How do I change the file type of the daily transaction report?

Changing Your Report File Type Settings

To modify the file type of your daily transaction report, follow the steps below:

Step-by-Step Instructions:

1. Log in to the Merchant Portal

   • Navigate to the Paytia Merchant Portal and log in using your administrator credentials.

2. Access the Report Settings

   • Locate the Settings option on the left-hand side of the dashboard.
   • Click the Report Settings submenu.
     
     

3. 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.
       
       

4. 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.