Create a surcharge reporting template in Verifone Central

Create a custom transaction report template on Verifone Central for detailed Surcharging reporting

 

NOTE: Surcharge Amount is not currently available in Custom Reports. To view surcharge reporting in the meantime, please use the 'Transaction Report - Full (New)' template.

Create template

To use Report Templates, you will need a free Verifone Central account, learn more here.

  1. Log in to Verifone Central Offsite Link
  2. Go to Commerce > Transactions
  3. Select a time range for your report and click Export CSV (the time range does not matter. You just need to enter a filter to bring up the Export CSV option)
    Export CSV
  4. Click Manage Templates > Create Template 
  5. Type in a Report Template Name e.g. Surcharge Report
  6. Select your Organisation
  7. Select the following Report Content fields:
    Organisation Name
    Creation Date and Time Transaction date/time
    Product Card type e.g. Visa
    Original amount Transaction amount
    Surcharge amount Surcharge fee applied to the transaction
    Transaction Type Transaction type
    Transaction State Outcome (Authorised, Failed)
    Masked Card Number Truncated card number
    Merchant ID
    Terminal ID
    Report Content Fields
  8. Click Save Template

Using your template

  1. On Verifone Central, go to Commerce > Transactions
  2. Select a time range for your report and any other filters, then click Export CSV 
    Export CSV
  3. Click the Report Template dropdown, select your Surcharge Report template and click Export
  4. Your report will download automatically

NOTE: More detailed documentation about Reporting, including how to schedule reports is available on Verifone Cloud.