Reports

Your transaction reports are available in two ways: Through the Merchant Direct web portal; and directly in the Moneris Go application on your terminal.

Merchant Direct reporting

Reports in the Moneris Go application

Methods of finding a transaction :  Scan or Search

 

Merchant Direct reporting

In addition to viewing reports on your Moneris Go terminal, you can also view reports online by logging into Merchant Direct. (Refer to enrolment instructions if needed.) Merchant Direct allows you to view and download transaction reports by batch, date, user/clerk ID, and device number. You can also view and download standard monthly merchant reports and special reports.

To login:

1.      Go to Moneris.com.

2.      In the top, right area of the screen, click Login.

3.      From the drop down list, select Merchant Direct.

4.      Enter your user ID and password.

Reports in the Moneris Go application

All transaction information is available directly on the Reports screen.

IMPORTANT!            You can see all transactions only if your user role is set to “View other users in reports.” For example, if your user role is “Low,” you may see only your own transactions. Refer to User roles.

 

To view the Reports screen, tap the Main menu icon, then tap Reports.  The screen shows:

§        Daily Summary: This is a summary of all transactions processed on all of your Moneris Go terminals since the Report reset time. It shows the number of each type of transaction (Purchase, Refund, and Void) and their dollar volume, followed by a grand total. If you tap the Daily Summary, the application displays the End of day report (see below).

§        Latest transactions: This is a list of all the transactions from all of your Moneris Go terminals, including transactions from closed batches. You can scroll down to see more transactions. Tap any transaction to view the full details. On the transaction details screen, you can perform a Refund, a Void, or Reprint the receipt.

§        Scan or Search: Use either of these functions to find a transaction. Tap Scan to use the terminal’s rear camera to scan the QR code on a receipt. Tap Search to enter specific search terms. For instructions on using Scan or using Search, refer to Methods of finding a transaction.

§        End of day: Tap End of day to view the End of day report which shows transaction totals since the Report reset time, followed by totals for each card type (Visa, Mastercard, Interac, and others). Tap the User field and select “All users” or select a specific user to see only the transactions for that user. Tap the Print icon to print the report.  For more information about the End of day report, refer to End of day process.

Methods of finding a transaction

In addition to scrolling through the latest transactions, you can find a transaction by tapping Scan or Search.

Scan the QR code on a receipt

You can quickly find a specific transaction on the terminal by scanning the QR code on a printed receipt for that transaction.

1.      On the Reports screen, tap Scan.

The terminal’s rear camera is activated.

2.      Hold the paper receipt below the terminal so that the QR code is visible on the screen.

3.      The application automatically reads the QR code and retrieves the transaction details.

 

 

Search for a transaction using specific values

You can also find a transaction on the terminal by entering a specific search term..

1.      On the Reports screen, tap Search.

The Search screen appears.

2.      Tap the Search field to enter a value to look for. You can enter:

§        A username. The application will find all transactions processed by that person.

§        An amount. For example, 50.20.

§        A card type. For example, Visa, MC, Amex, and Interac.

§        An order ID.

3.      Review the Date field which displays the current date.

§        If you want to keep the current date, skip to the next step.

§        To change it, tap the field and select the desired date.

4.      Tap Search.

5.      The application retrieves any transactions that match both the search value you entered and the date value.

§        If only one transaction is found, the application displays the transaction details.

§        If more than one transaction if found, the application displays a list of transaction cards. Tap a transaction to see the transaction details.

§        If no transactions are found, tap the Back  <  icon in the title bar to return to the Search screen.