A Batch report is printed automatically each time a terminal batches out. These settings need to be changed directly on the terminal and can not be changed in STEAM.
To change the type of report that prints out after every batch, follow these steps.
Batch Report - Sort By Card type option
- Press F1 *Touch screen models - Tap Three Lines (Go to step 3)
- Core Menu
- Applications
- DVCredit App
- Reports
- Report Generator
- Summary
- All
- All
- Sort by card Type
- Click Yes
- Name the report. By default it is named Report 1- Push green OK button
- Save as default batch report -Yes
This will print out a report with the total amount charged by the different card types.
Follow these same steps if the merchant wants a different type of custom report printed at the end of the night.
Step 7 will be the first option the merchant should change if they want something different. They have the option to choose Summary, Daily, or Detailed Report.
Daily report prints out all transactions that took place in that day
Summary report will break it down by just the total for the day, or by card type depending on what option you choose on step 10.
Detailed Report will show every transaction for the day, and all the details of all the transactions. This option uses a lot of paper, and should typically not be used for the daily batch report.