Open Forum

 View Only
  • 1.  Merchant account Field in reports?

    Posted 02-24-2023 09:35

    I want to run a report of all active events to see which merchant account is being used.  Is there a report that includes that field?


    #ReportingandInsights

    ------------------------------
    Barbara Wills
    Cvent Administrator
    University of Missouri Extension
    javascript:AddSignatureVariable('willsbj@missouri.edu');
    ------------------------------


  • 2.  RE: Merchant account Field in reports?

    Posted 02-24-2023 10:56
    Edited by Steven Schlossman 02-24-2023 10:56

    Yep.

    Try Cross Report -> Event Transactions and add field Merchant Account to the report.

    There are two Merchant Account fields. Not sure which one works better for what you are looking for.



    ------------------------------
    Steven Schlossman
    Jack of all trades. Master of none.
    BMW Car Club of America
    ------------------------------



  • 3.  RE: Merchant account Field in reports?

    Posted 02-24-2023 14:26

    Thanks that does help some.  But really looking for something before the transactions begin though so I can double check they are set to the right merchant account.  As once a transaction happens I don't want to edit it....

    (we are in the midst of changing merchant accounts)



    ------------------------------
    Barbara Wills
    Cvent Administrator
    University of Missouri Extension
    javascript:AddSignatureVariable('willsbj@missouri.edu');
    ------------------------------



  • 4.  RE: Merchant account Field in reports?

    Posted 02-24-2023 19:13

    Sounds like you just need to run a test transaction.

    Testing a Merchant Account (API)



    ------------------------------
    Steven Schlossman
    Jack of all trades. Master of none.
    BMW Car Club of America
    ------------------------------