Merchant Direct Reports

The Merchant Direct platform features several customizable reports to provide businesses with key information. In this section, you'll learn how to:

• access and generate reports
• filter and sort the data 
• show and hide columns, and move columns around 
• select accounts 
• export report results

Available reports and modules in Merchant Direct

Note:  At the beginning of the month, it may take longer to generate reports due to the volume of data being pulled, but this condition generally resolves itself in a few hours and service returns to normal.     

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

Merchant Direct provides the following reports:

• Monthly Statement
• Revenue Share
• Gift Card Transactions
• Gift Card Liability
• Gift Card Summary

Merchant Direct provides the following modules, which contain reporting and transaction search features:

• Bank Reconciliation
• Dispute Managment
• Find a Transaction
• Sales Summary
• Fees/Adjustments

Note:  The Locating Existing Reports in Merchant Direct topic provides a complete breakdown of all available modules to assist in locating existing reports in Merchant Direct.