Reporting Guide for Online Payments in Shift4 Customer Hub

Description: Review the different options for reporting utilizing Online Payments in Shift4 Customer Hub. 

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Overview

You should have a complete business management solution at your disposal, and this includes having extensive reporting capabilities.

Shift4 Customer Hub offers you a way to access your business financial activities and operational performance with added flexibility. Interactive dashboards and pages allow for deep dives into data and trends, while reports can be viewed and downloaded in a variety of formats. 

We understand that you use a variety of software solutions to analyze data, and for that reason, we offer data extracts to pull and receive data in the most efficient way possible for you. 

This guide explores the different reporting tools we offer. 

Shift4 Reporting Tools

At Shift4, we have developed multiple reporting solutions to meet the differing needs of our customer base. 

These include: 

• Dashboard: A reporting homepage that provides a visual display of data arranged into key business categories.
• Reports: On-demand reports show your business's data that can be viewed, downloaded, or subscribed to. 
  • Operational Reports
    • Chargeback Reconciliation
    • Interchange
    • Interchange Summary
    • Refund
    • Transactions
  • Financial Reports
    • End of Day Batch Totals
    • Reserve Balance
    • Settlement
    • Settlement Detail
  • Sample Reports 
• Documents: Provides users with informational documentation. Statements, notices, and tax forms can all be found in Shift4 Customer Hub.
• Customer Hub Extracts: Extracts streamline enterprise data retrieval by consolidating gateway and settlement information into a single, automated file.