The Credit Card Report allows you to view detailed information about credit card and e-check transactions.
RecTrac Process and Reporting screens offer numerous fields and widgets that allow you to filter the data for which your process or report is being run. RecTrac Widgets provides definitions and examples to show you how these work.
VSI Standard Outputs include:
Click any link above to see a sample of the standard report default output.
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Credit Card Solutions
See Also: Topic Doc - CardConnect - CCPanpad (USB) Integration
See Also: Topic Doc - CardConnect - Bolt V2 (Ethernet) Integration
See Also: Topic Doc - Electronic Transaction Systems (ETS).
See Also: Topic Doc - VeriFone Point.
See Also: Topic Doc - PlugNPay WebXPress.
Core Criteria
Credit Card Profiles (SACreditCardHistory_DeviceCodeLink_DataGrid)
Highlight/select the profile(s) on which you wish to report. By default, the DataGrid displays all E-Check and Credit Card profiles in your database.
Click here for a full description of RecTrac DataGrids.
DeleteRecord Status (SACreditCardHistory_RecordStatus_ComboBox)
Click the Combo Box icon to select the Transaction Record Status(es) which you wish to include in your report.
DeleteTransaction Type (SACreditCardHistory_TransactionType_ComboBox)
Click the Combo Box icon to select the Transaction Type(s) which you wish to include in your report.
DeletePay Code(s) (SACreditCardHistory_PayCode_ComboBox)
Click the Combo Box icon to select the Payment Code(s) which you wish to include in your report.
Press and hold the <CTRL> key and click with your mouse to multi-select.
DeleteAuthorization Code (SACreditCardHistory_AuthorizationCode_Equals)
Enter a specific Authorization Code in this field, if desired. Any transaction with a matching code will be included on your report.
Leave this field blank to skip this check.
Note: This field corresponds to the Auth column on the report .pdf output.
Use Receipt # Range (SACreditCardHistory_ReceiptNumber_UseRange)
Enable this option if you wish to report on transactions by Receipt Number range.
THEN
Use the Receipt fields to identify your Beginning and Ending Receipts.
OR
Leave this option de-selected to skip the Receipt Range check.
Order ID (SACreditCardHistory_OrderID_Equals)
Enter a specific value in this field, if desired. Any transaction with a matching code will be included on your report.
Leave this field blank to skip this check.
Note: This field corresponds to the Mask column on the Credit Card report the Check Number column on the E-Check Report and the Order ID field on the PlugNPay Reconciliation report .pdf output.
Begin Receipt # (SACreditCardHistory_ReceiptNumber_Begin)
This field is applicable only if you opt to Use Receipt Number Range.
Enter the Beginning and Ending Receipt Number range in their respective fields. Transactions with receipts within the range entered will be included on your report.
DeleteEnd Receipt # (SACreditCardHistory_ReceiptNumber_End)
This field is applicable only if you opt to Use Receipt Number Range.
Enter the Beginning and Ending Receipt Number range in their respective fields. Transactions with receipts within the range entered will be included on your report.
DeleteUse Transaction # Range (SACreditCardHistory_TransactionNumber_UseRange)
Enable this option if you wish to report on transactions by Transaction Number range.
THEN
Use the Transaction Number fields to identify your Beginning and Ending Transaction values.
OR
Leave this option de-selected to skip the Transaction Number Range check.
Begin Transaction # (SACreditCardHistory_TransactionNumber_Begin)
This field is applicable only if you opt to Use Transaction Number Range.
Enter the Beginning and Ending Transaction Number range in their respective fields. Transactions with numbers within the range entered will be included on your report.
DeleteEnd Transaction # (SACreditCardHistory_TransactionNumber_End)
This field is applicable only if you opt to Use Transaction Number Range.
Enter the Beginning and Ending Transaction Number range in their respective fields. Transactions with numbers within the range entered will be included on your report.
DeleteUse Drawer Range (SACreditCardHistory_CashDrawer_UseRange)
Enable this option if you wish to report on transactions by Drawer Number range.
THEN
Use the Drawer Number fields to identify your Beginning and Ending Drawer values.
OR
Leave this option de-selected to skip the Drawer Number Range check.
Begin Drawer (SACreditCardHistory_CashDrawer_Begin)
This field is applicable only if you opt to Use Drawer Number Range.
Enter the Beginning and Ending Drawer Number range in their respective fields. Transactions with numbers within the range entered will be included on your report.
DeleteEnd Drawer (SACreditCardHistory_CashDrawer_End)
This field is applicable only if you opt to Use Drawer Number Range.
Enter the Beginning and Ending Drawer Number range in their respective fields. Transactions with numbers within the range entered will be included on your report.
DeleteUse UserName Range (SACreditCardHistory_UserName_UseRange)
Enable this option if you wish to report on Credit Card transactions by User ID range.
THEN
Use the User ID fields to identify your Beginning and Ending User ID values.
OR
Leave this option de-selected to skip the User ID Range check.
Begin User Name (SACreditCardHistory_UserName_Begin)
This field is applicable only if you opt to Use User Name Range.
Click the Picklist icons to select the Beginning and Ending User ID range in their respective fields. Transactions with User IDs within the range entered will be included on your report.
DeleteEnd User Name (SACreditCardHistory_UserName_End)
This field is applicable only if you opt to Use User Name Range.
Click the Picklist icons to select the Beginning and Ending User ID range in their respective fields. Transactions with User IDs within the range entered will be included on your report.
DeleteUse Process Date Range (SACreditCardHistory_ProcessDate_UseRange)
Enable this option if you wish to report on transactions by Date Range.
THEN
Use the Date Select fields to identify your Beginning and Ending Process (i.e. transaction) Dates.
OR
Leave this option de-selected to skip the Date Range check.
Notes: When opting to use a Date and Time range times are fixed across the dates in the range. For Example: Your Date Range is 04/01/20xx - 04/07/20xx and your Time Range is 0700am - 0400pm. The report will list transactions that took place daily between 700am and 400pm for each date in the range.. To run a report using continuous time enter a Date Range and leave the Use Posting Time Range option de-selected.
PNP Reconciliation Report Limitation:The PNP Reconciliation report should be run for a Date Range of less than four (4) weeks. Running the report for a Date Range greater than four (4) weeks in length typically results in errors and the report fails to generate.
Begin Process Date (SACreditCardHistory_ProcessDate_Begin)
This field is applicable only if you opt to Use Process Date Range.
Select your Begin Process Date option for this report. <
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Transactions processed within the Date Range selected will be included on your report.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
PNP Reconciliation Report Limitation:The PNP Reconciliation report should be run for a Date Range of less than four (4) weeks. Running the report for a Date Range greater than four (4) weeks in length typically results in errors and the report fails to generate.
End Process Date (SACreditCardHistory_ProcessDate_End)
This field is applicable only if you opt to Use Process Date Range.
Select your End Process Date option for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Transactions processed within the Date Range selected will be included on your report.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
PNP Reconciliation Report Limitation:The PNP Reconciliation report should be run for a Date Range of less than four (4) weeks. Running the report for a Date Range greater than four (4) weeks in length typically results in errors and the report fails to generate.
Use Posting Time Range (SACreditCardHistory_PostingTime_UseRange)
Enable this option if you wish to report on transactions by Posting Time.
THEN
Use the Posting Time fields to identify your Beginning and Ending Posting (i.e. transaction) Times.
OR
Leave this option de-selected to skip the Time Range check. In this event, the Time Range will be midnight to midnight.
Note: When opting to use a Date and Time range times are fixed across the dates in the range. For Example: Your Date Range is 04/01/20xx - 04/07/20xx and your Time Range is 0700am - 0400pm. The report will list transactions that took place daily between 700am and 400pm for each date in the range.
To run a report using continuous time enter a Date Range and leave the Use Posting Time Range option de-selected.
Begin Posting Time (SACreditCardHistory_PostingTime_Begin)
This field is applicable only if you opt to Use Posting Time Range.
Select your Begin Posting Time option for this report.
THEN
Take appropriate action in the right-hand column to specify the actual time you wish to select. Transactions processed within the Time Range selected will be included on your report.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Posting Time (SACreditCardHistory_PostingTime_End)
This field is applicable only if you opt to Use Posting Time Range.
Select your End Posting Time option for this report.
THEN
Take appropriate action in the right-hand column to specify the actual time you wish to select. Transactions processed within the Time Range selected will be included on your report.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Combined Posting Date/Time Range (SACreditCardHistory_PostingDateTime_UseRange)
Select this option to run the report around the clock."
THEN
Enter your posting date and time ranges in the fields below.
Select this option to have the report run continuously over your date/time range
OR
Deselect this option and enable the Use Posting Date Range option to run the report with the begin and end date/time ranges applying to each day in your date range individually.
For example you select the date range 04/22/20yy - 04/26/20yy and a time range of 06:00am - 02:00pm. If using the Combined Posting Date/Time Range then the report will include all the transactions that took place starting at 06:00am on 04/22 and running through 02:00pm on 04/26 so a transaction that took place at 03:00pm on 04/24/20yy would be included in the report.
If using the Posting Date/Time options then the report will include only those transactions that took place between 6:00am and 2:00pm on each day in your date range; so a transaction that took place at 03:00pm on 04/24/20yy wouldn't be included because it didn't take place during the 06:00am - 02:00pm window.
Regardless of which option you select Vermont Systems recommends picking one or the other and entering a valid date range. If opting not to use a Date Range (i.e. if you leave both Date Range options deselected then the report will run from 07/01/1985 to 12/31/2029 by default.
Note: If you enable the Use Posting Date Range/Use Posting Time Range options then the system disables the Use Combined Posting Date/Time Range option. If you enable the Use Combined Posting Date/Time Range option then the system disables the Use Posting Date Range/Use Posting Time Range options. These fields cannot be enabled simultaneously.
Begin Posting Date/Time (SACreditCardHistory_PostingDateTime_Begin)
This field is applicable only if you are opting to Use Combined Posting Date/Time Range
Select your posting date range for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select.
THEN
Select your Posting Time Range for this report.
THEN
Take appropriate action in the right-hand column to specify the actual time range you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Begin Posting Date/Time (SACreditCardHistory_PostingDateTime_End)
This field is applicable only if you are opting to Use Combined Posting Date/Time Range
Select your posting date range for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select.
THEN
Select your Posting Time Range for this report.
THEN
Take appropriate action in the right-hand column to specify the actual time range you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteCredit Card Brand (SACreditCardHistory_CreditCardBrand_ComboBox)
This field is applicable for Credit Card reports only.
Click the Combo Box icon to select the Credit Card Brand(s) which you wish to include in your report.
Leave this field blank to skip this check.
DeleteCredit Card Mask (SACreditCardHistory_CreditCardMask_Equals)
This field is applicable for Credit Card reports only.
Enter a specific Credit Card Mask value in this field if desired. Any transaction with a matching code will be included on your report.
Leave this field blank to skip this check.
Note: This field corresponds to the Mask column on the report .pdf output.
Credit Card Holder (SACreditCardHistory_CreditCardHolder_Equals)
This field is applicable for Credit Card reports only.
Enter all or part of a Mask value in this field.
THEN
Expand the corresponding Drop-down list to select your Credit Card option for matching the data entered. Wildcarding is allowed in this field.
Card Holder Option (SACreditCardHistory_CreditCardHolder_Equals_Option)
This field is applicable for Credit Card reports only.
Select your Wildcard Option for this process:
- Equals - The process will return a list of all records that equal the value entered. This must be an exact match. For Example: If this was a list of Family Members entering 'Grace Somersby' would find 'Grace Somersby' because it is an exact match but it would NOT find 'Grace J. Somersby' because it is not an exact match.
Note: When running Reports you can use a comma-delimited list (with no spaces) in the corresponding Wildcard field when your Wildcard Option is Equals. This applies to Reports only. For Example: Entering "48116 5851 88003" in a Zip Code Wildcard field on a Report and using the Equals Option would yield results from those three separate Zip Codes.
- Begins - The process will return a list of all records that begin with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'Gr' would find all members whose name begins with 'Gr' such as Grace Somersby but it would NOT find Ginny Weasley because her name begins with 'Gi.'
- Ends - The process will return a list of all records that end with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'by' would find all members whose name ends with 'by' such as Grace Somersby but it would NOT find Sam McGee because his name ends with 'ee.'
- Matches - The process will return a list of all records where a value match can be found. Wildcarding and asterisks/periods must be used. For Example: If this was a list of Family Members entering '*om*' (asterisks must be included) would find Grace Somersby and Tom Sawyer because "om" appears in both names but it would NOT find Felicity Lemon because "om" does not appear anywhere in her name.
Note: See also: RecTrac Wildcarding.
Use Amount Range (SACreditCardHistory_Amount_UseRange)
Enable this option if you wish to report on transactions by Amount range.
THEN
Use the Min and Max Amount fields to identify your Beginning and Ending Transaction values.
OR
Leave this option de-selected to skip the Amount Range check.
Min Amount (SACreditCardHistory_Amount_Begin)
This field is applicable only if you opt to Use Amount Range.
Enter the Minimum and Maximum Amount range in their respective fields. Transactions with numbers within the range entered will be included on your report.
DeleteMax Amount (SACreditCardHistory_Amount_End)
This field is applicable only if you opt to Use Amount Range.
Enter the Minimum and Maximum Amount range in their respective fields. Transactions with numbers within the range entered will be included on your report.
DeleteUse Amount Refunded Range (SACreditCardHistory_AmountRefunded_UseRange)
Select this option if you wish to report on transactions by Amount Refunded range.
THEN
Use the Min and Max Amount Refunded fields to identify your Beginning and Ending Transaction values.
OR
Leave this option de-selected to skip the Amount Refunded Range check.
Min Amount Refunded (SACreditCardHistory_AmountRefunded_Begin)
This field is applicable only if you opt to Use Amount Refunded Range.
Enter the Minimum and Maximum Amount Refunded range in their respective fields. Transactions with numbers within the range entered will be included on your report.
DeleteMax Amount Refunded (SACreditCardHistory_AmountRefunded_End)
This field is applicable only if you opt to Use Amount Refunded Range.
Enter the Minimum and Maximum Amount Refunded range in their respective fields. Transactions with numbers within the range entered will be included on your report.
DeleteUse Convenience Fee Amount Range (SACreditCardHistory_ConvenienceFeeAmount_UseRange)
Enable this option if you wish to report on transactions by Convenience Fee Amount range.
THEN
Use the Min and Max Convenience Fee Amount fields to identify your Beginning and Ending Transaction values.
OR
Leave this option de-selected to skip the Convenience Fee Amount Range check.
Note: This field is applicable to Convenience Fees charged via WebTrac only. Convenience Fees charged through your credit card processor such as PlugNPay WebXPress/Nobel Payments or your bank for E-Check transactions are NOT recorded in RecTrac and thus will not appear on this report.
Min Convenience Fee Amount (SACreditCardHistory_ConvenienceFeeAmount_Begin)
This field is applicable only if you opt to Use Convenience Fee Amount Range.
Enter the Minimum and Maximum Convenience Fee Amount range in their respective fields. Transactions with numbers within the range entered will be included on your report.
DeleteMax Convenience Fee Amount (SACreditCardHistory_ConvenienceFeeAmount_End)
This field is applicable only if you opt to Use Convenience Fee Amount Range.
Enter the Minimum and Maximum Convenience Fee Amount range in their respective fields. Transactions with numbers within the range entered will be included on your report.
DeleteUse Tip Amount Range (SACreditCardHistory_TipAmount_UseRange)
Enable this option if you wish to report on transactions by Tip Amount range.
THEN
Use the Min and Max Tip Amount fields to identify your Beginning and Ending Transaction values.
OR
Leave this option de-selected to skip the Tip Amount Range check.
Min Tip Amount (SACreditCardHistory_TipAmount_Begin)
This field is applicable only if you opt to Use Tip Amount Range.
Enter the Minimum and Maximum Tip Amount range in their respective fields. Transactions with numbers within the range entered will be included on your report.
DeleteMax Tip Amount (SACreditCardHistory_TipAmount_End)
This field is applicable only if you opt to Use Tip Amount Range.
Enter the Minimum and Maximum Tip Amount range in their respective fields. Transactions with numbers within the range entered will be included on your report.
DeleteSite Code (SACreditCardHistory_SiteCode_Picklist)
Select the Site Code(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Area (SACreditCardHistory_SiteArea_Picklist)
Select the Site Area(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Category (SACreditCardHistory_SiteCategory_Picklist)
Select the Site Category/Categories by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Group (SASite_SiteGroup_Picklist)
Select the Site Group(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Type (SASite_SiteType_Picklist)
Select the Site Type(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.