Valpay Reporting: How To Navigate

Valpay Reporting Portal

• Navigate to https://reporting.valpay.com
  
  
• Enter your login credentials and you will be taken to main page
  
  
• Use the left-hand menu to navigate within the Valpay Reporting Portal:
  • Dashboard – Summary of SALES from H&L Pay

  • Transactions – Detailed individual transactions

  • Deposits – Settled amount details

  • Exports – Files (.csv), created using your selection filters

  • Statement – history of your Merchant Statements, still under construction

  • Users – User credentials with access to your reporting portal
    
    
    

Dashboard

• Provides a sales summary of Gross sales for last 10, 20 or 30 days – very general information in a column graph format, with details of individual transactions
  
  
• From this summary screen you can select individual transactions and see the actual transaction details, including Payment Method, Funding Source & transaction fees. These details are also able to be seen from transactions menu option.
  

Transactions

• Provides the ability to ‘Drill Down’ into transaction details:
  • Search transactions by Date – today, yesterday, this month, last month, last 30 days.
  • Search transactions by Payment Method – Visa, Master Card, American Express, Unknown Card
  • Search transactions by Type – Sale, Void, Chargeback, Refund etc.
  • Search transactions by Interaction – POS (till), Moto (card not present), etc
    
• Each transaction can then be selected individually to see specific details of transaction.
  

Deposits

• Ability to ‘Drill Down’ into transaction details.
  
  
• Transaction details in list format.
  
  
• Individual deposit details with summary breakdown, and all transaction captured within that deposit.
  

Exports

• Lists previous export files generated.
  
  
• To create a new .csv export file, select +CREATE from top right corner.
  
  
• Select export type, transactions or deposits, the select both date fields, From & To, then select CREATE (green button) bottom right. When the export has generated, a prompt will appear on screen & will be populated in ALL.
  
  

Statements 

• This section of the Valpay Reporting Portal is still under construction.
  

Users

• Create and control access to the Valpay Reporting Portal for other members of your venue or organisation.