• Logging in
• Logging out
• Using the menu
• Using the application
• Checking the server status
• Reporting
  • The reporting menu
  • Transaction report
  • Pending transaction report
  • Viewing transaction information
  • Summary reports
  • Bank submissions report
  • Selecting clients, terminal groups and terminals using scope
  • Offline reports
  • Customising the columns in the results
  • Scheduling reports
• Performing authorisations
  • Refunding a transaction
  • Voiding a transaction
• Administering your account
  • Changing the account password
  • Viewing account usage history
  • Setting account preferences
  • Account policies
  • Forgotten password

The Pending transaction report displays all information for all uncommitted transactions recorded by terminals linked to your account. You can access this report by clicking any option in the Pending Transactions sections of the Reporting menu page.

If you selected any of the pre-defined date options all matching pending transactions will be automatically selected and displayed. The results are formatted as a paged report with each line corresponding to a single transaction.

To view subsequent or previous pages of information you should click on the page numbers (or the Next & Previous links) at the foot of the results. You can alter the number of pending transactions per page of results by selecting a new value in the Page Length drop down.

The number of matching pending transactions is displayed at the top of the results. A maximum of 100 rows will be displayed in an online query and if the results have been truncated the message 'First 100 results found (maximum)' will be displayed. If you want to see the full set of results you should click the Generate Report button and the full results will be generated offline and you will be notified by email when they are ready.

The grey row beneath the column headings is the order row. By clicking any of the cells in this row you can re-sort the result set (by default the result set will be ordered by transaction date & time). The currently ordered column is indicated by a black arrow in the corresponding cell. By clicking on this arrow you can change the ordering of the column from ascending to descending (& vice versa).

Each row contains standard columns. If you want to see additional information for a particular transaction you can click on the image in the leftmost column of each row. this will display the Transaction Information page in which all recorded information for the transaction is available. (Alternatively, you may use the column picker function to customise the columns which are displayed within the result set. This option is only available if you have set the User Interface preference to Advanced.)

Committing & Voiding Pending Transactions

In addition to the standard data columns the rightmost columns of each row contain icons to Void or to Commit the corresponding transaction. Click on either of these icons to access the corresponding function. It is not possible to hide these icons using the column picker.

Setting or modifying the search criteria

If you called the transaction report using the Manual Query option the Search Criteria will be visible. (You can also display the search criteria for a pre-defined report by clicking on the Show Search Criteria link). You should set the search criteria if you want to construct your own manual query or if you want to further refine one of the pre-defined reports.

The search criteria are displayed within a tabbed interface. The exact appearance of these tabs will depend upon the configuration of your user preferences but a typical example is shown below.

The individual criteria are grouped in Standard and Advanced tabs. The Standard tab contains those search criteria which are most frequently used and the Advanced tab contains more specialised criteria. You can select either tab by clicking on the tab title.

All report queries must include at least a From and To date. If you invoke the transaction report using one of the pre-defined options then these values will already be populated but if you selected the Manual Query option you will be required to supply valid values for these fields. When you are satisfied that the search criteria are entered correctly you should click the Search button to generate and display the results.

The advanced tab contains additional search criteria.

The advanced search criteria are as follows. Enter or select values for any one or more of these fields to restrict the results so that only transactions which match the defined criteria are included.

• Terminal Id

  Enter a terminal id to restrict the results to a single terminal. Where supplied, the terminal id must be a 8 digit number. It is also possible to filter results by terminal using the Scope selection button.

• Machine Reference

  The machine reference is an arbitrary string associated with the terminal configuration which is used to maintain a client-defined reference to the terminal.

• User Reference

  The user reference is an arbitrary string optionally supplied with each transaction.

• Transaction Reference

  The unique reference associated with this transaction generated by ChipDNA Direct. This should be in GUID format.

• Authorisation Code

  The authorisation code returned by the acquiring bank for the transaction.

• Card Reference

  defines the unique identifier of the card associated with the transaction which is assigned by ChipDNA Direct. This should be in GUID format.

• User Email Address

  Limits the report to transactions that were generated from WebMIS by a particuar user using the WebMIS virtual terminal.

• Scope

  Clicking the scope button will open a dialog in which all the terminals associated with your account are organised in terminal groups in a treeview layout. See Selecting Clients, Terminal Groups and Terminals using Scope for more information.

In addition to search criteria which alter the set of the transactions which will be included in the results, the Advanced tab also includes a number of other options which change the way in which information is displayed. These are;

• Date/Time Locality

  changes the type of date/time used. For a full discussion of this option refer to Using the application (Date/Time Locality)

• Initial Order

  by default the pending transaction report will be initially ordered by transaction date/time. You can change the initial order of the report by selecting an alternative column from this drop down list. You may also define whether the column is to be ordered in ascending or descending order.

• Report Name

  defines the name associated with the report if generated as an offline report. For a fuller discussion of this field please refer to Offline Reports