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Create Portfolio-Level Reports

As a portfolio user, you can create a portfolio-level report that generates all the transaction data from all of the merchants in your portfolio. This is also known as an
All Merchants
 report.
Creating a portfolio-level report can cause latency issues depending on these factors:
  • Amount of merchants in your portfolio.
  • Amount of merchant transaction data.
  • Frequency of report generation.
Follow these steps to create a portfolio-level report:
  1. Log in to your
    Business Center
     test or production account.
    If have a branded URL, use the URL provided in your confirmation email.
  2. On the left navigation pane, click the
    Reporting
     icon.
  3. Click
    Custom Report Subscription
    .
  4. Click
    Create custom subscription
     in the upper right corner.
    The Create Report Subscription page appears.
  5. Under Account Setup, choose these configurations:
    • Set the Selection Type to
      Merchants
      .
    • Set the Merchants drop-down menu to
      All Merchants
      .
    Continue configuring the other sections of the custom report subscription. For more information, see step 5 in Create Custom Report Subscriptions.
  6. Click
    Create
     when you are finished configuring the report attributes.
    After the report is created, the generated report is downloadable. It appears in the
    Available Reports
     page, in the
    Custom Reports
     tab. It can take up to 6 hours to generate a report.
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