Periodic Transaction Report Configuration

Configuring periodic transaction report.

This subsection will provide you with step-by-step instructions on how to set up and tailor the Periodic Transaction Report to meet your specific business needs. Whether you require daily, weekly, or monthly transaction summaries, we've got you covered.

To access the Configuration of Transaction Report Generator, navigate to Ottu Dashboard > Administration Panel > Report > Periodic Transaction Report Config.

Click on ➕Add Periodic Transaction Report, Then complete the following fields with the required information.

Parameters Description:

• Is Enabled?

  In order to activate this report configuration, you must define the Report Generation Start Date, specify the Period, set 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.

• Period:

  Specify how often the report generation process should recur.

• Report generation date/time:

  Set the date and time when the report generation process should start.

• 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.

• Plugins:

  Which plugin the report belongs to.

• 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.

• File name prefix:

  The filename prefix can be used to specify the format in which reports are saved.