Settlement Report

8 min

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
﻿
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
﻿
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
﻿
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
﻿
﻿
Tutorial 
﻿
Search Settlement Report Data
Here’s guidance for searching ﻿ report data.
Open sidebar.
﻿﻿ ﻿ Settlement ﻿.
﻿﻿ ﻿ Settlement Report ﻿.
﻿﻿ ﻿ search term in ﻿ Search Option ﻿.
﻿﻿ ﻿ Search ﻿ to perform ﻿ data searching ﻿.
The searched data will appear in ﻿ Search Result ﻿.
﻿
Download Settlement Report Data
Here’s guidance for downloading ﻿ report data.
Open sidebar.
﻿﻿ ﻿ Settlement ﻿.
﻿﻿ ﻿ Settlement Report ﻿.
﻿﻿ ﻿ search term in ﻿ Search Option ﻿.
﻿﻿ ﻿ Excel ﻿ to ﻿ data summary in Excel format.
﻿﻿ ﻿ Excel(Detail) ﻿ to ﻿ data detail in Excel format.
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.
﻿

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

Calendar

Reconcile

Settlement Report

Settlement Report

Tutorial

Search Settlement Report Data

Download Settlement Report Data

See also

Welcome to NICEPAY DOCS