Reports; Merchant Direct Reporting; Transaction Reports; Clerk Totals Report - Moneris Core Countertop V400c Manual

Reports

There are many reports that can be viewed (and printed) on your terminal. These reports contain:
transaction details and transaction totals by various search criteria;

terminal settings and logs.

To view the Reports menu: From the Main menu, tap Reports, then Transactions or Settings.

Merchant Direct reporting

In addition to viewing reports on your Moneris terminal, you can also view reports online by logging into
Merchant Direct. (For enrolment instructions, refer to the Moneris Core® Countertop V400c Setting up Your
Software guide available at moneris.com/support-v400c.) Merchant Direct allows you to view and download
transaction reports by batch, date, clerk ID, and device number. You can also view and download standard
monthly merchant reports and special reports. To login:
1. Go to moneris.com.
2. In the top, right area of the screen, click Login.
3. From the dropdown list, select Merchant Direct.
4. Enter your user ID and password.

Transaction reports

When card numbers are printed on reports, the card numbers are masked or truncated. Masking replaces a
card's numbers with asterisks (e.g., ************1234). Truncation prints only the last 4 digits of a card (e.g.,
1234). The expiry date is not printed on reports. These measures help to prevent fraud.

Clerk totals report

Generate this report to see transaction totals for one or more individual clerks or for all clerks.
1. On the Main menu, tap Reports > Transaction Reports > Clerk Totals.
Respond to any security prompts (see page 9) that appear.

The terminal may display Processing your request, please wait while it connects to the Moneris host to
retrieve the list of clerks.
2. Select the clerks to be included in the report:
For one or more individual clerks, tap the associated toggle to include them; OR

For all clerks, tap the toggle for All Clerks. This will deselect the individual clerks.

3. Tap OK to generate the report.
4. The terminal displays the report on screen.
If the report extends past the screen, swipe up to see more.

To print the report, tap Print, or press 1 on the terminal keypad.

To view the report for a different clerk or set of clerks, tap Back.

To clear the screen and return to the Transactions Reports menu, tap OK.

Moneris Core® V400c: Using your Terminal 35