Here, you will find detailed guidance on configuring the Flexible Transaction Report within Ottu. This report allows you to create customized transaction reports, filtering and selecting the data that matters most to your organization. We'll help you harness the power of Ottu's flexibility to generate insightful transaction reports.
To access the Configuration of Transaction Report Generator, navigate to Ottu Dashboard > Administration Panel > Report > Flexible Interval Transaction Reports.
Click on Add Flexible Interval Transaction Reports, Then complete the following fields with the required information.
Parameters Description:
Is Enabled?
In order to activate this report configuration, you must define the Cut-off Time, and activate the 'Is Active' option. The report configuration will only become operational and functional once all of these criteria have been satisfied.
Is active?
Indicates whether this object is currently active and can be utilized and displayed on the website.
Cut off time:
The time at which a transaction is evaluated for inclusion in the next day's report, and also serves as the time for sending the report. If this time is not defined, the report will not be generated, even if the Is_active flag is enabled.
Send transaction report by email:
If this checkbox is checked, the report will be sent to the merchant's email address automatically.
Emails:
It is used to specify the recipient's email address where transaction reports and will be sent via email.
Send transaction report by sftp:
When this checkbox is marked, it enables the system to send transaction reports securely using the SFTP (Secure File Transfer Protocol) method.
SFTP server host address:
It is to specify the hostname or IP address of the SFTP server to which transaction reports and data will be securely transferred.
SFTP upload path:
This field designates the directory or location on the SFTP server where transaction reports and data will be uploaded.
SFTP server username:
This field requires the username associated with your SFTP server account.
SFTP server password:
In this field, input the confidential password associated with the SFTP server account.
File name prefix:
The filename prefix can be used to specify the format in which reports are saved.
Add breakdown columns:
When this checkbox is selected, it influences the exported reports. In this mode, columns like 'refunded_amount' and 'voided_amount' will be presented separately in the exported reports. This option allows for a more detailed representation of these amounts, enhancing the clarity and granularity of the data in the reports.
