> For the complete documentation index, see [llms.txt](https://support.rosysalonsoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.rosysalonsoftware.com/rosypay/merchanttrack-overview.md).

# 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](/files/c8857f8ce4802ffd0c3f6c4794447069c2cc2589)

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.

![Dashboard benchmarks](/files/86fcbd7e32cd0bb69ef1319e72c635033f7bd635)

**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.

![Report Explorer](/files/f561412c755a10e444798bca53fac13d0575c124)

### 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.

![](https://saas-saas-2612.file.force.com/servlet/rtaImage?eid=ka0Rm000000CFbB\&feoid=00NHs00000YX7hU\&refid=0EMRm00000St53m)

### 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.

![Transaction Search](/files/dbd3976ede3f4ff3e116331712d51a24f01e0311)

## Virtual Terminal

{% hint style="warning" %}
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.
{% endhint %}

## PCI Compliance

Access your dashboard with Security Metrics regarding your PCI Compliance status.

## Terminals

[Activating your terminal](https://saas-saas-2612.lightning.force.com/articles/Knowledge/activatingyourcloudterminal)

![Terminals](/files/5506593fe0d040e3aea09817b88f14422b05fe92)


---

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