How do I change the file type of the daily transaction report?

How do I change the file type of the daily transaction report?


Changing Your Report File Type Settings

To modify the file type of your daily transaction report, follow the steps below:

Step-by-Step Instructions:

  1. Log in to the Merchant Portal

  2. Access the Report Settings

    • Locate the Settings option on the left-hand side of the dashboard.
    • Click the Report Settings submenu.

  3. Select File Types for Daily Reports

    • On the Report Settings page, you will see the section titled Choose which report file format to send.
    • Select your preferred formats by ticking the appropriate checkboxes:
      • PDF: For reports in PDF format.
      • CSV (Comma Separated Values): For spreadsheet-compatible reports.

  4. Save Your Changes

    • Once you have selected your desired formats, click the Save button to confirm.

Additional Notes:

  • Delivery Schedule: Reports will be sent to the merchant's registered email address at midnight.
  • You can choose one or both file formats for your convenience.
  • Ensure your email account is correctly configured to receive these reports.

For further assistance, please contact Paytia's support team at techsupport@paytia.com.


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