LogoLogo
FrançaisPayFacto homepageContact us
Canada Doc Center
Canada Doc Center
  • TERMINALS
    • Mobile
      • PAX A920
        • Terminal Overview
        • Terminal Setup and Configuration
        • Terminal Activation
        • Terminal Usage
      • PAX A920 Pro
        • Terminal Overview
        • Initial Terminal Configuration
        • Terminal Activation
        • Working with the Terminal
      • A920 / A920 Pro Accessories
        • PAX A920 - A920 Pro Terminal Charging Base Installation Guide
          • Charging Base Overview
          • Charging Base Installation
          • Using the Charging Base
        • PAX A920 Multi-Terminal (5) Charging Base Installation Guide
          • Charging Base Overview
          • Charging Base Installation
          • Using the Charging Base
    • Countertop
      • PAX A80
        • A80 Spec
        • A80 Setup Guide
          • Introduction
          • A80 Terminal Overview
            • Overview
            • Terminal Hardware
            • A80 Communication Ports
          • Terminal Setup and Configuration
            • Installing the Printer Paper
            • Connect the Terminal Cables
            • Configuring the Terminal Display Language
            • Configuring the Terminal Network Connections
            • Configuring the Terminal Ethernet Connection
            • Configuring the Terminal Wi-Fi Connection
          • Terminal Activation
            • Overview
            • Activate Terminal
            • Set Passwords
          • Working with the Terminal
            • Powering the Terminal On or Off
            • Terminal Input Options
            • Replacing the Printer Paper
            • Card Payment Options
        • Accessories
          • Introduction
          • Installing the T Bracket
          • Cable Installation
      • Pax A35 CA
        • Introduction
          • A35 Terminal Overview
          • Terminal Hardware
          • A35 Communication Ports
        • Terminal Setup and Configuration
          • Connect the Multi-Function Cable
          • Power On the Terminal
          • Configure the Terminal Display Language
          • Configuring the Terminal Network Connections
          • Configuring the Terminal Ethernet Connection
          • Configuring the Terminal Wi-Fi Connection
        • Terminal Activation
          • Overview
          • Activate Terminal
          • Set Passwords
        • Terminal Usage
          • Powering the Terminal On or Off
          • Terminal Input Options
          • Card Payment Options
    • Unattended
      • PAX IM30 (Canada Only)
        • Terminal Overview
        • Terminal Setup and Configuration
        • Terminal Activation
        • Terminal Installation and Maintenance
        • Terminal Usage
  • APPLICATIONS
    • Secure Payment
      • Terminal Activation User Guide
      • App to App Module User Guide
        • App to App Application
          • Configuration Settings
          • Transaction Management
          • Configure Tipping Options
          • Configure Cashback Options
          • Configure Printing Options
          • Configure Password Options
          • Help and Training Tools
        • Tasks and How-tos
          • Transaction Workflow
          • Switch to Standalone Mode
          • Gift Card Transactions
      • Gateway Module User Guide
        • Overview - Gateway Module
        • Gateway Application
          • Configuration Settings
          • Connection Settings
          • Transaction Management
          • Configure Tipping Options
          • Configure Cashback Options
          • Configure Printing Options
          • Configure Password Options
          • Help and Training Tools
        • Tasks and How-Tos
          • Full Transaction Workflow
          • Switch to Standalone Mode/Switch Back
          • GiftCard Transactions
      • Payment Standalone Mode
        • Payment Module
        • Transactions
          • Card Sale No Tip/With Tip
          • Debit Sale With Cashback
          • Pre-Authorization/Increment/Completion
          • Reimbursing a Sale
          • Credit Account Verification
          • Force Post
          • Cash Sale
          • Search for a Transaction
          • Process a Settlement
          • Manual Transactions
          • Gift Card Transactions
        • Tipping
        • Cashback
        • Operator Management
        • Passwords
        • Printing Options
        • Terminal Configuration
          • Display language and Theme settings
          • Select Accepted Card Type
          • Application Exit Password
          • Automatic Invoice Numbering
          • Confirmation Screen on Void or Pre-authorization Completion
          • Customer Payment Method Selection
          • Auto Start Secure Payment
          • Terminal Reboot
          • Contactless Transactions
          • Automatic Report Printing
          • Test Network Connection
          • Download Terminal Configuration
        • Reporting
        • Help and Training Tools
      • Application SecurePay Module
        • Overview
        • Requirements
        • STPI Secure Installation
        • Maitre'D Configuration
          • Electronic Funds Transfer Setup
          • Assign a Payment Terminal
          • Main Media Type for SecurePay
          • Media Type mappings
          • Generic Media Type mapping
          • Employee Configurations
        • SecurePay Application
          • Configuration Settings
          • Accessing Configuration Settings
          • Connection Settings
          • Duplicate Transaction Options
          • Table Search Options
          • Split Calculation Options
          • Select POS Type
          • Transaction Management
            • Transaction Management
            • Search for a Transaction
            • Print Detailed Transaction Report
            • Print Batch Summary Report
          • Configure Tipping Options
            • Tipping and Cashback
            • Tipping
            • Cashback
          • Configure Printing Options
            • Enable Transaction Receipt Printing
            • Enable Merchant Transaction Receipt
            • Select Printout Contrast Level
            • Select Which Transactions to Print
            • Reprint a Transaction Receipt
            • Enable Personalized Message on Receipt Footer
            • Configure Personalized Footer Message
            • Edit or Delete Personalized Footer Message
            • Disable Personalized Message on Receipt Footer
            • Disable Merchant Transaction Receipt
            • Disable Transaction Receipt Printing
          • Configure Password Options
            • Passwords
            • Understanding Password Hierarchy
            • Password Requirements
            • Incorrect Password Entries
            • Forgotten Passwords
            • Change Administrator Password
            • Change Merchant Password
            • Password Protection for Functions and Transactions
            • Reimbursement Passwords
            • Sales Transaction Passwords
            • Application Exit Password
          • Help and Training Tools
            • Training Mode
            • Enable Training Mode
            • Disable Training Mode
            • Getting Support
            • Exiting the Application
            • About Secure Payment
        • Payment Process
          • Payment process initiated by the POS
          • Working with Tips
          • Gift Card Transactions
        • Troubleshooting
      • Application SecureTable Module
        • Overview
        • Requirements
        • STPI Secure Installation
          • Installation Process Overview
          • Install Microsoft .NET Framework 3.5 SP1
          • Install Java for Windows
          • Install the STPISecure Client software
          • Activate the STPI Secure License
          • Start the STPI Client for the first time
          • Configure the STPI Client as a Service
        • Maitre'D Configuration
          • Maitre'D Electronic Funds Transfer Module Setup
          • Media Type mappings for SecureTable or SecurePay
          • Generic Media Type mapping for SecureTable or SecurePay
        • SecureTable Application
          • Configuration Settings
          • Accessing Configuration Settings
          • Connection Settings
          • Duplicate Transaction Options
          • Table Search Options
          • Split Calculation Options
          • Select POS Type
          • Transaction Management
            • Transaction Management
            • Search for a Transaction
            • Print Detailed Transaction Report
            • Print Batch Summary Report
          • Configure Tipping Options
            • Tipping and Cashback
            • Tipping
            • Cashback
          • Configure Printing Options
            • Printing Options
            • Enable Transaction Receipt Printing
            • Enable Merchant Transaction Receipt
            • Select Printout Contrast Level
            • Select Which Transactions to Print
            • Reprint a Transaction Receipt
            • Enable Personalized Message on Receipt Footer
            • Configure Personalized Footer Message
            • Edit or Delete Personalized Footer Message
            • Disable Personalized Message on Receipt Footer
            • Disable Merchant Transaction Receipt
            • Disable Transaction Receipt Printing
          • Configure Password Options
            • Passwords
            • Understanding Password Hierarchy
            • Password Requirements
            • Incorrect Password Entries
            • Forgotten Passwords
            • Change Administrator Password
            • Change Merchant Password
            • Password Protection for Functions and Transactions
            • Reimbursement Passwords
            • Sales Transaction Passwords
            • Application Exit Password
          • Help and Training Tools
            • Training Mode
            • Enable Training Mode
            • Disable Training Mode
            • Getting Support
            • Exiting the Application
            • About Secure Payment
        • Payment Process
          • SecureTable Full Transaction Workflow
          • Working with Tips
          • Voids
          • Gift Card Transactions
            • Supported Gift Card Transactions
            • Gift Card Processing Workflow
            • Processing a Sale with Gift Cards
            • Processing a Refund with Gift Cards
        • Tasks and How-tos
          • Task: Add an APN to your Android Payment Terminal
          • Task: Configure Port Forwarding
          • Switch to Standalone Mode
          • Switch Back from Standalone Payment Mode
        • Troubleshooting
          • Microsoft .NET Framework 3.5 is missing
          • Java is missing
    • Payfacto Gift Powered By Freebees
      • Installation and Configuration
      • Standalone Operation
      • Semi-Integrated Operation
      • Integrated Operation
      • Application Management
      • Loyalty and Reward Configuration
      • Gift Card Configuration
      • Card Reader Configuration
      • Application Security
      • Printing
    • PayFacto Gift - DataCandy
      • Introduction
      • Transactions
      • Application Configuration
      • Operator Management
      • Printing
        • Configuring Transaction Printing Options
        • Additional Printing Options
        • Add Personalized Receipt Header
        • Add Personalized Receipt Footer
        • Edit Personalized Messages
        • Deleting Personalized Messages
      • Passwords
        • Understanding Passwords
        • Incorrect Password Entries
        • Forgotten Passwords
        • Change an Operator's Password
        • Change the Administrator Password
        • Password Protection for Transactions
        • Require Password for Manual Gift Card Entry
      • Reporting
  • GENERAL INFORMATION
    • Chargebacks
      • Chargeback Flow
      • Visa Dispute Response Codes (Visa, 2018)
      • Mastercard Dispute Response Codes (Mastercard, 2022)
      • Glossary – Chargebacks
      • Chargebacks FAQ’s
    • Protection Against Fraud
    • Card Brand Network Fee Updates
  • TRAINING
    • Merchant Portal
Powered by GitBook
LogoLogo

Legals

  • Terms & conditions

© 2024 PayFacto, Inc. All rights reserved.

On this page
  • Reporting
  • Reports
  • About Reporting
  • View a Report

Was this helpful?

Export as PDF
  1. APPLICATIONS
  2. PayFacto Gift - DataCandy

Reporting

PreviousRequire Password for Manual Gift Card EntryNextGENERAL INFORMATION

Last updated 1 year ago

Was this helpful?

Reporting

Reports

The Gift PayFacto application includes reporting functionality. For more information on gift card reporting, refer to the following topics:


About Reporting

The terminal can print reports, allowing you to view detailed or summary information on the day’s gift card transactions. You can print reports to view information on gift card transactions by employee of for the overall merchant account. Report data comes from the DataCandy server.

IMPORTANT: Gift card reports are based on the current day’s transactions. If you do not print a report for a specific day, you will not be able to print the previous day’s report the next day.

The available reports include:

  • Daily detail report by employee: Prints a detailed report of all the day’s gift card transactions, separated by employee.

  • Daily summary report by employee: Prints a summary report of the day’s different types of gift card transactions, separated by employee.

  • Daily summary report by merchant: Prints a summary report of the day’s various types of gift card transactions for the merchant account.


View a Report

Regardless of the report you want to view, the procedure is the same. Viewing the detailed report for the current batch of transactions allows you to see each individual transaction’s details and allows you to reprint or void the transaction if desired.

To view a detailed list of transactions for the current batch:

  1. Enter the Admin password and touch OK.

  2. The selected report appears on the terminal screen.In the Details and summary reports section, touch the report you want to view:

    • Daily detail report by employee

    • Daily summary report by employee

    • Daily summary report by merchant

Touch the Action button on the main screen.

Touch Settings.

The selected report appears on the terminal screen.

Touch the Back icon to return to the main screen.

About Reporting
View a Report