Add new Brand Charge Reports

To request a new brand charge report:

  1. Go to Transactions > View Mode.
  2. Choose a ready template from the arrow next to Settings in the upper right corner. Or add a new template here.
  3. Click Download Report > Request report from the drop-down menu.
  4. Fill in the report settings:
    1. Label - the report's name.
    2. Type - the report's frequency (one-time or recurring).
    3. Channel - the report's receiving channel (email or SFTP). Insert the email address or choose the SFTP destination from the drop-down menu.
    4. Schedule - the report's start date. If left unchanged, the report will be produced immediately. Also, a scheduled routine for recurring reports (interval and frequency) is set up here.
    5. File Name - the report's name with available fields, such as Source, Type, Version, Date, Date to, Date from, Iteration, UUID, and Object ID. Click on the + sign to add or the - sign to remove fields.
  5. Press Confirm.

To add a new SFTP service, go here.

One-time charge report

Recurring charge report

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