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.



Updated 15 May 2024
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