View Batch and Processing Reports in the Shift4 Dine Customer Hub

Description: Learn how to access batch and processing detail reports in the Shift4 Dine Customer Hub to review transaction data by date range.

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Select a link to jump to a section:

• Location Overview
• Batches Reports
• Processing Detail Report
• Internal Only: 
  Transaction Manager 

Location Overview

On the Customer Hub, go to Location > Overview > Past 7 Days of Batches to display batch reports for the past 7 days.

Batches Reports

Batch reports can also be generated in the reporting section. To generate reports, proceed with the following steps:

1. Log in to the Customer Hub and select Reporting > Reports. 
2. Press on the pie chart symbol and select the Processing category.
3. In the Select the Report section, select Batches.
4. In the Select the Period section, select the desired timeframe for the report.
5. Press the blue Generate button to generate the report.
   

Parameter Options

• Period (able to select the date or date range)

Accessibility Options

• View on screen
• Download
• Subscription

Columns

• The column names listed in the table below read left to right in the report.

#	Data Element	Data Type	Description
1	Merchant ID	bigint	Unique identification number for the merchant
2	Card Number	varchar	The account number for the payment card used
3	Merchant Reference	varchar	Vendor reference number passed along the payment integration
4	Transaction ID	varchar	Unique card association identifier per transaction
5	Card Brand	varchar	Association or network that facilitates card payment transactions
6	Batch	varchar	Unique identifier grouping batched transactions together
7	Transaction Date	timestamp	Date when the payment transaction took place
8	Timezone	varchar	Area observing a uniform standard of time
9	Transaction Type	varchar	Combination of source and action to classify a transaction
10	Currency	varchar	Currency of denomination used while processing the transaction
11	Debit	bigint	Total amount of debit payment type used during the transaction
12	Credit	bigint	Total amount of credit payment type used during the transaction
13	Exchange Rate	bigint	Relative price of currency compared to another currency

Processing Detail Report

In some cases, merchants might need more detailed reports that reflect the Deposits Account Number, Batch Reference Number, etc. To generate a more detailed report, proceed with the following steps:

1. Log in to the Customer Hub and select Reporting > Reports. 
2. Press on the pie chart symbol and select the Processing category.
3. In the Select the Report section, select Processing Detail.
4. In the Select the Period section, select the desired timeframe for the report.
5. Press the blue Generate button to generate the report.
   

Internal Only: 

Transaction Manager

Batch reports can also be found in Transaction Manager.

1. Navigate to Transaction Manager and log in using zzz credentials.

2. Press on the Transactions section from the top menu and select Archived Batches.
   
3. In the Archived Batches section, select the desired month as shown in the screenshot below.
   
4. Once the month is selected, you will be able to see daily batch reports as shown in the screenshot below.
   
5. If needed, batch reports can be expanded by pressing on the date of the batch, as shown in the screenshot below.