Please Note: The Sage Virtual Terminal has been updated to a newer version that offers new features and functionality of the program. This article refers to the previous version. For instructions on using the new Sage Exchange Virtual Terminal, please visit: New Sage Exchange: Frequently Asked Questions.

How to pull a report in the Virtual Terminal

Description

How do I pull a report in the Virtual Terminal?

Resolution

There are a few Reporting options in the Virtual Terminal:

1. If you would like to pull a report on your Current Batch (unsettled transactions) go to Batch Management, then choose Credit Card or Virtual Check.
2. If you would like to pull a report listing all of your transactions from the current day, up to 30 days, go to Reporting, then choose Transaction Activity (select one from the sub menu - Options include Today's Activity, Last 7 days, or Last 30 days)
3. You can perform a custom search of report by going to Reporting, choose Transaction Search.

You may also be interested in:

• Sage Virtual Terminal Training Videos
• New to the Sage Virtual Terminal?

If you have questions or require additional information, please submit a ticket and we will be in touch with you shortly.