using merchant data reporting - personal banking including ... · using merchant data reporting...
TRANSCRIPT
Using Merchant Data Reporting
This guide takes you through the process of enabling and accessing Merchant Reporting for your CommBiz service.
Important
1. Call the CommBiz Help Desk on 13 2339 or the Merchant Help Desk on 1800 230 177 to request Merchant Reporting for your service.
2. Open your internet browser, visit commbiz.com.au and log in to CommBiz using your token password.
3. On the top menu, click Admin > Service.
Enabling Merchant Reporting
Access to Merchant Reporting is only available to Commonwealth Bank merchants with a CommBiz service.
004-603 100111
004-
603
1001
11
About this guide
CommBiz User Guide Using Merchant Data Reporting www.commbiz.com.au© Commonwealth Bank of Australia 2007 ABN 48 123 123 124
Page 2 of 4004-603 100111
Enabling Merchant Reporting
5. The ‘View Service Receivables Reports’ page is displayed. Merchant Reporting should be visible under ‘Report Type’. Click the Edit button. Note: If you cannot view ‘Merchant Reporting’ under ‘Report Type’, Merchant Transaction Reporting has not been activated for your service. Contact the CommBiz Help Desk or Merchant Help Desk to activate it.
6. Check the tick box next to Merchant Reporting and click Save.
4. On the left-hand menu, click Receivable Reports.
CommBiz User Guide Using Merchant Data Reporting www.commbiz.com.au© Commonwealth Bank of Australia 2007 ABN 48 123 123 124
Page 3 of 4004-603 100111
Assigning Merchant Reporting permission to ‘Custom Permission’ users
Not all CommBiz users will automatically receive access to view merchant reporting. Users with defined roles will automatically receive the permission to view merchant reporting. However, users with ‘Custom Permissions’ will require an Administrator to manually assign the permission to view Merchant Reporting. The following outlines the process for an Administrator to manually assign the permission to view Merchant Reporting:
1. On the top menu, select Admin > Users.
2. On the Find Users page, you can search for the user to whom you wish to assign the Merchant Reporting permission. Note: The ‘Role Name’ column will display the users with custom permissions.
7. The confirmation page is displayed. Click the Confirm button and Merchant Reporting will be activated for your service.
8. Click the OK button and you will be taken to the ‘View Service Receivable Reports’ page.
CommBiz User Guide Using Merchant Data Reporting www.commbiz.com.au© Commonwealth Bank of Australia 2007 ABN 48 123 123 124
Page 4 of 4004-603 100111
Assigning Merchant Reporting permission
4. Click the Receivable Reports tab.
5. Check the Enable tick box next to Merchant Reporting.
6. Click the Save button.
7. The confirmation page is displayed. Check that the changes are correct, then click the Confirm button.
3. When you have found the user, click Edit next to their name. The ‘Update User Profile’ page is displayed.
CommBiz User Guide Using Merchant Data Reporting www.commbiz.com.au© Commonwealth Bank of Australia 2007 ABN 48 123 123 124
Page 5 of 4004-603 100111
Viewing Merchant Reporting
1. On the top menu, select File Transfer > Export. The ‘Find Export File’ page is displayed.
2. From the File Type dropdown list, select ‘Merchant Reporting’.
8. Click the OK button and you will be taken to the ‘Find Users’ page.
7. The confirmation page is displayed. Check that the changes are correct, then click the Confirm button.
CommBiz User Guide Using Merchant Data Reporting www.commbiz.com.au© Commonwealth Bank of Australia 2007 ABN 48 123 123 124
Page 6 of 4004-603 100111
Viewing Merchant Reporting
4. You will be prompted to either Open the Excel spreadsheet (where you can view and print it) or Save it to your files.
3. To narrow the search criteria, use the Creation Date options, then click Search. A list of merchant transaction reports is displayed. When you have located the relevant Merchant Report, click the blue ‘File Name’ link.