Go to Reports and select Financial Account Activity Summary by Year.
The Financial Account Activity Summary by Year provides an analysis of your portfolio growth, viewed on a year to date basis. The default report date filter displays the latest complete billing month. Click on the filter to change the date in use. Navigate from the summary report to the detail for a specific merchant. Alternatively, select the magnifying glass icon next to the Financial Account Activity Summary by Year to view the same summarized information for all merchants.
Search the report lookup by using the filter icon and select from the following options:
| Field | Description |
|---|---|
| Merchant ID | The Merchant ID, or MID, is the account number assigned by Qualpay to the account. |
| DBA Name | The business name, also known as DBA (Doing Business As) name. This will be used when processing transactions and will appear on the cardholder statement. |
| Billing Month | The processing month for the statement. |
| Merchant Status | The Qualpay account moves through different stages depending on actions and activities of the merchant, and the merchant status will reflect this information. |
| Status Changed Date | The date the merchant status was last set. |
| Date Approved | The date the application was approved. |
| Date Activated | The date an account processed the first batch greater than $10. |
| Established Monthly Volume | Rolling average sales of 3 prior full processing months. |
View the Financial Account Activity Summary by Year report and the following fields:
| Field | Description |
|---|---|
| ID | The Merchant ID, or MID, is the account number assigned by Qualpay to the account. |
| Name | The business name, also known as DBA (Doing Business As) name. This will be used when processing transactions and will appear on the cardholder statement. |
| Status* | The Qualpay account moves through different stages depending on actions and activities of the merchant, and the merchant status will reflect this information. |
| Status Changed Date* | The date the merchant status was last set. |
| Date Approved* | The date the application was approved. |
| Date Activated* | The date the first $10 batch was processed. |
| Established Monthly Volume* | Rolling average sales of 3 prior full processing months. |
| Prior YTD Sales Volume | The dollar amount of the prior year’s sales volume. |
| Prior YTD Partner Net Rev | The dollar amount of the prior year’s partner net revenue. |
| Prior YTD Residual | The dollar amount of the prior year’s residual payment. |
| Current YTD Sales Volume | The dollar amount of the current year’s sales volume. |
| Current YTD Partner Net Rev | The dollar amount of current year’s partner net revenue. |
| Current YTD Residual | The dollar amount of current year’s residual. |
| YOY Sales Volume | The dollar amount of the year on year sales volume. |
| YOY Partner Net Rev | The dollar amount of the year on year partner net revenue. |
| YOY Residual | The dollar amount of the year on year residual. |
*Appears in the Lookup report only.
