To request a new Charge report:
- Go to Charges > View Mode.
- Choose a ready template from the arrow next to Settings in the upper right corner. Or add a new template here .
- Click Download Report > Request report from the drop-down menu.
- The Report Delivery tab will be opened. Fill in the report settings:
- Label - the report's name.
- File Name Pattern - the type of the pattern for file naming.
- Destination - the report's receiving channel (email or SFTP). Insert the email address or choose the SFTP destination from the drop-down menu.
- Processing Type - encrypted or non-encrypted file. If you'd like to encrypt the file, you can choose your encryption service from the drop-down menu.
- Report Type - the types of the reports: One-Time or Recurring. If Recurring choose Interval and Frequency.
- Start Date - the report's start date.
- Press Save.
To add a new SFTP service, go here. To add Encryption service, go here .
Note : Paydock's dashboard has a constraint on report generation, allowing for a maximum of 20 reports to be generated simultaneously. This limitation is applicable across all companies, brands, and at a global level.