View and Customize the List of Transactions Report in the Shift4 Gift Card Portal (Canada)

Description: Learn how to run and customize the List of Transactions Report in the Shift4 Gift Card Portal to view, filter, and export Gift Card transactions.

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List of Transactions Report

Accessing the Report

To run this report, visit the Access and Run Reports in the Shift4 Gift Card Portal article.

Using the Report

1. Select Date Range: Use the Report Date Range to search for transactions over a specific period.
   
2. Choose Stores: If the merchant has multiple stores, reports can be run for a single store or for multiple stores at once.
   
3. Filter Transactions: Apply filters to display specific transactions or all transactions within the selected date range.
   
4. Customize Columns: Add additional columns to the report or use the default column selection.

Report Formats and Delivery

Clients can select different report formats (e.g., CSV, XML, PDF) and delivery methods based on their preferences.