In the Report function, you generate and view predefined reports with the click of the mouse. When you first access iTracer, you establish report preferences for each report using the Profile function. iTracer saves your report preferences, which simplifies the process of viewing a report. Then, each time you want to view a report, you simply select a report from the appropriate folder and click Print Preview to display your report.
All reports in iTracer are located in one of four folders. Select the folder that contains the report you want to display. Then, select the specific report from the Report window.
Temporarily Change a Report's Preference
You also have the option of temporarily changing the report's preference prior to previewing the report. Depending on which report you select, you can change the Reporting Level and/or the Reporting Dates for a report. You also can restrict the report to transactions with a specific merchant, or you can restrict the report by Product.
Please note that any changes made to a report's profile in the Report function are temporary. Permanent changes to a report's profile must be made in the Profile function.
Selected iTracer reports have the option of generating summary versions of the report by suppressing report detail. Those reports will have the Suppress report detail check box at the bottom of the Report Folder screen.
Viewing a Report
Once you've selected your report and made any temporary changes to the report preference, you're ready to view the report. Simple click the Preview Report button in the upper right corner of the screen. Your report is generated using Crystal Reports.
The following is an example of a Transactions by Account report.
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