Please Note: The Sage Virtual Terminal has been updated to a newer version that offers new features and functionality of the program. This article refers to the previous version. For instructions on using the new Sage Exchange Virtual Terminal, please visit: New Sage Exchange: Frequently Asked Questions.
How to pull a report in the Virtual Terminal
How do I pull a report in the Virtual Terminal?
There are a few Reporting options in the Virtual Terminal:
- If you would like to pull a report on your Current Batch (unsettled transactions) go to Batch Management, then choose Credit Card or Virtual Check.
- If you would like to pull a report listing all of your transactions from the current day, up to 30 days, go to Reporting, then choose Transaction Activity (select one from the sub menu - Options include Today's Activity, Last 7 days, or Last 30 days)
- You can perform a custom search of report by going to Reporting, choose Transaction Search.
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