Access and generate reports

Reports can be accessed from the main menu. 

The main menu for Merchant Direct appears on the left side of the screen.

Run a report

In general, follow these instructions to generate a report. 

  1. Select the report from the main menu. 

  2. Select the account(s) you wish to report on. 

  3. Select a date for the report. 

  4. View the report results. 

  5. On some of the reports and modules, you can do one or more of the following:

List of reports and modules available

Merchant Direct provides the following reports/modules:

Click on the links to be taken directly to the report pages.