Access and generate reports

Reports can be accessed from the main menu. 

Note: Daily report availabilities can vary by data type. The Daily Report Data Availability provides a list of the various times (Eastern Standard Time).

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

Some reports in Merchant Direct are standalone, while others are contained in modules (meaning that there is more than one report that can be generated based on choices that you make in the module). Below is a list of the reports/modules available in Merchant Direct. Click on the links to be taken directly to the report topics. 

Note: The Locating Existing Reports in Merchant Direct topic provides a complete breakdown of all available reports and modules in Merchant Direct. This topic will assist merchants transitioning from Merchant Direct Classic to the new version. 

Standalone reports

These reports are not part of a module: 

 

Modules and the reports they contain

Many of the modules in Merchant Direct contain one or more reports which are generated based on the choices you make in the modules. The modules are listed here, along with the various reports which can be generated from the module screen. 

 

CSV Downloader reports

Merchant Direct contains several prepared reports that can be generated as direct CSV downloads. To learn more, visit the CSV Reports Overview topic.