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ClientLine Enterprise-CLX Navigation Guide (Accessed via Business Track)

To view an in depth look at all of the features of ClientLine Enterprise reporting, please visit the link below.

https://400547.fs1.hubspotusercontent-na1.net/hubfs/400547/User%20Documentation/ClientLine%20Enterprise%20Navigation%20Guide%20v2.3.pdf

ClientLine Enterprise (CLX) will provide you with the data you need to manage and expand your business. It provides accurate and reliable information when you need it.  Here is a sample of the information available within ClientLine Enterprise:

• A web-based tool that gives you 24/7 access to your electronic payment information. Provides access to recently processed transactions, charges, and bank deposits.

• Information available to download into MS Excel®, CSV, JSON & Parquet files.

• Detailed transaction information available from:

                  -Authorization: January 2019 till date.

                  - Settlement/Funding/Chargebacks: January 2020 till date.

• Research tools to help identify both internal and external fraud, review chargeback reports, and answer your customer’s inquiries.

• Reports can be customized to display the desired data by adding Filters. Use the dropdown to select options to refine your report. (Filter options vary by report).

• Click the Plus sign to add additional Group By reasons.  

• Most reports can do the following:

                   - Compare:  Allows for a Day over Day, Week over Week, Month over Month, etc. kind of comparison reports. When clicked, the Compare With date range appears. By default, it will auto-calculate the dates based on what is chosen. To set up your own date, please click on the pencil or edit icon.

                   -Time Trend:  Displays the trend of the selected Group By dimension, allowing one to graphically see the impact over a defined time date range. This option is available only if there is one Group By option selected.