How to Get Scheduled Reports via Wonder Dashboard

How to Get Scheduled Reports

Scheduled Reports module allows users to create automation jobs that enable the Wonder system to send out periodically the specified report to a designated location (email inbox or SFTP port).

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1.- Go to the Business Account in the Wonder Dashboard and select the Analytics module.

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2.- Select the “Scheduled Reports” module.

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3.- Click on the “New Scheduled Report Job” button.

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4.- Scheduled Report Setup - Fill in the required information, including Report Type, Format, Interval, Type.

Reports Type:  1. Merchant Services Statement 2. Transaction Breakdown Report

Format: 1. PDF (only available for Merchant Services Statement) 2.Excel

Scheduled Type: 1. Email 2. SFTP

5A.  Configuration Details: If you choose Type: Email, click on “Next” Botton. Input the emails which you want to receive the Scheduled Reports

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5B.  Configuration Details: If you choose Type: SFTP, click on “Next” Botton. Fill in the SFTP Host, SFTP Username, SFTP Encryption Mode(Password/ Public Key), SFTP Password and SFTP Local Directory Path

6.- Confirmation: Review the information filled in Scheduled Report Setup and Configuration Details

7.- Click on “Next” button, New Scheduled Report created successfully !

8.- For Interval = Daily, you will receive the daily reports on the next date; For Interval = Monthly, you will receive the monthly reports on the second day of the month. You can check the report log status in the Scheduled Reports Logs to see successful or fail.

How to Change the Information of the Scheduled Reports

1.- In the “ACTIONS” Module, click on “…” button and them you can see the “View”

2.- Click the “View” botton, you can see the “Edit” bottom in the upper left corner

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3.- Once you click on the “Edit” bottom, you can change the Interval in the Scheduled Report Setup and the information in the Configuration Details.  For Type = email, you can add / delete the emails which receive the Scheduled Reports. For Type  = SFTP, you can change all the information about the SFTP.

4.- Once the information have successfully changed, clik on “save” and then”Confirm”. Your information will then be successfully modified

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How to Terminate / Pause the Scheduled Reports

The difference between "Paused" and "Terminated" is that "Paused" indicates a temporary halt that can be resumed, whereas "Terminated" signifies a permanent end with no option to resume.

1.- In the “ACTIONS” Module, click on “…” botton and them you can see the “View”

2.- Click the “View” bottton, you can see the “Terminate” / “Pause’ bottom in the upper left corner

3A.  If you select “Terminate” , and then click on confirm. The scheduled job is terminated/cancelled.

3B.  If you select “Pause” , and then click on confirm. The automation job is not working, and can be unpaused. When the scheduled reportjob status = Paused, you can resume again. Select “Resume” button and Click on “Confirm”, the system will check for the next scheduled time to trigger the automated tasks.

FAQs

1. Why can I not receive my daily report of Merchant Services Statement automatically, even though I have configured a scheduled job for this?

Before enabling scheduled job for daily Merchant Services Statement report, please check on your day-end pattern. Wonder system will check and generate Merchant Services Statement report for any day-ended settlement batch done before 00:30 of the next day. For example, on Tuesday, 11th March 2025 00:30, the system creates an automation job task to check if any settlement batch has been created the day before, with an opening date from 10th March 2025 00:30 to 11th March 2025 00:30 (and the settlement batch has been day-ended/closed). If there is, then the system will proceed to send the Merchant Services Statement report of the day-ended settlement batch to the designated location. Suppose there isn’t any settlement batch ended yet (due to the merchant’s manual dayend/irregular day-end time that is after 00:30). In that case, the system cannot generate any Merchant Services Statement report by 00:30 every day and send that automatically.

Therefore, the automated sending job for the daily Merchant Services Statement report is best for merchants with regular automated/hybrid settlement cycles and a day-end time of 00:00.

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2. Why suddenly I don’t receive the scheduled report?

1.- You can first check for any failed scheduled job by entering the record view of specific scheduled job record, then click on [Scheduled Reports Logs] tab to see the generated scheduled task job.

2.- If the task job of that day/month is successful, the status will be Completed. If the task is unsuccessful for that day/month, the status will be Failed. If no task job is generated for that day/month, then you will not see a record line for that. To check the situation:

1. You can double-check if your situation belongs to FAQ [1].
2. You can check if during the specified time frame (that day/that month) has any:
   1. Successful transacting records
   2. Successful day-ended settlement batch (for Merchant Services Statement report)
3. You can also check if all the input data for the task job is correct.
4. Otherwise, contact support@wonder.app for inquiries.

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3.- If the log shows that the task has been completed but you still haven’t received your report automatically in your email, check your junk box. Otherwise, contact support@wonder.app for inquiries.