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MerchantTrack Overview

MerchantTrack is an additional reporting tool where you can view all of the credit card transactions that were run through Rosy.

Proceed to:

Manage>Advanced Settings>Credit Card Processing> Enter Merchant Track

 

Credit Card Processing Settings screen

 

If you are having trouble accessing MerchantTrack, please check the following:

  • Ensure you have an email address saved under your employee profile
  • If you are on the mobile app, log in to Rosy from a mobile browser
  • Make sure your browser is not blocking pop-ups
  • If you have MerchantTrack open on another device, you may not be redirected properly

    Dashboard:

    Benchmarks: display various statistics for processing activity. Filters allow you to further customize your results.

    Recent Funding- Shows most recent deposits and withdrawals from your account. For further details, click "See More"

    Merchant Statement- A shortcut to your monthly Merchant Statement report

    Reporting- Report Explorer:

    You will find your list of transactions, funding, chargebacks, and your Monthly Statement.

     

    Funding Summary Report

    Shows the funding information in summary per funding batch and provides links to the Funding Detail Report that shows 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

    Transaction Summary Report

    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

    Chargeback Summary Report

    Shows the count and volume of chargebacks for the given date range

    Chargeback Report

    Shows the details of chargebacks for the specified date range

    Merchant Statement

    Provides summaries by day and payment method of transactions processed during the month selected plus deposit summaries and listings of the fees and chargebacks in the deposits during the month selected.

     

    Merchant Deposit Report

    Provides deposit summaries and listings of the fees and chargebacks in the deposits during the month selected.

     

    Business Financing:

    View available Rosy Capital Advance details

     

    Transaction Search:
     This tool is best for locating a specific transaction or printing a receipt. For general questions, use the Transactions Report. 

     

    Virtual Terminal:
    *if you run a transaction in MerchantTrack it will not be recorded in Rosy. We highly recommend all transactions be processed using Tickets in Rosy.
     

    PCI Compliance:

    Access your dashboard with Security Metrics regarding your PCI Compliance status

     

    Terminals:

    Activating your terminal