Activity Report

Prerequisites

Before accessing the Activity report, ensure you have:

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Navigation Path

Side Menu → Reports → Client → Activity

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Step-by-Step Instructions

1. From the main dashboard, click on Reports in the side menu.

2. Within the Reports section, choose Client.

3. Click on Activity to access the report interface.

4. Use the available filters to refine your search:

5. Examine the displayed transactions that match your criteria.

Exporting Report Data

6. Click the Export button located above the transaction list.

7. Choose your preferred File Type and toggle Loaded Rows Only if you want to export only the currently displayed results.

8. Click Export to download the file.

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File Naming Convention

Reports are automatically named as: Client_Activity_<MMDDYYYY>_<HHMMSS>

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Available Filters

Refine your activity search using the following criteria:

• Client: Select the originating client name.
• Country: Choose the account country for transactions.
• Account Number: Enter the Localpayment account number.
• Transaction Status: Completed, cancelled, refunded, approved, in progress, authorized, expired, and locked.
• Transaction Type: PayIn, PayOut, GateWayIn, GateWayOut, ChangeBack, RecurringFee, Credit, Debit, WireIn, WireOut, CurrencyBuy, CurrencySell, Expenses, InternalDomesticTransfer, InternalForeignTransfer, Refund, Return, UnidentifiedRefund, Recall, CurrencyExchange, PartnerContribution, PartnerDistribution, Loan, Investment, VirtualAccountFee, InteresEarned, and Rescue.
• LotOut ID: Enter the processing identifier.
• Date Range: Specify the time period for transaction history.
• Smart Search: Find transactions by their Internal or External ID.

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Report Columns Reference

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Time Zone Information

All timestamps are displayed in your browser's local time zone.

The following table indicates which columns appear in the dashboard view versus the downloaded report:

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Sample Report

View a sample Activity report to understand the data structure and format:

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