如何透過 Wonder Dashboard 獲取定時報告

如何獲取定時報告

定時報表模快允許用戶建立自動化任務，讓 Wonder 系統定期將指定的報表傳送到指定位置 (電子郵件收件匣或 SFTP 埠)。

1. Go to the Business Account in the Wonder Dashboard and select the Analytics module.

2. Select the “Scheduled Reports” module.

3. Click on the “New Scheduled Report Job” button.

4. Scheduled Report Setup - Fill in the required information, including Report Type, Format, Interval, Type.

報告類型： 1.商家服務報表 2.交易明細報告

格式：1.PDF (僅適用於商家服務結算報告) 2.Excel

排程類型：1.電子郵件 2.SFTP

1. 5A.Configuration Details: If you choose Type: Email, click on “Next” Botton. Input the emails which you want to receive the Scheduled Reports

1. 5B.Configuration Details: If you choose Type: SFTP, click on “Next” Botton. Fill in the SFTP Host, SFTP Username, SFTP Encryption Mode(Password/ Public Key), SFTP Password and SFTP Local Directory Path

6. Confirmation: Review the information filled in Scheduled Report Setup and Configuration Details

7. Click on “Next” button, New Scheduled Report created successfully !

8. For Interval = Daily, you will receive the daily reports on the next date; For Interval = Monthly, you will receive the monthly reports on the second day of the month. You can check the report log status in the Scheduled Reports Logs to see successful or fail.

How to Change the Information of the Scheduled Reports

1. In the “ACTIONS” Module, click on “…” button and them you can see the “View”

2. Click the “View” botton, you can see the “Edit” bottom in the upper left corner

3. Once you click on the “Edit” bottom, you can change the Interval in the Scheduled Report Setup and the information in the Configuration Details.  For Type = email, you can add / delete the emails which receive the Scheduled Reports. For Type  = SFTP, you can change all the information about the SFTP.

4. Once the information have successfully changed, clik on “save” and then”Confirm”. Your information will then be successfully modified

How to Terminate / Pause the Scheduled Reports

「暫停」和「終止」的差別在於，「暫停」表示暫時停止，但可以恢復；而 「終止」則表示永久結束，無法恢復。

1. In the “ACTIONS” Module, click on “…” botton and them you can see the “View”

2. Click the “View” bottton, you can see the “Terminate” / “Pause’ bottom in the upper left corner

1. 3A.If you select “Terminate” , and then click on confirm. The scheduled job is terminated/cancelled.

1. 3B.If you select “Pause” , and then click on confirm. The automation job is not working, and can be unpaused. When the scheduled reportjob status = Paused, you can resume again. Select “Resume” button and Click on “Confirm”, the system will check for the next scheduled time to trigger the automated tasks.

常見問題

1.為何我已設定定時工作，卻無法自動收到商家服務結算報告的每日報告？

在啟用每日商戶服務結算報告定時工作之前，請檢查您的日結模式。Wonder 系統會檢查並生成任何在第二天 00:30 之前完成的當日結算批次的商家服務報表報告。例如，在 2025 年 3 月 11 日 (星期二) 00:30，系統會建立一個自動化工作任務，以檢查前一天是否有任何結算批次已建立，且開啟日期為 2025 年 3 月 10 日 00:30 至 2025 年 3 月 11 日 00:30（且該結算批次已於當天結束/關閉）。如果有的話，系統會繼續發送當天結束的結算批次的商家服務結單報告到指定地點。假設還沒有任何結算批次結束（因為商戶手動的日結/非正常日結時間是在00:30之後）。在這種情況下，系統無法在每天00:30前產生任何商家服務報表報告，並自動傳送。

因此，商戶服務日結算報告的自動傳送工作最適合定期自動/混合結算週期且日結時間為 00:00的商戶。

2.為什麼我突然收不到定時報告？

1. You can first check for any failed scheduled job by entering the record view of specific scheduled job record, then click on [Scheduled Reports Logs] tab to see the generated scheduled task job.

2. If the task job of that day/month is successful, the status will be Completed. If the task is unsuccessful for that day/month, the status will be Failed. If no task job is generated for that day/month, then you will not see a record line for that. To check the situation:

• 您可以仔細檢查您的情況是否屬於常見問題 [1]。
• 您可以檢查在指定的時間內（當天/當月）是否有任何：
  • 成功交易記錄
  • 成功的日終結算批次 (用於商家服務結單報告)
• 您也可以檢查任務工作的所有輸入資料是否正確。
• 否則，請聯絡support@wonder.app查詢。

3. If the log shows that the task has been completed but you still haven’t received your report automatically in your email, check your junk box. Otherwise, contact support@wonder.app for inquiries.