Add new Brand Charge Reports
To request a new brand charge report:
- Go to Transactions > 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.
- Fill in the report settings:
- Label - the report's name.
- Type - the report's frequency (one-time or recurring).
- Channel - the report's receiving channel (email or SFTP). Insert the email address or choose the SFTP destination from the drop-down menu.
- 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.
- 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.
- Press Confirm.
To add a new SFTP service, go here.
One-time charge report
Recurring charge report
View Brand Charge Reports details
To view a Charge report's details:
- Go to Transactions > Reports > Actions > View Details for the specified report.
Here are the Report's Details:
- Report ID - the requested report's ID.
- Status - the requested report's status (Completed, Active, Cancelled Manually).
- Report Details - the requested report's settings.
- Report Statistics - the number of generated reports.
- Applied Filters - the requested report's filters (Archived, Labels, Select, VIew_mode).
To view the access logs of the generated reports:
- Generated Reports > Actions > Access Logs for the specified report. You can use the filter option or browse the list.
Here are the Access Logs' details:
- Type - the type of access (Endpoint response, File server).
- Initiatory User Details - the report requestor's details (User ID, Email, Full Name).
- Link expires at - the report link's expiration time and date in UTC.
- Link created at - the report link's creation time and date in UTC.
Edit Brand Charge reports
To edit a recurring Charge report:
- Go to Transactions > Reports > Actions > Edit report for the specified recurring report.
- Click Update.
Generate & Deactivate Link Brand Charge Reports
To generate a report link:
- Go to Transactions > Reports > Generated Reports > Actions > Copy link to report for the specified report. You can use the filter option or browse the list.
- Insert the hours for the link's lifetime.
- Click Generate a link.
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Copy and share the link, as it will not be available in the dashboard afterwards
To temporarily deactivate the report's generated link:
- Go to Transactions > Reports > Generated Reports > Actions > Deactivate link for the specified report. You can use the filter option or browse the list.
- Press Confirm.
Download Brand Reports from Transactions
To download relevant brand Transaction data in CSV format:
- Go to Transactions> View Mode > click on All Filtered Items or Just This Page.
Download either a single page with 10, 25, 50 or 100 rows or all filtered items, based on one or more of the criteria below:
- First and Last Name
- Email, Reference
- External ID
- Charge ID
- Date range
- Payment Service
- Vault Token
- Transaction Type
- Status
- Amount
- Last 4 digits of the card
- Customer ID
- Subscription ID
Note: For Reconciliation discrepancy,Paydock uses ISO 4217 standards to truncate transactions in all currencies to 2 digits after the decimal, without any rounding, e.g.30.895 is truncated by us to 30.89.
Note: If the Download buttons are not working, allow pop-ups for Paydock's URL ( https://app-sandbox.paydock.com/ or https://app.paydock.com/ ) in the browser.
Cancel recurring Brand Charge reports
To stop a recurring brand Charge report:
- Go to Transactions > Reports > Actions > Stop recurring report for the specified recurring report.
- Click Confirm.
Remove Brand Charge Reports
To remove a brand Charge report:
- Go to Transactions > Reports > Actions > Remove for the specified report.
- Click Confirm.
