belong to the Merchant ID selected. You can select just one URL doing a click in the URL, or you can select several URLs at the same time, click in the first URL to select, press, hold the SHIFT key in your keyboard, and click the last URL to select in the list. Payment Type (Select One or More): In this option, you will have a list of the Payment Type. You can select just one Payment Type for the report or you can select several Payment Types at the same time. PAGE 11 OF 25

12 Package Creation Date: In this option you will have a list of the Packages that belong to the Merchant ID selected. You can select just one Package for the report or you can select several Packages at the same time. (For more details, please refer to section Parameters in Merchant Setup Configuration). NATS Setup Configuration Details Report screen is the place in the right side of your screen where you report will appear as the effects of the variables selected on the report parameter section. This section is formed for c) The main Report Screen, This is the place where shows the report. PAGE 12 OF 25

13 d) Group bar: this bar will help you to customize the result of your report, in case you only need some columns or variables as result, you need to drag the column headers and place them in the group bar. e) Export Options: the NATS Setup Configuration Details Report can be exported to Excel, CSV, HTML and Text file NATS SETUP CONFIGURATION DETAILS REPORT INFORMATION Excel CSV HTM TXT E- Ticket ID: This number represents the number assigned to the package when the package was configured in the system; it is also called Package ID. Website: This is the domain name used for package. Cash Program Name: This column associates a Site or URL to the current site or URL. Processing Status: This option informs you, in what processor pools was configured the Package ID. PAGE 13 OF 25

14 Order ID: This is the Price Point ID configured for the package ID selected. 1.6 CCBILL SETUP CONFIGURATION DETAILS This report allows you to pull your account information in a format that will make it easy to set up your account within the CCBill admin for their Affiliate Software and Cascading CCBILL SETUP CONFIGURATION DETAILS REPORT SCREENS This report is formed by three (3) sections: 1. Report Options: in this report option is where you can find the help icon, and the Run Report button where after you select the proper parameters you can hit it and you will get the CCBill Setup Configuration Detail Report in the right side of your screen. 2. Report Parameter: is the place where you can select the different variables or options that will be part of your CCBill Setup Configuration report result. The parameters in this report are: Admin Assigned Merchant IDs The section you will select the Merchant ID to use in the report, you can select one Merchant ID or several Merchants IDs at the same time in case you need to have more than one Merchant ID in the report result. Merchant Accounts (Select One or More) In this option you will select the Merchant Account to use for the List of Price Points with Summary, you can select one or more accounts from the list. URLs (Select One or More) In this option you will have a list of the URLs belongs to the Merchant ID selected. You can select just one URL doing a click in the URL, or you can select several URLs at the same time, click in the first URL to select, press and hold the SHIFT key in your keyboard, and click the last URL to select in the list. Payment Type (Select One or More) In this option, you will have a list of the Payment Types. You can select one Type of Payment by doing a click on the payment type or you can select several Payment Types at the same time, doing a click in the first payment to select, press and hold the SHIFT key in your keyboard, and click the last payment to select in the list. Payment Types: Credit Card Check Direct Debit PAGE 14 OF 25

15 Package Creation Date: In this option, you will have a calendar where you can select the date of the Package Creation. (For more details, please refer to section Parameters in Merchant Setup Configuration). 3. CCBill Setup Configuration Details Report: is the place in the right side of your screen where you report will appear as the effects of the variables selected on the report parameter section. This section is formed for a) The main Report: this is the place where shows the report. PAGE 15 OF 25

16 b) Group bar: this bar will help you to customize the result of your report, in case you only need some columns or variables as result, you need to drag the column headers and to place them in this bar. f) Export Options: the CCBill Setup Configuration Details Report can be exported to Excel, CSV, HTML and Text file CCBILL SETUP CONFIGURATION DETAILS REPORT INFORMATION Excel CSV E- Ticket ID: This number represents the number assigned to the package when the package was configured in the system; it is also called Package ID. HTM L TXT Website: This is the domain name used for package. Cash Program Name: This column associates a Site or URL to the current site or URL. Processing Status: This option informs you, in what processor pools was configured the Package ID. Order ID: This is the Price Point ID configured for the package ID selected. PAGE 16 OF 25

17 1.7 MPA SETUP CONFIGURATION DETAILS This report allows you to pull your account information in a format that will make it easy to set up your account within the MPA admin for their Affiliate Software and Cascading MPA SETUP CONFIGURATION DETAILS REPORT SCREENS This report is formed by three (3) sections: 1. Report Options: in the report option is where you can find the help icon, and the Run Report button where after you select the proper parameters you can hit and you will get the MPA Setup Configuration Detail Report in the right side of your screen. 2. Report Parameters: is the place where you can select the different variables or options that will be part of your MPA Setup Configuration report result. The parameters in this report are: Admin Assigned Merchant IDs: The section you will select the Merchant ID to use in the report, you can select one Merchant ID or several Merchants IDs at the same time in case you need to have more than one Merchant ID in the report result. Merchant Accounts (Select One or More) In this option you will select the Merchant Account to use for the List of Price Points with Summary, you can select one or more accounts from the list. URLs (Select One or More): In this option you will have a list of the URLs that belong to the Merchant ID selected. You can select just one URL doing a click in the URL, or you can select several URLs at the same time, click in the first URL to select, press, hold the SHIFT key in your keyboard, and click the last URL to select in the list. Payment Type (Select One or More): In this option, you will have a list of the Payment Types. You can select just one Payment Type for the report or you can select several Payment Types at the same time. Payment Types: Credit Card Check Direct Debit Package Creation Date: In this option you will have a list of the Packages that belong to the Merchant ID selected. You can select just one Package for the report or you can select several Packages at the same time. PAGE 17 OF 25

18 (For more details, please refer to section Parameters in Merchant Setup Configuration). 3. MPA Setup Configuration Details Report: is the place in the right side of your screen where you report will appear as the effects of the variables selected on the report parameter section. This section is formed for: a) The main Report: This is the place where shows the report. PAGE 18 OF 25

19 b) Group bar: this bar will help you to customize the result of your report, in case you only need some columns or variables as result, you need to drag the columns headers and to place them in the group bar. c) Export Options: the MPA Setup Configuration Details Report can be exported to Excel, CSV, HTML and Text file MPA SETUP CONFIGURATION DETAILS REPORT INFORMATION Excel CSV Package ID: It is the unique number to identify Packages. This number only appears when the new Package information is saved. HTM L TXT Website: This is the domain name used for package. Cash Program Name: This column associates a Site or URL to the current site or URL. Package Status: This information will tell you if the packages are in Test Mode or Live. PAGE 19 OF 25

20 Processing Status: This option informs you, of the processor pool the Package ID was configured in. E- Ticket ID: This is the number assigned to the package when the package was configured in the system; it is also called Package ID. 1.8 PARAMETERS IN THE MERCHANT SETUP CONFIGURATION REPORTS ADMIN ASSIGNED MERCHANT IDS: The section you will select the Merchant ID to use in the report, you can select one Merchant ID or several Merchants IDs at the same time SELECTING MERCHANT ID: a) To select a Merchant ID: click on the arrow next to Admin Assigned Merchant ID and this bar will display an space with two green buttons, one with a positive sign and another with a negative sign, the positive sign will add Merchants to the list, and with the negative sign, you can remove Merchant from the list. b) Click on the positive green button to add a new Merchant ID, this action will activate the Add Merchant Account to your list window. Click here to expand Green buttons 1. Error message: If you click on the negative button without selecting the merchant ID to remove you will see the following error message PAGE 20 OF 25

21 2. Error message: when you are removing the last Merchant ID from the list you will received the following error, in this case you need hide the message and add at least one Merchant ID in the list. c) Type the Merchant to use: in the Account Filter (Name or ID); in the same window you will see a list of the available Merchant IDs to select for this Report. Type here the Merchant ID PAGE 21 OF 25

22 1.8.2 MERCHANT ACCOUNTS (SELECT ONE OR MORE): In this option you will select the Merchant Account to use for the List of Price Points with Summary, you can select one or more accounts from the list CREATED START DATE This parameter shows a calendar, where you can select the created Start Date for your report CREATED END DATE This parameter shows a calendar, where you can select the created End Date for your report. PAGE 22 OF 25

23 1.8.5 CURRENCIES (SELECT ONE OR MORE) This parameter shows you the different currency options that you can use in your report. To select one currency, just click on the currency you wish for your report. Selecting more the one currency, click on the first currency to select, press CTRL key on your keyboard hold it, click on the second (or third) currency to select, release the CTRL Key URLS (SELECT ONE OR MORE): In this option, you will have a list of the URLs that belong to the Merchant ID selected. You can select just one URL doing a click in the URL, or you can select several URLs at the same time, click in the first URL to select, press hold the SHIFT key in your keyboard, and click the last URL to select in the list. PAGE 23 OF 25

24 1.8.7 PACKAGES (SELECT ONE OR MORE): In this option you will have a list of the Packages belongs to the Merchant ID selected. You can select just one Package for the report or you can select several Packages at the same time. PAGE 24 OF 25

25 1.8.8 PAYMENT TYPE (SELECT ONE OR MORE): In this option you will have a list of the Payment Types. You can select just one Payment Type for the report or you can select several Payment Types at the same time. Payment Types: Credit Card Check Direct Debit PACKAGE CREATION (SELECT ONE OR MORE): This option has a calendar where you can select the date when the package is created. PAGE 25 OF 25