You can go to the Merchant Portal at any time to view your daily and weekly totals.
To download a summary of your transactions, you will need to go to the transaction screen. In the top right-hand corner, you’ll see a little arrow with a line underneath it. Select the period for which you want to download the transactions and the file format you want the summary to appear in.
If you opt for CSV and open the file in Excel, your computer may display the details in a somewhat confusing way, with everything shown in the same cell. It’s easy to put this information into different columns by following these steps in Excel:
- Select the first column of the file by clicking on ‘A’;
- In the top menu, click on Data > Text to Columns)
- In the wizard, select the Delimited option and click on Next
- Select the Delimited signs for your data, e.g. comma or space. At the bottom of the window you’ll see a preview of the data.
- Click on Finish.