How do I change the file type of the daily transaction report?
How to change the file format of your daily transaction report, in four steps from the merchant portal.
Changing Your Report File Type Settings
To modify the file type of your daily transaction report, follow the steps below:
Step-by-Step Instructions:
Log in to the Merchant Portal
- Navigate to the Paytia Merchant Portal and log in using your administrator credentials.
Access the Report Settings
- Locate the Settings option on the left-hand side of the dashboard.
- Click the Report Settings submenu.
Select File Types for Daily Reports
- On the Report Settings page, you will see the section titled Choose which report file format to send.
- Select your preferred formats by ticking the appropriate checkboxes:
- PDF: For reports in PDF format.
- CSV (Comma Separated Values): For spreadsheet-compatible reports.
Save Your Changes
- Once you have selected your desired formats, click the Save button to confirm.
Additional Notes:
- Delivery Schedule: Reports will be sent to the merchant's registered email address at midnight.
- You can choose one or both file formats for your convenience.
- Ensure your email account is correctly configured to receive these reports.
For further assistance, please contact Paytia's support team at techsupport@paytia.com.
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