SmartMCA Knowledge Base
  • What is SmartMCA?
  • Get Started
    • Log In
    • Dashboard
  • Guides
    • Deals
      • Create Schedules
      • Commissions/Syndication/Heldback
    • Applications
      • View Applications List
      • Manage Applications
        • Create New Application
          • Offer Details
        • Create Pre-Approved Application
      • Applications Pipeline View
      • Adding and Generating Documents
    • Transactions
      • Manually Adding Transactions
    • Merchants
    • Reports
    • Syndicators/Brokers
  • Advanced Settings Guides
    • Settings
      • Users
      • Bank
      • Audit Logs
      • Bank Account Balance
      • ACH Transaction Files
      • Deal Collection Logs
      • ACH Scheduler ID Mapping
      • Parties
      • FED Holidays
      • Doc. Template Data Fields
      • Document Templates
  • Integrations
    • signNow
Powered by GitBook
On this page
  • 1. Page Overview
  • 2. Merchant Payments
  • 2.1 Date Filtering:
  • 2.2 Inclusions
  • 2.3 Merchant and Deal Filtering
  • 3. Commission Report
  • 3.1 Date Paid
  • 4. Collection Schedules
  • 4.1 Date Filtering
  • 4.2 Schedule Type
  • 5. Export
  1. Guides

Reports

PreviousMerchantsNextSyndicators/Brokers

Last updated 10 months ago

1. Page Overview

The reports tab allows the user to generate detailed reports for instant analysis and for export.

There are 5 types of reports, which the user selects from the dropdown list:

2. Merchant Payments

The merchant payment report can be seen in Figure 1.

2.1 Date Filtering:

The report allows the user to filter by date, and hit date. Using one filter will give a more general search, while filtering by both narrows it to include both parameters.

2.2 Inclusions

The check boxes specify what to include in the report. Each box selected will add that to the report. So, to see only fees, only select Fees. Etc.

2.3 Merchant and Deal Filtering

To narrow the search by Merchant, select a merchant. To narrow further, select which deal under that merchant.

3. Commission Report

3.1 Date Paid

The commission report is straight forward and follows the same filtering conventions as Merchant payments, with one difference. This report can also be filtered by date paid. In the figure above (figure 3), Date Paid is checked off in the report settings. The report pane shows a corresponding column called Date Paid. If Date Paid isn't checked, the reports aren't listed by that column. Also, leaving that unchecked includes payments that haven't been paid. In that case, the Status column will show Pending and Paid transactions.

4. Collection Schedules

Collection Logs and Total Commissions report are self explanatory. Collection schedules is slightly more complicated. See figure 4 below:

4.1 Date Filtering

Collection Schedules allows advanced filtering. Each date filter specified narrows the search. For example, entering just the start date range will show all deals withing that range. Entering End and Start date ranges will give only those deals that match both date ranges. Etc.

4.2 Schedule Type

Schedule type allows filtering by the type of collection schedule. All Types can be selected. Or, to specify, check one or more boxes.

5. Export

As in other modules, information can be exporting to CSV. Clicking Export after creating the report downloads the specified report in CSV.

Figure 1. Reports tab
Figure 2. The 5 types of reports.
Figure 3. Commission report.
Figure 4. Collection Schedules.
Figure 5. Schedule Type