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Reports Settings

Manage the Reports settings in Client Portal.

  1. Sign in as described in Accessing the Client Portal and navigate to Reports > Reports Settings.

    The Reports Settings page appears.

  2. Choose one of the following under Select your reconciliation report type:

    • Daily (Default): reports will show the transactions and settlement activity in a day.

    • By Settlement: reports will show by the transaction type (will include only the transactions that are being settled).

  3. Select one of the following under CSV file preferences:

    • Comma: data will be separated by columns, which represent the comma.

    • Pipe: data will be in one column, separated by a pipe. Example: One | Two | Three |

  4. The Reports Settings will automatically save, and the next daily report will appear in your desired format.