Customer Search

Customer Search allows the merchant to search for customer records from the transaction database. To access the search page use the Reports menu and choose Customer Search. 
Step 1: Select Customer Search from the Reports menu.
Choose the appropriate Transaction Filters. The choices are as follows:
1. Status:
» All
» Not Processed
» Successful
» Declined
» Internal Error 
» Processing
» Wait For Response
2. System ID – Identification number of the customer.
3. Last Name – The sir name of the customer.
4. Email – Email address of the customer.
5. Account Number – Enter the account number of the customer.
6. Card Issuer – Select the issuer of the credit card.

7. Company – Enter company name if applicable to the customer.
8. Order ID – Enter the identification number of the order.
9. Transaction ID – Enter transaction number:
10. [Choose Field] – The merchant may search any of the Custom Fields configured for the account by selecting a Custom Field and entering the appropriate data. 

11. Customer ID
12. Date Range of the transaction. 

13. Speed Date enable the user to quickly choose a predefined or commonly used date range:
» Today
» This Week
» This Month
» This Quarter
» This Year
» Yesterday
» Last Week
» Last Month
» Last Quarter
» Last Year
» Past 3 Days
» Past 7 Days
» Past 30 Days
» Past 60 Days
» Past 90 Days
» Past 180 Days
» Past 365 Days

14. Report Type: Specifies one of two report styles.
        a. Detail
        b. Summary

15. Group By allows the user to choose the data presentation for the pivot grid (available only for Summary report type). The options are: 
a. Day
b. Month
c. Year
d. Payment Type – the type of payment used for the transaction.
e. Processor – the entity responsible for processing the transaction.
f. Merchant Account – the account used to handle the transaction.
g. Transaction Source – method that the transaction entered the system.
        i. Undefined
        ii. Transaction Batch
        iii. Virtual Terminal    
        iv. Service API
        v. MIMS Service
        vi. Billing
        vii. Payment
        viii. Email Payment
        ix. Batch API
        x. Mobile
        xi.    Data Vault 
h. Batch ID – Batch ID number
i. Last Name – the last name of the customer.
j. User Department
k. Operation Status

Step 2: After entering desired parameters click on Submit button.
Tip: Click on Clear button at any time to reset and clear all the search criteria. 
Additional features allowed by the Search pages are:
» Saved Reports – The Save icon will save this report for later viewing.  See Saved Reports for details.  
» Set Email Schedule - The Email Schedule icon opens the dialog where user is able to set the schedule for sending emails with report to specified email adresses. This report will appear in Saved Reports.
» Export to Excel – Use the Export to Excel button to transfer data to Microsoft Excel.
» Show Additional Fields – To expand the data view for the transaction, use Show Additional Fields. When doing so, a small popup window will display a list of fields that can be added to the existing grid columns. Additional fields are as follows: 
        » Account 
        » Address 
        » Batch ID 
        » City 
        » Code Description
        » Country
        » Company Name
        » Currency
        » Customer ID
        » Email
        » eWallet Type
        » IP Address
        » Message
        » Order Description
        » Order ID
        » Passenger Name
        » Phone
        » Postal Code
        » Source Type
        » State
        » User Department
        » Xref

Transactions that meet the criteria in the search fields will be displayed in a list/ grid format with following information: 
1. Transaction ID – the system generated identification number of a transaction.
2. Type - the operation used to create transaction (Sale, Refund, etc…). 
3. Status – the current status of the transaction(s). The Status may change in the event of a subsequent operation such as Capture or Refund.
4. Module – the type of module that was utilized for the processing of the transaction.
5. Customer – customer name.
6. Account Number – the number of the account of the certain transaction.
7. Payment Type – The payment type of the transaction
8. Date – the date the transaction took place. 
9. Amount – the amount of the transaction. 
10. Auth Code – the authentication code of the transaction. 
11. Card Issuer – the issuer of the credit card used for the transaction.
12. Username – username of the user who has processed the transaction
13. Operation ID -  the operation code of the transaction
Tip: Depending on the number of transactions displayed, a number of page options will appear below the grid. Use the Previous and Next buttons to move through the pages. Click the page numbers to navigate to a specific page.
Results Grid

The grid is a powerful way to display results.  When working with a Detail list (selected in the Report Type list box), you may perform several data manipulations directly in the grid. Operations you may perform on the grid are:
1. Sort - any column can be sorted in ascending or descending order by clicking its heading, to sort in the opposite direction, click the heading again.
2. Filter - column headings with a blank field below them will act as filters when you enter data.
3. Reorder - columns can be dragged and dropped anywhere left or right on the grid.
4. Remove a Field from the grid - simply activate the Field Chooser window (below) and drag the offending field on to it and release the mouse button. The field will disappear from the grid.
5. Field Chooser - additional fields can be added to the grid by clicking the Show Additional Fields button.
Export Report Option

Any result set can be exported to Excel by clicking the Export to Excel button.

There are three cases how export works:

1. export of the report less than 10 000.
2. export of the report that exceed 10 000 but less than 300 000.
3. export of the report that exceed 300 000.
I. Export of the report less than 10 000
If the list of transaction less than 10 000 rows then the file is exported immediately.

II. Export of the report that exceed 10 000 but less than 300 000
If the list of transactions exceeded 10 000 rows then a popup message will appear: "Your search has exceeded the 10 000 row limit. The system will email you when it is ready to download. Continue?"

If user selects "Yes", the report generation will be put in queue and the report will appear on the Download Reports page in Not Processed state. As soon as the report processing is finished, state will change and will reflect the result of the export operation: Processed or Export Failed. If "No" - the popup will close and the report will not be put in queue.

If the file state is Processed, to download the report the user should click on the Download.

III. Export of the report that exceed 300 000
If the list of transactions exceeded 300 000 rows then a popup message will appear: " Your search has exceeded the 300 000 row limit. The system can not generate such report. Please update filters to narrow the report."

In this case the report will not be unloaded.

Save Report Option
Any set of search criteria can be saved by entering the Report Name and pressing the Save icon. After that user can view this report on the Saved Reports page.

Set Email Schedule
User is able to set Email Schedule for any report by entering the Report Name and pressing the Email Schedule icon.

The dialog with the following sections appears:
  • Frequency - the frequency of emails with report;
  • Duration - until what date emails with report will be sent to specified email addresses;
  • Email - email addresses to what report will be sent (user can specify several emails separated by comma).
After all data is entered and the Save/Exit button is pressed the report appears (or becomes updated) in Saved Reports grid.
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