***This KB article is for Payments clients that use the Metro2 Credit Reporting module***

For information regarding how to generate a Metro2 Credit Report, please see the Payments Metro2 Credit Reporting Cheat Sheet article.

A change to the reporting identification number is done at the time of report generation and is specific to that report.  Ventures will remember the new identification number and will default to using that for any reports generated after that change.

Steps to change the reporting identification number:

1. Access Payments > Credit Reporting (Metro2) > Generate Report:  Open the Generate Report dialog and enter the details as normal.  Note: the identification number that will be used in the report by default is shown in the Current Identification Number field.

2. Check the Change Identification Number checkbox.  This will unlock and make editable the New Identification Number field and the Previous Identification Number field. 

• Enter the new identification number that reporting should change to in the New Identification Number field. 
• The Previous Identification Number field defaults to the identification number that has been used in the most recently generated report.  If this is not the identification number that is being changed away from, that correct identification number can be entered here.

3. Generate the report by selecting the Generate button > OK

• The Report will appear on the grid > Click on the hyperlinked As of Date to Generate the Report.
• Export the Report

4. In the exported report, the reporting identification number is the one that was specified in the Previous Identification Number field.

5. In the exported report, an L1 segment is included to notify that the reporting identification number has changed to the one that was specified in the New Identification Number field.

6. The next time a report is generated, the Current Identification Number field will be set to the new reporting identification number from the change.

7. Newly generated reports, when exported, will use the new reporting identification number and will not include an L1 segment.

8. The reporting identification number can be changed again using these same steps.