The "Dashboard" page (shown below) provides an at-a-glance graphical and numeric summary of your store's financial transactions up to 13 months, including net totals for the date range that you specify in the calendar (the default date range is "Current week"). For dashboard data over 13 months, please access Merchant Direct.

Note: The "Dashboard" is the first page that displays when you have successfully accessed your Moneris Go portal store. For a list of Moneris Go portal features and functions that you may now use, see Moneris Go portal - List of Moneris Go portal features and functions.

• To change the dashboard reporting period, see Moneris Go portal - Changing your dashboard's report period.
  

Moneris Go portal - Returning to your store's dashboard

The steps below describe how to return to your store's "Dashboard" page.

Note: If you have multiple stores linked to your user account, you can use the My Stores function to move between your stores (see Moneris Go portal - Using My Stores).

1. On the sidebar menu (shown below), click on Dashboard.
   Note: If the sidebar menu is not displayed on your screen, click on the "menu"icon in the top left corner of your screen, or expand your browser window to display the sidebar menu.
   

Moneris Go portal - Returning to your store's dashboard

Follow the steps below to select a new date range up to 13 months for your Moneris Go portal store's dashboard report.

Note: To retrieve transaction data older than 13 months, please access Merchant Direct.

1. Go to your store's "Dashboard" page (see Moneris Go portal - The dashboard).
2. On the "Dashboard" page, click on the calendaricon.
3. When the date range drop-down displays (shown below), select a pre-defined date range, or customize your own date range:
   
   To select a pre-defined date range:
   1. In the date range drop-down (shown above), click on the desired date range (Today, Yesterday, This week, Last week, This month, Last month, This quarter, or Last quarter).
   2. Wait while the dashboard request is processed.
      To customize a date range of your own:
      1. In the date range drop-down (shown above), click on Custom range.
      2. When the calendar displays (shown below), click on a start date to highlight it.
         Note: To roll the calendar date backward or forward, click on the back ˂ icon or the next  ˃ icon beside the month or year shown in the calendar header until you reach the desired month/year. Alternatively, you can click on the down ˅ icon beside the month and/or year, and select a specific month/year.
      3. Click on an end date to highlight it.
         Note: To roll the calendar date backward or forward, click on the back ˂ icon or the next ˃ icon beside the month or year shown in the calendar header until you reach the desired month/year. Alternatively, you can click on the down ˅ icon beside the month and/or year, and select a specific month/year.
      4. Click on the calendar's Apply button.
         
      5. Wait while the dashboard request is processed.

1. Log into the Moneris Go portal and access the store for which you want to generate this report (see Moneris Go portal - Logging into Moneris Go portal).
   Note: If you have multiple stores linked to your user account, you can use the My Stores function to move between your stores (see Moneris Go portal - Using My Stores).
2. On the sidebar menu (shown below), click on Reports.
   Note: If the sidebar menu is not displayed on your screen, click on the “menu”icon in the top left corner of your screen, or expand your browser window to display the sidebar menu.
   
3. When the "Reports" page displays the report (shown below), it will show a numerical summary of totals by transaction type and list any transaction processed within the default search period (i.e., current week):
   Note: To narrow the report scope, enter a dollar amount or order ID (a full or partial) in the Search by amount or order ID field. You may also use additional filters to refine the search by date, transaction type, card type, user, and channel (see Moneris Go portal - Changing the search filters for your financial transactions report).
   
   Merchant Direct note: Any data populating under Moneris Go portal's custom ID field/header in a Go portal receipt or report will always be listed under the header "Customer ID" in Merchant Direct's financial transactions reports regardless of the field/header label that is configured in Moneris Go portal.
   • To view the payment details, or perform a follow-on (Void, Refund, or Completion) transaction, or send/print a transaction receipt, click on the transaction to open its "Transaction details" page (see Moneris Go portal - Transaction details).
   • To change the number of hits listed on the page, click on the "Show # items per page" drop-down, and select a number (10, 25, or 50). To advance to the next page or last page, click on the Next page > icon or the Last page >> icon respectively. To go back to the previous page or the first page, click on the Previous < icon or the First page << icon respectively.
   • To export the report see Moneris Go portal - Exporting a financial transactions report.
   • For more information about each header, see Moneris Go portal - Payment details descriptions.

The "Transaction details" page lists all the transaction's attributes as described in the table below. You can view, print, and send (email/text) the transaction receipt; and you can initiate a follow-on Void, Refund, or Completion if applicable. The steps below describe how to view the "Transaction details" page for an approved/declined financial transaction.

1. Initiate a financial transactions report to retrieve the desired transaction (see Moneris Go portal - Financial transactions report), and then click on the transaction to open its "Transaction details" page (shown below).
   
   Note: The table below describes the labelled "Transactions details" image shown above.

2. From the "Transaction details" page, you can do any of the following:
View, print, or send (email/text) the transaction receipt:

1. Click on the click on View receipt button.
2. Continue in Moneris Go portal - Sending/printing a transaction receipt.
   Initiate a follow-on transaction:
   • To do a Void, see Moneris Go portal - Void: manual entry (continue at step 4).
   • To do a Refund, see Moneris Go portal - Refund: manual entry (continue at step 4).
   • To do a Completion, see Moneris Go portal - Completion with credit card: manual entry (continue at step 4).
     Return to your financial transactions report:
     1. Click on Back (appears in the top left corner on the "Transaction details" page).

The "Payment details" module (shown below) displays on the "Transaction details" page of every approved/declined financial transaction (see Moneris Go portal - Transaction details). The table below describes each line item that can appear in the "Payment details" module depending on the transaction. 

Note: Some of these line items are also featured as standard report headers in the financial transactions report (see Moneris Go portal - Financial transactions report). These line items are also identified in the table below. 

The table below describes the labelled line-items in the "Payment details" image shown above. The circle (●) in the "Header" column indicates the line item is also featured as a standard header in the financial transactions report.

The "Fraud check" module (shown below) displays on the "Transaction details" page of every approved/declined financial transaction (see Moneris Go portal - Transaction details). The table below describes each line item that can display in the "Fraud check" module.

 The table below describes the labelled line items in the "Fraud check" module image shown above.  

You can narrow/widen the scope of a Moneris Go portal financial transactions report by changing one or more of the report search filters.

Follow the steps below to export your Moneris Go portal financial transactions report to a spreadsheet file (Excel or open document format) or to a text file (comma separated values format).

1. Initiate a financial transactions report (see Moneris Go portal - Financial transactions report).
2. On the "Reports" page, go to the search bar, and click on the Export button (shown below).
   
3. When the "Export options" dialog displays (shown below), select the radio button beside the desired export file format (ODS, CSV, or EXCEL).
   
4. Click on the dialog's Export button.
5. When "File downloaded successfully" displays, the operation is complete.
   Note: When your device prompts you to save the downloaded file, save the file to the desired location.

A transaction receipt (shown below) is generated for every approved/declined transaction that is processed through your Moneris Go portal store, including any transaction that was performed on a point-of-sale device or application that is synched to your store. 

Note: To view, print, or send (email/text) a transaction receipt from the Moneris Go portal, see Moneris Go portal - Sending/printing a transaction receipt.

• For receipt line-item descriptions, see Moneris Go portal - Receipt example: debit/credit.

• For receipt line-item descriptions, see Moneris Go portal - Receipt example: gift. 

• For receipt line-item descriptions, see Moneris Go portal - Receipt example: cash.

The steps below describe how to view, send, and/or print a financial transaction receipt (see Moneris Go portal - Receipts) from the Moneris Go portal. 

The labelled receipt image shown below is a generic example of a Moneris Go portal debit/credit transaction receipt.

Note: To view, print, or send (email/text) a transaction receipt from the Moneris Go portal, see Moneris Go portal - Sending/printing a transaction receipt.

The table below describes line items in the labelled receipt image above.

The labelled receipt image shown below is a generic example of a Moneris Go portal gift transaction receipt. 

Note: To view, print, or send (email/text) a transaction receipt from the Moneris Go portal, see Moneris Go portal - Sending/printing a transaction receipt.

The labelled receipt image (shown below) is a generic example of a Moneris Go portal cash transaction receipt.

Note: To view, print, or send (email/text) a transaction receipt from the Moneris Go portal, see Moneris Go portal - Sending/printing a transaction receipt.

The table below describes line items in the labelled receipt image above.