The following article outlines how to access credit card processing reports in the Pulse processor portal. Each report can be generated for a select date (or date range) and exported to CSV or PDF file format.
Please note, this function is permission-based; therefore you will need RoomKeyPMS Payments permission 4040, Reporting to proceed.
All computers at the property, regardless if they will be using the interface to process credit cards or not, MUST be updated to Version 11.0.0.0 or above.
How to View Reports in the Pulse Processor Portal
- In the Pulse processor portal, select Reporting > Report Explorer
- On the Report Explorer page, a list of available reports appears, each with a short description
Report Descriptions
Funding
- Funding Summary: Summarizes the funding information per funding batch and links to show the contents of the funding batch selected
- Funding By Transaction Report: Shows the transactions that have been funded in the specified date range
- Funding by Line Item Report: Shows the transaction Line Items that have been funded in the specified date range
Transactions
- Transaction Summary: Shows total transaction count and volume per day for each payment method
- Transactions Report: Shows all transaction (successful and failed) that occurred during the specified date range
Chargebacks
- Chargeback Summary: Shows the count and volume of chargebacks for the given filters
- Chargeback Report: Shows the details of chargebacks for the specified date range
- Chargeback Action Report: Shows the details of chargeback actions for the specified date range
Merchant
- Merchant Statement: Quickly export a monthly PDF with summaries of fees, daily transactions, payment methods, chargebacks, etc. during the month selected
- Merchant Deposit Report: Provides deposit summaries and listings of the fees, chargebacks, and ACH returns in the deposits during the month selected
ACH Returns
- ACH Returns Summary: Shows the count and volume of ACH Returns for the given date range
- ACH Returns Report: Shows the details of ACH Returns for the specified date range
Gift Card Operations
- Gift Card Operation Summary: Shows total gift card operation count and volume per day for each payment method
- Gift Card Operations Report: Shows all gift card operations (successful and failed) that occurred during the specified date range