Shipping and Billing report enables you to view Sales, Authorizations, and the Delayed Capture status of Authorizations and the associated shipping and billing data.
You can use the report to help you to:
Fulfill orders by quickly determining the shipping addresses for customer orders.
Capture funds for orders that you have shipped.
To access the Shipping and Billing Report page, navigate to Reports -> Standard -> Shipping & Billing.
Be sure to enter information for all fields denoted by an asterisk.
PayPal Manager enables you to save commonly used reports as templates. This enables you to run the saved reports without having to specify the settings each time.
If you want to save this report as a template so that you can use it again, enter a name for this report template in the Save Template As field. If this is a template you are editing, then the name specified earlier will appear here.
Specify a Date Range for the report.
Specify the Time Zone for your search time.
For Sort By, specify how you want to sort the report. Choose from the following:
Amount: Amount of transaction.
Card Type: Type of card, such as American Express, Visa, and so on, used for the transaction. It is determined by the credit card number entered.
Order ID. This option is available only to CyberCash users. Order ID specified during the transaction.
Result: Numeric code describing transaction results. For more information, refer to Transaction Result Codes.
Transaction ID: Unique identifier that PayPal assigns to the transaction.
Transaction Time: Date and time of transaction.
Transaction Type: Type of transaction, such as Sale, Credit, Delayed Capture, and so on.
For Transaction Mode, specify whether to display Live or Test transactions. When creating saved templates, the transaction mode is always Live. For scheduled templates, the transaction mode can be Live or Test.
If you want to Download your search results, click the radio button next to Format and select from the following options:
ASCII Text. Enables you to download the results in ASCII text format. This option does not include any headings, thereby enabling you to import the data to a spreadsheet or to an accounting or reconciliation application.
ASCII Text with Headings. Enables you to download the results in ASCII text format, with headings.
To generate the report, you have the following options:
If you want to use this report as a template only and not generate a report, click Save Template.
If you want to generate a report, click Run Report.
If you have selected to download the report, then you will see a pop-up box that offers you an option to either open or save the result text in the format you selected.