<< Click to Display Table of Contents >> Navigation:  How do I ? > Set up a Merchant Query

Define a customer report choosing just the Merchants that you need to report on.

 

 1.  Choose a specific merchant report depending on your needed search criteria.

 2.  Double click on the report to get the search perimeters

 

 3.  To create a new search click on the ellipsis button

 

 

 4.  Click on the add button and type in the name you choose for the search name as a new group

 5.  The search name will appear at the top

 6.  Click the add button under the selections criteria and type in the name of the merchant

 7.  A larger search can be used with a partial spelling of the name (ie.... Wal instead of walmart san antono) this will find all walmarts in your merchant database.

 8.  Click on Test button to see the search results.

 9.  Click exit and choose the search group you just created finish running report using the rest of the filter features.

 

EDITING A SEARCH GROUP THAT YOU PREVIOUSLY CREATED

 

 1.  Double click on the report you want to run.

 2.  Click the drop down arrow on the top of the search box

 3.  Choose the search group and then choose the ellipsis button

 4.  Your search information will appear.  Click on the edit button in the second box or add for additional search perimeters