--- title: How to Elevate Your Business Reporting With PayJunction description: Learn how to access PayJunction’s automated business reporting through the Virtual Terminal. image: https://blog.payjunction.com/hubfs/BLOG/FEATURED%20IMAGES/payjunction-business-reporting.svg --- [tel:1-800-601-0230](tel:1-800-601-0230) 800-601-0230 - Features - Solutions - Developers - [Pricing](https://www.payjunction.com/payments/pricing.html) - Resources [See a Demo](https://www2.payjunction.com/tour-payjunction) Features - EXPLORE PRODUCTS [No-code Payments Integration®](https://www.payjunction.com/payments/no-code-payments-integration.html) [ZeroTouch Terminal](https://www.payjunction.com/payments/smart-terminal.html) [Portable Terminal](https://www.payjunction.com/payments/portable-credit-card-reader-terminal.html) - ACCEPT PAYMENTS [Invoices](https://www.payjunction.com/payments/electronic-invoices.html) [ACH Electronic Checks](https://www.payjunction.com/payments/ach-payments.html) [SmartSurcharge®](https://www.payjunction.com/payments/smart-surcharge.html) [Cards on File](https://www.payjunction.com/payments/store-credit-card-info.html) [Rapid Refunds](https://www.payjunction.com/payments/credit-card-refund.html) [Recurring Billing](https://www.payjunction.com/payments/recurring-payments.html) [Ecommerce](https://www.payjunction.com/payments/ecommerce-merchant-services.html) [Mobile App](https://itunes.apple.com/us/app/payjunction/id1324839420?ls=1&mt=8) - EXPLORE CAPABILITIES [Overview](https://www.payjunction.com/payments/payment-processing-solutions.html) [Integration Marketplace](https://integrations.payjunction.com/) [Remote Signature](https://www.payjunction.com/payments/signature-capture.html) [Multi-Location](https://www.payjunction.com/payments/enterprise-payments.html) [Sales Reports](https://www.payjunction.com/payments/sales-reports.html) [Search and Export](https://www.payjunction.com/payments/transaction-history-search.html) [Customization](https://www.payjunction.com/payments/custom-payment-software.html) Solutions - [Veterinary Streamline payment workflows and get paid faster with up-front deposits and payment schedules for high-cost procedures. Get time back and spend it with furry patients.](https://www2.payjunction.com/payment-processing-veterinarians) - [Dental Simplify patient payments with multiple means of collection at your dental practice. Meet patient expectations and elevate the payment experience.](https://www2.payjunction.com/payment-processing-dentists) - [Auto Dealer Manage dealership payments by department, brand and location. Get automated reports for simplified end-of-day close and save on processing fees.](https://www2.payjunction.com/automotive-merchant-services) Developers - [API Documentation See how to embed omnichannel payment features into your software, using your choice of our intuitive integration methods.](https://developer.payjunction.com/) - [Developer Experience Explore the developer journey and learn how our full-service partnership model helps you maximize merchant payment adoption rates.](https://www.payjunction.com/payments/payment-api.html) - [No-code Payments Integration® Rapidly integrate payment acceptance features into any SaaS application in minutes using our easy-to-use Chrome browser extension.](https://www.payjunction.com/payments/no-code-payments-integration.html) - [Integration Marketplace Check out our growing marketplace of integrated solution partners that streamline payment acceptance and help businesses automate and scale.](https://integrations.payjunction.com/) [Pricing](https://www.payjunction.com/payments/pricing.html) Resources - [About Us Learn how our people-first culture at PayJunction helps us earn widespread recognition and awards.](https://www.payjunction.com/payments/about.html) - [Careers Join us in our pursuit to deliver exceptional experiences to customers and partners.](https://www2.payjunction.com/careers) - [Support Get helpful information about how to use features, troubleshoot problems and contact us.](https://support.payjunction.com/) - [Blog Gain useful insights into payment industry trends and PayJunction solutions.](https://blog.payjunction.com/) - [Guides Up your payment processing knowledge with our in-depth eBooks and White Papers.](https://guides.payjunction.com/) - [Tutorials Read articles and watch videos about how to use valuable features on the PayJunction platform.](https://blog.payjunction.com/topic/pj-university) # How to Elevate Your Business Reporting With PayJunction ![How to Elevate Your Business Reporting With PayJunction](https://blog.payjunction.com/hubfs/BLOG/FEATURED%20IMAGES/payjunction-business-reporting.svg) [![Picture of Christina Lavingia](https://blog.payjunction.com/hs-fs/hubfs/Christina%20Lavingia%2c%20Content%20Marketing%20Manager.jpg?width=48&height=48&name=Christina%20Lavingia%2c%20Content%20Marketing%20Manager.jpg) Christina Lavingia](https://blog.payjunction.com/author/christina-lavingia) 8/15/2017 Welcome to PJ University, where we teach you how to use PayJunction like a pro. Today’s lesson is how to create [cumulative reports](https://blog.payjunction.com/business-reporting-upgrade/).   If you’re used to a [traditional credit card terminal](https://blog.payjunction.com/credit-card-reader-outdated/), where you had to print out batch totals at the end of the day, our reports are going to save you time, increase organization and provide greater insights into your transactions. ## Payment Processing Demo Schedule 15 minutes with a payments expert Get a customized PayJunction product walk-through Understand requirements and pricing Determine your SAVINGS! GET DEMO NOW After logging into PayJunction, select “Reports” from the menu on the left, then select “Cumulative Report” from the sub-menu. The page will load with a report that you can customize. To do this, select the time frame menu at the top of the page. This will give you the option to create a report for time frames including, today, this week, month, fiscal quarter and year, as well as previous timeframes. Now, use the account menu to filter your report this can include all accounts, or just a particular [department](https://blog.payjunction.com/manage-multiple-locations/) or terminal. Once you have set your parameters, it’s time to dive into the data. First, we have a graph showing the total number of transactions, including charges, refunds, the amount for each, as well as net processing and average transaction amount. The graph in the “brand totals” section displays the percentage of credit card brands and e-checks were used in your transactions. It also includes detailed info, including the number of charges and refunds, amounts for each, and net processing for all individual brands. The “Accounts” section displays the settled and unsettled transactions for each department, giving you an overview of the total number of transactions, including charges, refunds, the amount for each, as well as net processing. If you would like to see the unsettled batch for a particular department, just click the eye icon on the left and a batch page will load, displaying all of the transactions. ## Go Beyond Business Reporting With Search The [Virtual Terminal](https://blog.payjunction.com/virtual-terminal-credit-card-processing) is able to run these automatic reports because every transaction is stored in the cloud securely. This means you can look, at a macro level, at how your business is doing, but also at a micro level at any given transaction. This is helpful in the event of a [chargeback](https://blog.payjunction.com/fight-win-chargeback/) dispute or even just to look at a particular customer and see all payments made over time. Simply leverage PayJunction’s [search functionality](https://blog.payjunction.com/payjunction-search-how-to/) to find any transaction based on name, transaction ID, payment date, invoice number, amount and more. You can also search for a customer by name and simply recharge, refund or set up a [recurring billing schedule](https://blog.payjunction.com/recurring-billing-benefits/) with the payment information on file. This works with credit cards, debit cards and [ACH checks](https://blog.payjunction.com/video-process-ach-payments/). ## Want more product information? Subscribe to our newsletter! Thank you for watching this lesson. Let us know how you’ll be making use of PayJunction’s automated reports in the comments section below. We’d love to hear how your experience with our system is going. [PJ University](https://blog.payjunction.com/topic/pj-university) [Virtual Terminal](https://blog.payjunction.com/topic/virtual-terminal) --- ##### [![How to Accept Credit Card Payments on Phone and Reduce Chargebacks](https://blog.payjunction.com/hubfs/BLOG/FEATURED%20IMAGES/reduce-chargebacks-remote-signature.svg) How to Accept Credit Card Payments on Phone and Reduce Chargebacks](https://blog.payjunction.com/reduce-chargebacks-remote-signature) ##### [![How to Successfully Map Your Customer Journey](https://blog.payjunction.com/hubfs/BLOG/FEATURED%20IMAGES/customer-journey-mapping.svg) How to Successfully Map Your Customer Journey](https://blog.payjunction.com/customer-journey-mapping) ###### About Author ![Picture of Christina Lavingia](https://blog.payjunction.com/hs-fs/hubfs/Christina%20Lavingia%2c%20Content%20Marketing%20Manager.jpg?width=200&height=200&name=Christina%20Lavingia%2c%20Content%20Marketing%20Manager.jpg) ### Christina Lavingia Christina Lavingia delights in crafting content that helps business owners fight fraud, reduce risk and process payments with ease. ###### Related Posts ## [![How to Receive ACH Payments With PayJunction](https://blog.payjunction.com/hubfs/BLOG/FEATURED%20IMAGES/video-process-ach-payments.svg) How to Receive ACH Payments With PayJunction Welcome to PJ University, where we teach you how to use PayJunction like a pro. Today’s lesson is how to run an ACH payment.](https://blog.payjunction.com/video-process-ach-payments) ## [![How Dr. Hrach Obtained Premier Merchant Services for Medical Offices](https://blog.payjunction.com/hubfs/BLOG/FEATURED%20IMAGES/merchant-services-for-medical-offices-dr-hrach.svg) How Dr. Hrach Obtained Premier Merchant Services for Medical Offices It can be challenging to manage patient payments, especially if you operate a membership or concierge model for your medical practice.](https://blog.payjunction.com/merchant-services-for-medical-offices-dr-hrach) ## [![How to Store Credit Card Info With PayJunction](https://blog.payjunction.com/hubfs/BLOG/FEATURED%20IMAGES/store-credit-card-info-payjunction.svg) How to Store Credit Card Info With PayJunction Welcome to PJ University, where we teach you how to use PayJunction like a pro. Today’s lesson is how to add customers and their payment methods to your account.](https://blog.payjunction.com/store-credit-card-info-payjunction) ## Meet a Payment System You’ll Love - ###### FEATURES [No-code Payments Integration®](https://www.payjunction.com/payments/no-code-payments-integration.html) [ZeroTouch Terminal](https://www.payjunction.com/payments/smart-terminal.html) [Portable Terminal](https://www.payjunction.com/payments/portable-credit-card-reader-terminal.html) [Invoices](https://www.payjunction.com/payments/electronic-invoices.html) [ACH](https://www.payjunction.com/payments/ach-payments.html) [SmartSurcharge®](https://www.payjunction.com/payments/smart-surcharge.html) [Cards on File](https://www.payjunction.com/payments/store-credit-card-info.html) [Recurring Billing](https://www.payjunction.com/payments/recurring-payments.html) - [Ecommerce](https://www.payjunction.com/payments/ecommerce-merchant-services.html) [Customization](https://www.payjunction.com/payments/custom-payment-software.html) [Remote Signatures](https://www.payjunction.com/payments/signature-capture.html) [Rapid Refunds](https://www.payjunction.com/payments/credit-card-refund.html) [Multi-Location](https://www.payjunction.com/payments/enterprise-payments.html) [Sales Reports](https://www.payjunction.com/payments/sales-reports.html) [Search and Export](https://www.payjunction.com/payments/transaction-history-search.html) [Mobile App](https://itunes.apple.com/us/app/payjunction/id1324839420?ls=1&mt=8) - ###### BUSINESS SOLUTIONS [Auto Dealers](https://www2.payjunction.com/automotive-merchant-services) [Veterinary](https://www2.payjunction.com/payment-processing-veterinarians) [Dentistry](https://www2.payjunction.com/payment-processing-dentists) - ###### RESOURCES [Product Overview](https://www.payjunction.com/payments/payment-processing-solutions.html) [Integrations](https://integrations.payjunction.com/) [Blog](https://blog.payjunction.com/) [Guides](https://guides.payjunction.com/) [Support](https://support.payjunction.com/) [Service Status](https://status.payjunction.com/) [Tutorials](https://blog.payjunction.com/tag/pj-university/) [API](https://www.payjunction.com/payments/payment-api.html) - [Trust Center](https://trust.payjunction.com/) [Request a Demo](https://www2.payjunction.com/payjunction-demo) [Pricing](https://www.payjunction.com/payments/pricing.html) [About Us](https://www.payjunction.com/payments/about.html) [Careers *HIRING*](https://www2.payjunction.com/careers) [Press](https://media.payjunction.com/) - ###### RESOURCES [Integrations](https://integrations.payjunction.com/) [Guides](https://guides.payjunction.com/) [Tutorials](https://blog.payjunction.com/tag/pj-university/) [API](https://www.payjunction.com/payments/payment-api.html) [Request a Demo](https://www2.payjunction.com/payjunction-demo) [About Us](https://www.payjunction.com/payments/about.html) [Careers *HIRING*](https://www2.payjunction.com/careers) [Press](https://media.payjunction.com/) [Trust Center](https://trust.payjunction.com/) [Service Status](https://status.payjunction.com/) - ###### BUSINESS SOLUTIONS [Auto Dealers](https://www2.payjunction.com/automotive-merchant-services) [Veterinary](https://www2.payjunction.com/payment-processing-veterinarians) [Dentistry](https://www2.payjunction.com/payment-processing-dentists) ##### 800-601-0230 SIGN UP FOR OUR NEWSLETTER  Become a better advocate for your business. 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