How to View a Report

Viewing a report in iTracer is as easy as One, Two, Three.

Step One - access the Report function by clicking .

Step Two - select a report.

Step Three - click Print Preview. Your report displays in Crystal Reports.

The data in your report is based on the preferences you establish in the Parameters function. You can temporarily override a report's preferences by changing any or all of the following:

Using your mouse, point to a report preference on the graphic below for a demonstration of it's functionality.

Click Print Preview to see a sample iTracer report.

• Reporting Level

You can temporarily change the reporting level of a report to include data for the entire company, a specific hierarchy and all hierarchies below it, or for an individual account. Your Reporting Level may be limited by your Security data access level.

• Reporting Dates

You can temporarily change the reporting dates by selecting from a range of calendar or statement dates. You also specify an exact date range by selecting a Flexible date and typing the date range in the respective boxes.

• Merchant Selection

You can restrict your reports to transactions from a specific merchant, merchants in a city, or merchants in a state.