You can narrow/widen the scope of a Moneris Go portal financial transactions report by changing one or more of the report search filters.

1. Initiate a Moneris Go portal financial transactions report (see Moneris Go portal - Financial transactions report).

2. Select your report search filter(s) as desired (see filter list in the table below):

Search filter	See procedure:
Amount	Moneris Go portal - Retrieving transactions by amount or order ID
Card type	Manually selecting filter: • Moneris Go portal - Retrieving transactions by transaction type, card type, user or channel: manual select Selecting as part of pre-defined filter set : • Moneris Go portal - Retrieving transactions by using pre-defined filter set
Channel	Manually selecting filter: • Moneris Go portal - Retrieving transactions by transaction type, card type, user or channel: manual select Selecting as part of pre-defined filter set : • Moneris Go portal - Retrieving transactions by using pre-defined filter set
Date range (customized)	Moneris Go portal - Retrieving transactions by custom date range
Date range (pre-defined)	Moneris Go portal - Retrieving transactions by pre-defined date range
Order ID	Moneris Go portal - Retrieving transactions by amount or order ID
Transaction type	Manually selecting filter: • Moneris Go portal - Retrieving transactions by transaction type, card type, user or channel: manual select Selecting as part of pre-defined filter set : • Moneris Go portal - Retrieving transactions by using pre-defined filter set
User	Manually selecting filter: • Moneris Go portal - Retrieving transactions by transaction type, card type, user or channel: manual select Selecting as part of pre-defined filter set : • Moneris Go portal - Retrieving transactions by using pre-defined filter set

Moneris Go portal - Retrieving transactions by amount or order ID

Follow the steps below to generate a financial transactions report (up to the last 13 months) for your Moneris Go portal store by entering a transaction amount or order ID as the search criterion.

Note: If you want to retrieve transactions older than 13 months, please access Merchant Direct.

1. Initiate a financial transactions report (see Moneris Go portal - Financial transactions report).

2. On the "Reports" page, go to the search bar (shown below), and enter a full or partial amount or order ID in the Search by amount or order ID field.

3. If you need to change the date range:

For pre-defined date, continue at step 2 in Moneris Go portal - Retrieving transactions by pre-defined date range.
For custom date, continue at step 2 in Moneris Go portal - Retrieving transactions by custom date range.

4. Wait while the report request is processed.

Moneris Go portal - Retrieving transactions by pre-defined date range

Follow the steps below to generate a financial transactions report (up to the last 13 months) for your Moneris Go portal store by selecting a pre-defined report date range such as today, yesterday, week, or quarter.

Note: If you want to retrieve transactions older than 13 months, please access Merchant Direct.

1. Initiate a financial transactions report (see Moneris Go portal - Financial transactions report).

2. On the "Reports" page, click on the calendar icon in the search bar (shown below).

3. When the date range drop-down displays (shown below), click on a date range (Today, Yesterday, This week, Last week, This month, Last month, This quarter, or Last quarter).

4. Wait while the report request is processed.

Moneris Go portal - Retrieving transactions by custom date range

Follow the steps below to generate a financial transactions report (up to the last 13 months) for your Moneris Go portal store by selecting your own report date range.

Note: If you want to retrieve transactions older than 13 months, please access Merchant Direct.

1. Initiate a financial transactions report (see Moneris Go portal - Financial transactions report).

2. On the "Reports" page, click on the calendar icon in the search bar (shown below).

3. When the date range drop-down displays (shown below), click on Custom range.

4. When the calendar displays (shown below), click on a start date to highlight it.

Note: To roll the calendar date backward or forward, click on the back ˂ icon or the next ˃ icon beside the month or year shown in the calendar header until you reach the desired month/year. Alternatively, you can click on the down ˅ icon beside the month and/or year, and select a specific month/year.

5. Click on an end date to highlight it.

Note: To roll the calendar date backward or forward, click on the back ˂ icon or the next ˃ icon beside the month or year shown in the calendar header until you reach the desired month/year. Alternatively, you can click on the down ˅ icon beside the month and/or year, and select a specific month/year.

6. Click on the calendar's Apply button.

7. Wait while the report request is processed.

Moneris Go portal - Retrieving transactions by transaction type, card type, user, or channel: manual select

Follow the steps below to generate a financial transactions report (up to the last 13 months) for your Moneris Go portal store by manually selecting one or more search filters including transaction type, card type, user, and/or channel.

Note: If you want to retrieve transactions older than 13 months, please access Merchant Direct.

1. Initiate a financial transactions report (see Moneris Go portal - Financial transactions report).

2. On the "Reports" page, click on Apply filters in the search bar (shown below).

Note: If one filter is already active, you will click on 1 filter applied. If multiple filters are already active, you will click on # filters applied.

3. When the "Filter transactions" window displays (shown here), manually select one or more search filters:

To search by transaction type:

a. Click on the "Transaction type" drop-down, and checkmark the box beside one or more transaction types (Purchase, Refund, Void, Preauthorization, Completion, and Reauthorization).

Note: To clear all selected transaction types, click on Clear.

To search by card type:

a. Click on the "Card type" drop-down, and checkmark the box beside one or more card types (e.g. Visa, Mastercard, etc.).

Note: To clear all selected card types, click on Clear.

To search by user account:

a. Click on the "User" drop-down, and checkmark the box beside one or more users (Firstname Lastname).

Note: To clear all selected users, click on Clear.

To search by channel type:

a. Click on the "Channel" drop-down, and checkmark the box beside one or more channels (Terminal, Virtual Terminal, Vault, E-commerce API, E-commerce (Moneris Checkout), Payment Request, WIX, Cash, Tap to Pay, and Go Retail POS).

Note: To clear all selected channels, click on Clear.

4. Click on the Apply button, and wait while the report request is processed.

5. When the "Reports" page refreshes, the number of active filters is indicated in the search bar (shown below).

Moneris Go portal - Retrieving transactions by using pre-defined filter set

Follow the steps below to generate a financial transactions report (up to the last 13 months) for your Moneris Go portal store by selecting a pre-defined search filter set, which can include any combination of the filter's transaction type, card type, user, and/or channel.

Note: If you want to retrieve transactions older than 13 months, please access Merchant Direct.

1. Initiate a financial transactions report (see Moneris Go portal - Financial transactions report).

2. On the "Reports" page, click on Apply filters in the search bar (shown below).

Note: If one filter is already active, you will click on 1 filter applied. If multiple filters are already active, you will click on # filters applied.

3. When the "Filter transactions" window displays (shown below), click on the "Select a saved filter" drop-down, and then select a (pre-defined) filter group.

Note: To clear all selected filters, click on Clear. To clear an individual filter, click on the "X" beside the filter that you want to disable.

4. Click on the Apply filter button, and wait while the report request is processed.

5. When the "Reports" page refreshes, the number of active filters is indicated in the search bar (shown below).

Moneris Go portal - Defining a new search filter set

Follow the steps below to generate a financial transactions report (up to the last 13 months) for your Moneris Go portal store by defining and saving a new search filter set, which can include any combination of the filters transaction type, card type, user and/or channel.

Note: If you want to retrieve transactions older than 13 months, please access Merchant Direct.

1. Initiate a financial transactions report (see Moneris Go portal - Financial transactions report).

2. On the "Reports" page, click on Apply filters in the search bar (shown below).

Note: If one filter is already active, you will click on 1 filter applied. If multiple filters are already active, you will click on # filters applied.

3. When the "Filter transactions" window displays (shown below), do the following:

a. Click on the drop-down for the filter group containing the filter type(s) that you want to add, and then checkmark the box beside the desired filter type(s).

Note: To add all filter types in a group, checkmark the Select all box. To clear all selected filters in a group, click on Clear. To clear an individual filter, click on the "X" beside the filter that you want to disable.

b. Click on the Save and apply button.

4. When the "Save filter" dialog displays (shown below), enter the name to apply to the new filter set, and click on the dialog's Save and apply button.

5. Wait while the report request is processed.

6. When the "Reports" page refreshes, the number of active filters is indicated in the search bar (shown below).

Moneris Go Portal - Reporting and Receipts

Procedure

Product

Moneris Go portal - The dashboard

Moneris Go portal - The dashboard

Moneris Go portal - Changing your dashboard's report period

Moneris Go portal - Financial transactions report

Moneris Go portal - Financial transactions report

Moneris Go portal - Transaction details

Moneris Go portal - Payment details descriptions

Moneris Go portal - Fraud check result descriptions

Moneris Go portal - Changing the search filters for your financial transactions report

Moneris Go portal - Exporting a financial transactions report

Moneris Go portal - Receipts

Moneris Go portal - Receipts

Moneris Go portal - Sending/printing a transaction receipt

Moneris Go portal - Receipt example: debit/credit

Moneris Go portal - Receipt example - gift

Moneris Go portal - Receipt example: cash

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