Reports menu

Reports menu

There are many reports that can be viewed on your terminal, with the option of printing them. These reports contain:

• transaction details and transaction totals by various search criteria;
• terminal settings and logs.

To view the Reports menu: From the Main menu, tap Reports > Transaction Reports or Settings Reports.

Merchant Direct reporting

In addition to viewing reports on your Moneris 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, 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.

Transaction reports

When card numbers are printed on reports, the card numbers are masked or truncated. Masking replaces a card’s numbers with asterisks (e.g., ************1234). Truncation prints only the last 4 digits of a card (e.g., 1234). The expiry date is not printed on reports.

These measures help to prevent fraud.

Settings reports

Transaction inquiry report

Transaction inquiry report

Use this report to view transactions for a specific card number, for a specific date, or for both.

1. On the Main menu, tap Reports > Transaction Reports > Transaction Inquiry.
   • Respond to any security prompts that appear.
     The Transaction Inquiry search screen appears.
2. Tap the Card Number field and key in the last 4 digits of the card you want to search for, then tap OK.
   • If you want to see only the transactions processed on a specific day for that card, tap the Date field and key in the desired date, then tap OK.
     

     Note: Both the card number and date fields are optional, but you must fill in at least one of them. For example, you can fill in the date field and leave the card number field blank to see all the transactions for that date.

      
3. Tap OK to generate the report.
   • The terminal displays a summary of the transaction(s) found by transaction type (for example, purchase, refund).
     • If the report extends past the screen, swipe up to see more.
     • To view the report for a different card or date, tap Back.
     • To clear the screen and return to the Transactions Reports menu, tap OK.
     • To see details for each transaction, continue to the next step.
4. Tap a transaction to see its receipt, then choose from the following actions.
   • To reprint the customer copy of the receipt, tap Reprint Receipt or press 1 on the terminal keypad. (To reprint the merchant copy of any receipt, use the Reprint function on the Main menu.)
   • To view another transaction, tap Back.
   • To clear the screen and return to the Transactions Reports menu, tap OK.

Clerk totals report

Clerk totals report

Generate this report to see transaction totals for one or more individual clerks or for all clerks.

1. On the Main menu, tap Reports > Transaction Reports > Clerk Totals.
   • Respond to any security prompts that appear.
   • The terminal may display Processing your request, please wait while it connects to the Moneris host to retrieve the list of clerks.
2. Select the clerks to be included in the report:
   • For one or more individual clerks, tap the associated toggle to include them ; OR
   • For all clerks, tap the toggle for All Clerks. This will deselect the individual clerks.
3. Tap OK to generate the report.
   • The terminal displays the report on screen.
     • If the report extends past the screen, swipe up to see more.
     • If no clerks were found for your terminal, refer to the Clerk ID setup [add link when ready].
4. Choose from the following actions.
   • To print the report, tap Print, or press 1 on the terminal keypad.
   • To view the report for a different clerk or set of clerks, tap Back.
   • To clear the screen and return to the Transactions Reports menu, tap OK.

Tip totals report

Tip totals report

Generate this report to see tip totals in the current batch for a specific date or for the entire batch. You can request tip totals for one or more individual clerks or for all clerks.

1. On the Main menu, tap Reports > Transactions > Tip Totals.
   • Respond to any security prompts that appear.
   • The Tip Totals search screen appears.
2. Tap the Select Type field to display the drop-down list, then tap the type of search you wish to perform.
   • Tap Date to see tip totals for transactions processed on a specific date in the current batch.
   • To enter or change the date, tap the date field, key in a new date using the terminal keypad, and tap OK.
   • Tap Entire Batch to see tip totals for all transactions in the current batch.
3. Tap OK to continue.
   • The terminal displays the list of all clerks.
4. Select the clerks to be included in the report:
   • For one or more individual clerks, tap the associated toggle to include them ; OR
   • For all clerks, tap the toggle for All Clerks.
5. Tap OK to generate the report.
   • The terminal displays the report on screen.
   • If the report extends past the screen, swipe up to see more.
   • If no clerks were found for the terminal, refer to the set up clerk IDs.
6. Choose from the following actions.
   • To print the report, tap Print, or press 1 on the terminal keypad.
   • To view the report for a different clerk or set of clerks, tap Back.
   • To clear the screen and return to the Transactions Reports menu, tap OK.

Detailed Transaction report

Detailed Transaction report

Generate this report to see details for all transactions stored in the current batch or all transactions processed on a specific date. This report also displays the tip amount (if any) and prints the transaction totals at the end of the transaction details. If you wish to see the totals only, generate the Terminal Totals Report.

1. On the Main menu, tap Reports > Transaction Reports > Transactions.
   • Respond to any security prompts that appear.
   • The Transaction Report search screen appears.
2. Tap the Select Type field to display the drop-down list, then tap the type of search you wish to perform.
   • By date: Tap Date to see transaction details for a specific date.
   • To enter or change the date, tap the date field and key in a new date using the terminal keypad, then tap OK.
   • By batch: Tap Entire Batch to see details for all the transactions in the current batch.
3. Tap OK to generate the report.
4. The terminal displays the report on screen.
   
   • If the report extends past the screen, swipe up to see more.
   • If no transactions are found, there were no transactions approved on the date specified or the current batch may be empty.
5. Choose from the following actions:
   • To print the report, tap Print, or press 1 on the terminal keypad.
   • To change the type of search, tap Back.
   • To clear the screen and return to the Transaction Reports menu, tap OK

Pre-Authorization report

Pre-Authorization report

Generate this report to view open pre-authorization transactions. These pre-authorizations have not yet been completed or cancelled.

1. On the Main menu, tap Reports > Transaction Reports > Pre-Authorizations.
   • The terminal displays any open pre-authorizations found.
     • If the report extends past the screen, swipe up to see more.
   • Choose from the following actions.
     • To print, tap Print or press 1 on the terminal keypad.
     • To clear the screen and return to the Transactions Reports menu, tap OK.

Terminal Totals report

Terminal Totals report

Generate this report to see transaction totals, stored on the terminal, for the current batch or for a specific date. The totals are broken down by card brand, including tips, with a grand total at the end.

1. On the Main menu, tap Reports, Transaction Reports, then Terminal Totals.
   • Respond to any security prompts that appear.
   • The Terminal Totals search screen appears.
2. Tap the Select Type field to display the drop-down list, then tap the type of search you wish to perform.
   • By date: Tap Date to see totals for a specific date.
   • To enter or change the date, tap the date field, key in a new date using the terminal keypad, then tap OK.
   • By batch: Tap Entire Batch to see totals for the current batch
3. Tap OK to generate the report.
4. The terminal displays the report on screen.
   
   • If the report extends past the screen, swipe up to see more.
   • If no totals or transactions are displayed, there were no transactions approved on the date specified or the current batch may be empty.
5. Choose from the following actions.
   • To print the report, tap Print, or press 1 on the terminal keypad.
   • To change the type of search, tap Back.
   • To clear the screen and return to the Transaction Reports menu, tap OK.

Host totals report

Host totals report

Generate this report to see transaction totals, as recorded on the Moneris host, for the current batch. The totals are broken down by card brand with a grand total at the end.

1. On the Main menu, tap Reports, Transaction Reports, then Host Totals.
   • Respond to any security prompts that appear.
   • The terminal communicates with the Moneris Host to obtain the batch totals recorded on the host.
2. Choose from the following actions.
   • To print the report, tap Print, or press 1 on the terminal keypad.
   • To return to the Transaction Reports menu, tap OK.

Deposit totals report

Deposit totals report

Generate this report to see merchant totals, from the Moneris host, for the last settled batch. The totals are broken down by card brand with a grand total at the end.

1. On the Main menu, tap Reports, Transaction Reports, then Deposit Totals.
   • The terminal communicates with the Moneris host to obtain and display the report.
   • If the report extends past the screen, swipe up to see more.
2. Choose from the following actions.
   • To print the report, tap Print, or press 1 on the terminal keypad.
   • To clear the screen and return to the Transaction Reports menu, tap OK.

Store and forward report

Store and forward report

This report shows all transactions processed using the store and forward feature. The transactions in the report are stored on your terminal and will be sent to the Moneris host when communication to the host is restored.

1. On the Main menu, tap Reports > Transaction Reports > Store and Forward.
   • Respond to any security prompts that appear, such as user ID and passcode.
2. The terminal displays the report on screen.
   • If the report extends past the screen, swipe up to see more.
3. Choose from the following actions.
   • To print the report, tap Print, or press 1 on the terminal keypad.
   • To clear the screen and return to the Transactions Reports menu, tap OK.

Settings reports

Settings reports

View or print these reports to identify the settings on your terminal.

Basic terminal report

Use this report to find out basic information about your terminal, including the terminal ID, merchant ID, and the version of the software.

1. On the Main menu, tap Reports, Settings Reports, then Basic Terminal.
   • Respond to any security prompts that appear.
   • The terminal displays the Basic Terminal report.
2. View the report and print it if you wish.
   • To print, tap Print or press 1 on the keypad.
   • To clear the screen and go back to the Settings Reports menu, tap OK.

Enhanced report

Use this report to find out detailed information about your terminal settings.

1. On the Main menu, tap Reports, Settings Reports, then Enhanced Terminal.
   • Respond to any security prompts that appear.
   • The terminal displays the Terminal Configuration report.
2. View the report and print it if you wish.
   • To print, tap Print or press 1 on the keypad.
   • To clear the screen and go back to the Settings Reports menu, tap OK.

Communication report

Use this report to find out detailed information about your terminal settings.

1. On the Main menu, tap Reports, Settings Reports, then Communication.
   • Respond to any security prompts that appear.
   • The terminal displays the Communication Settings report.
2. View the report and print it if you wish.
   • To print, tap Print or press 1 on the keypad.
   • To clear the screen and go back to the Settings Reports menu, tap OK.

PCI reboot

PCI reboot

Moneris performs a Payment Card Industry (PCI) security check on your terminal during the night. This may cause your terminal to reboot and to print a short report showing:

• the name of the application (Moneris Payment Application)
• the version of the application
• the time of the next PCI reboot

If you find this short report on your terminal in the morning, do not be concerned.