Datacap Logo

Reporting Dashboard Overview

Table of Contents

About Datacap's Reporting Dashboard

Datacap’s Reporting Dashboard shows all card-present, card-not-present and gift transactions in real-time (24/7) for Datacap partners and their merchants.

Reporting Dashboard
Datacap's Reporting Dashboard

Transaction Summary Detail

To view transaction detail:

  • click “↓ show more details” from the Card Transactions or Gift Summary section of the Reportal Dashboard
  • From the dashboard sidebar (Gateway > Transactions) or (Gift > Business > Transactions).
↓ Show more details from the Card Transactions section
New Sidebar
Reporting Dashboard sidebar
Transaction Summary
Transaction Summary Dashboard
Advanced Live Filters

Users can use the “Advanced Live Filters” to view/show:

  • MIDs
  • Last 4
  • Invoice
  • Amount
  • Trancode
  • Batch
  • Brand
  • Request Response Contains
  • Show non-captured transactions
Advanced Live Filters
Advanced Live Filters

Batch Reporting

To view a batch report, select “Batches” in the “Gateway” section of the sidebar. Select the Date Range followed by Submit. 

Note: Batch reporting is not available for First Data and Heartland. 

Date Range filter
Credit Batches
Credit Batches

Creating Reporting Dashboard Accounts

Admin Accounts for Dealers

  • View entire merchant catalog via single login 
  • Manage user access via “Account Management” section of PSCS™
Merchant Dropdown
Merchant Catalog in upper-right part of Reporting dashboard

1 In PSCS, navigate to "Account Management" from the main menu.

Account Management in PSCS

2 Under notifications, add all dealer contacts and make sure "Hosted Reporting" is checked.

Dealer Account Contacts in PSCS Account Management section

Single User Accounts

  • Access to single merchant account
  • Manage user access in merchant-specific deployment in PSCS
Merchant Contacts
Merchant Contacts for Hosted Reporting in PSCS

1 In PSCS, create a "Hosted Bridge" deployment.

2 Add merchant contacts in the "Merchant Contacts for Reporting" section.

Account Confirmation E-mails

New users/contacts will confirm their Reportal account and create a password for access.

1 Click the "Get Started" button in the Datacap "Account Activation" e-mail. The e-mail will come from: datacap@dcap.com.

2 Create a password using the merchant or dealer e-mail specified above .

Reportal Activation
Account Activation e-mail
Create Account
Create Password

Virtual Terminal Access

Datacap’s stand-beside Virtual Terminal allows merchants to process card-not-present transactions over the phone (MOTO) via NETePay Hosted™. Here’s how to setup Datacap’s Virtual Terminal for your merchants. Once you have your Datacap Merchant ID (from PSCS or Datacap confirmation e-mail), you can start processing transactions with the Virtual Terminal.

1 From the Reporting Dashboard sidebar, expand the "Gateway" tab and select the Virtual Terminal option.

2 Select your pre-configured merchant id from the dropdown.

Virtual Terminal

3 Start processing manual credit, gift or ACH payments.

Transaction Troubleshooting

Users can view Request/Response data to troubleshoot transaction errors.

1 From the Transaction Detail Summary screen, click on "Details" button next to the transaction you want to evaluate.

Details Button
Details Button

2 View the Request/Response data fields to troubleshoot the selected transaction. You can copy/paste the requests and responses to send to Datacap support.

Details
Requests/Responses

Datacap Gift Reporting

Users can also manage/view all Datacap Gift transactions for a single merchant or merchant chains (Group). 

Gift Terms and Definitions

You can view multiple Gift Reports from the Gift section in the sidebar or by clicking “↓ show more details” from the Gift Summary section of the Reportal Dashboard.

Gift

Gift Single Merchant Location

Stored Value Account Transactions

Detailed Summary of transactions for single Account; Date/Time, Load/Sale, Amount, Location

Single Location Stored Value Current Credit

Real-Time listing of every “negative-value” Account (House Account) and associated Dollar Value

Single Location Stored Value Effective Credit

Listing of every “negative-value” Account (House Account) and associated Dollar Value at a specified date

Single Location Stored Value Current Liability

Real-Time listing of every Account and associated Dollar Value

Single Location Stored Value Effective Liability

Listing of every Account and associated Dollar Value at specified date

Single Location Stored Value Reconciliation

Summary of Total Gift Loads Less Total Gift Sales within specified Date Range

Gift Grouped Merchants

Group Stored Value Current Credit

Real-Time listing of every “negative-value” Account (House Account) and associated Dollar Value

Group Stored Value Effective Credit

Listing of every “negative-value” Account (House Account) and associated Dollar Value at a specified date

Group Stored Value Current Liability

Real-Time listing of every Account and associated Dollar Value

Group Stored Value Effective Liability

Listing of every Account and associated Dollar Value at specified date

Group Stored Value Reconciliation

Summary of Total Gift Loads Less Total Gift Sales within specified Date Range for each Location

Group Stored Value Transactions

Detailed Summary of each Gift Sale/Load; Date/Time, Card Number, Amount, Location

Gift Business (Summaries)

Transactions

All Gift Transactions filtered by: Account, Amount, Invoice, Trancode

Account Summary

Summary by Account over a specified Date Range; # of transactions, Net Change in Liability Value, Current Balance

Reporting API

Don’t want to use Datacap’s Reporting dashboard? No problem. Contact Datacap about incorporating the Reporting API into your own reporting engines or dive into the docs on our dev portal.

Example Stored Value Business Reconcile Request:
				
					GET https://reporting.dcap.com/v1/storedvalue/business/reconcile?StartDate=2016-10-1&EndDate=2016-10-31

Authorization: datacapMIDHERE
Content-Type: application/json
Accept: application/json
				
			

White-Labeling

Why White-label Datacap’s NETePay Hosted Platform?

  • Brand it as your own
    Build your brand with white-labeled merchant/partner facing reporting and Virtual Terminal.

  • Access to POS partners
    Access 800+ (and growing) Point of Sale partners who are currently integrated.

  • Boost your Revenue
    Choose from one of Datacap’s flexible sales options to find the solution that best fits your model.

  • Integration Team
    Leverage Datacap’s industry-best integration team to provide integration support and onboard new partners on your behalf.

Reporting Dashboard

The following elements of the Reporting Dashboard can be customized:

  • Logo
  • brand/slogan/messaging
  • Dashboard “login” and “welcome” screens
  • Welcome/activation e-mails
What's customizable
What's customizable?
EVO Welcome Screen
Datacap partner: EVO

Still need help?

How can we help?

Call us (215-997-8989) or Send us a message