> ## Documentation Index
> Fetch the complete documentation index at: https://developers.uqpay.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports (Card Issuing)

> The merchant dashboard card issuing Reports page — generate and download issuing reconciliation reports: filter historical reports by report type/status and download completed ones; use the Generate report dialog to create new reports by type, transaction type, card number/currency, date range, and file format.

## What this is

This is the **Reports** page under the card issuing module in the merchant dashboard (page title "Reports", subtitle "Generate and download issuing reconciliation reports"). Merchants generate and download issuing-related reconciliation reports here: the upper half of the page is a list of historical reports (filterable by type and status), and the **Generate report** button in the top right opens a dialog to create a new report by criteria; once generation completes, download it from the list. Use this page to export card transaction / account transaction / settlement / ledger reconciliation data, or download a statement.

> **Entry point**: opened from the "Reports" quick-action link on the card issuing **Overview** page. (The "Reports" entry in the main navigation sidebar is a cross-business-line global reports entry, distinct from this card-issuing-specific reports page.)

## Steps

View and filter historical reports:

1. Open the card issuing **Reports** page; the list shows generated reports.
2. Use the **Report type** dropdown to filter: All types / Card Transactions / Account Transactions / Card Settlement / Card Ledger.
3. Use the **Status** dropdown to filter: All statuses / Processing / Completed / Failed / Expired.
4. Active filters appear in the **filtered by** area; click the X on a tag to remove it, or **Clear all** to reset.

Download a report:

1. Find the target report row; when its status is **Completed** and a download link exists, the **Action** column shows a **Download** button — click it to download.
2. When the status isn't Completed, the action column shows a non-clickable placeholder based on status (Expired / Failed / Processing / Unavailable).

Generate a new report (the "Export Transactions Reconciliation Reports" dialog):

1. Click **Generate report** in the top right.
2. Choose a **Report type**: Card Transactions Report / Account Transactions Report / Card Settlement Report / Card Ledger Report.
3. Choose a **Transaction type** (not applicable for the settlement report; multi-select, supports "All").
4. Fill in additional criteria depending on the report type:
   * Card Transactions / Card Settlement / Card Ledger report: choose **Card number** (multi-select, supports "All").
   * Account Transactions report: choose **Currency** (USD / SGD / HKD, multi-select).
5. Choose a **Date range** (defaults to the last 30 days).
6. Choose a **File format**: CSV / Excel / PDF.
7. Fill in a **File name** (a default name is auto-filled when you choose a type; you can change it, up to 80 characters).
8. Click **Create** to submit; on success the dialog closes and the list refreshes; click **Cancel** to discard.

## Fields and statuses

**List columns:**

| Column       | Meaning (merchant view)                     |
| ------------ | ------------------------------------------- |
| Reference    | The report's reference number               |
| Create time  | When the report was generated               |
| Expired time | When the report/download link expires       |
| Report type  | The report's type, see below                |
| Status       | The report's generation status, see below   |
| Action       | The download button or a status placeholder |

**Report type:**

| Type                 | Description                                                                           |
| -------------------- | ------------------------------------------------------------------------------------- |
| All types            | Used for list filtering, meaning no type restriction (not applicable when generating) |
| Card Transactions    | Card transactions report                                                              |
| Account Transactions | Account transactions report                                                           |
| Card Settlement      | Card settlement report                                                                |
| Card Ledger          | Card ledger report                                                                    |

**Report status:**

| Status       | Meaning                                                | Action-column display                         |
| ------------ | ------------------------------------------------------ | --------------------------------------------- |
| Processing   | The report is generating                               | Shows a non-clickable "Processing"            |
| Completed    | The report is generated                                | Shows a clickable "Download" if a link exists |
| Failed       | Generation failed                                      | Shows a non-clickable "Failed"                |
| Expired      | The report/link has expired                            | Shows a non-clickable "Expired"               |
| All statuses | Used for list filtering, meaning no status restriction | —                                             |

> "Download" is only clickable when the status is Completed and a download link exists; otherwise a status placeholder is shown, or "Unavailable" in other cases.

**Generate-dialog fields:** Report type, Transaction type, Card number, Currency, Date range, File format (CSV/Excel/PDF), File name. The Account Transactions report's currency options are USD / SGD / HKD.

## Edge cases and troubleshooting

* **List shows "No reports found"**: no reports have been generated yet (or the filters have no match). Without filters, the hint reads "Reports will appear here after generation"; with filters active, it reads "Try adjusting your filters."
* **"Download" button is unclickable / grayed out**: the report isn't Completed, or has no download link. Wait for Processing to finish; regenerate if Expired or Failed.
* **Clicking Download shows "Download URL is unavailable"**: this report has no usable download link — regenerate it.
* **Generation shows "Transaction type is required"**: except for the settlement report, a transaction type must be chosen before creating.
* **Generation shows "Card number is required"**: for Card Transactions/Settlement/Ledger reports where card numbers are selectable, a card number (or "All") must be chosen, to keep the export scope from being unbounded.
* **Generation shows "Currency is required"**: the Account Transactions report requires at least one currency.
* **Generation shows "File name is required / File name cannot exceed 80 characters"**: the file name is required and must not exceed 80 characters.
* **Can't download a report after some time**: reports have an "Expired time"; once past it, the link stops working and you need to regenerate.

## Common questions (Q\&A)

* **Q: How do I export issuing reconciliation data / download a statement?** A: On the card issuing **Reports** page, click **Generate report**, set type, transaction type, card number/currency, date, and format, then click **Download** in the list once it's ready.
* **Q: What report types can I generate?** A: Four types: Card Transactions, Account Transactions, Card Settlement, and Card Ledger.
* **Q: What file formats do reports support?** A: CSV, Excel, PDF.
* **Q: What report statuses exist?** A: Processing, Completed, Failed, Expired; only Completed reports with a download link can be downloaded.
* **Q: Why can't I click the download button?** A: The report is still Processing, Expired, Failed, or has no available download link; wait for Processing to finish, or regenerate in other cases.
* **Q: Does the Account Transactions report require a currency?** A: Yes — the Account Transactions report requires at least one currency (USD/SGD/HKD).
* **Q: Do Card Transactions/Settlement/Ledger reports always require a card number?** A: Where card numbers are selectable, yes (you can choose "All"); otherwise it shows "Card number is required."
* **Q: Can I always download a report?** A: No — reports have an "Expired time," after which you need to regenerate.
* **Q: Are there limits on the file name?** A: It's required, up to 80 characters; a default name is auto-filled when you choose a report type, and you can change it.
* **Q: Is "Reports" the same as the "Reports" entry in the sidebar?** A: The sidebar "Reports" is a cross-business-line global reports entry; this page is the card-issuing-specific reports page — check the live site for the actual entry point.