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Generate Batch Settlement Reports

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Batch Settlement Reports (Reports > Batch Settlements) display a summary of batch settlements and a link to view details of all transactions in the batch settlement.

A Batch Summar screen. A box surrounds the View Transaction Details link and a cursor hovers over it.

Instructions

Video Instructions

Text Instructions

  1. Click Reports in the left menu, and then select Batch Settlements.
  2. Select a location and a date, and then click Apply.
  3. Click the View Transaction Details link within the Batch Summary to open Transaction Search with the Batch ID prefilled in the new Batch ID search field.
    The transactions that are part of the batch settlement are automatically returned in the Search Results.
    The Transaction Search screen with the Batch ID field filled and multiple entries listed under Search Results. Boxes surround the Batch ID field and Search Results field.
  4. Click Export and select a file type to export the results.
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