Merchant Back Office
Settlement

Settlement Report

8min
Settlement Report
Settlement Report


This  assists  to view  report for all s within   . This   divides into 2 s; Search Option and Search Result.



The Search Option  is a form  used to input  search criteria of  data. All fields on  form are optional, however  search results are dependent on  chosen .  able to perform data search to be displayed on  Search Result or  data on Excel format.

The Search Result  is a  that displays data search results based on  inputted criteria from  Search Option . Data from this  will appear after  confirms  data searching  by pressing  Search . The search results are displayed differently based on  chosen  from  Search Option .



Settlement Report


Settlement - Settlement Report
Settlement - Settlement Report


The Search Option  on Total payment method contains a general search form used to search all  data. The form consists of:

Name

Description

Remark



List of registered  in  

Default: Total -> all 

Date Type

 time type

Default:  Type

 Time

 executed time

Default: 00:00

Date

Transaction time in date and hour format

Default: today's date and 24 hour time interval

Date(Within)

Transaction time interval



Time settings can be directly determined between today, 1 week, or 1 month

Default: Today

 Method

List of  that available on  

Default: Total -> all 



Dropdown option:

  • Total
  • 
  • 
  • 
  • Click Pay
  • 
  • 
  • 
  • 
  • 

Trx Type

Transaction type

Default: Total -> all  type



Only available on  and 



Dropdown option:

  • Total
  • Full 
  • Installment

Status

Transaction 

Default: Total -> all  



Only available on  and 



Dropdown option:

  • Total
  • Approved
  • Refund
  • Partial refund

Search

Button to   keywords entered by   to search for data

Data search results will be displayed on  Search Result 

Excel

Button to   keywords entered by   for  file contain data summary to be ed

The file format will be ed in Excel format

Excel(Details)

Button to   keywords entered by   for  file contain data detail to be ed

The file contains  detail of each  data

The file format will be ed in Excel format

The Search Result  on  Date type: Settlement date displays data based on   date. The table consists of summary of every  type available on .

Search Result - Date type: Settlement Date
Search Result - Date type: Settlement Date


The Search Result  on  Date type: Approval/Purchase is divided into 2 tables and used to displays data based on   date. The first table show  summary of all  type that  have. The second table show  detail of each  data .

Search Result - Date type: Approval/Purchase
Search Result - Date type: Approval/Purchase


If   option changes into more specific, data will not appear in  Search Result . The data only can be seen through  .

Pop-up when showing data for specific payment method
Pop-up when showing data for specific payment method




Tutorial



Search Settlement Report Data

Here’s guidance for searching  report data.

  1. Open sidebar.
  2.   Settlement .
  3.   Settlement Report .
  4.   search term in  Search Option .
  5.   Search  to perform  data searching .
  6. The searched data will appear in  Search Result .



Download Settlement Report Data

Here’s guidance for downloading  report data.

  1. Open sidebar.
  2.   Settlement .
  3.   Settlement Report .
  4.   search term in  Search Option .
  5.   Excel  to  data summary in Excel format.
  6.   Excel(Detail)  to  data detail in Excel format.
  7. The searched data will  automatically.



See also

  Pending Settlement  to find out how to view Pending  data history.

  Seller Settlement  to find out Seller  History.