Overview
The Partner Device Report allows partners to generate a comprehensive list of devices across their entire merchant portfolio. This report helps partners track device inventory, usage status, and activity for both direct merchants and sub-affiliate merchants from a single export.
Partners can run the report directly from their Partner Portal, where it is generated in the background and downloadable when ready.
What Is the Partner Device Report?
The Partner Device Report, labeled Devices in the Partner Portal, is a background export that provides a detailed, recursive view of all payment devices associated with a partner’s merchant hierarchy.
The report includes:
- Devices for direct merchants
- Devices for sub-affiliate merchants
- All downstream merchant relationships automatically (recursive)
Why It Matters for Partners
This report enables partners to:
- Monitor device inventory across their full portfolio
- Identify inactive or deregistered devices
- Review devices last transaction dates
- Support merchants with device-related questions
- Perform operational audits and internal reporting
Because the report runs in the background, partners can continue working in the portal while it processes.
Prerequisites / Access Requirements
To run the Partner Device Report, the partner user must:
- Have access to the Partner Portal
- Have the Manage merchant accounts permission enabled
Users without this permission will not be able to queue the report.
How It Works
Launching the Report
Partners can initiate the report in either of the following ways:
Option 1: Left-Side Menu
- Log in to the Partner Portal.
- Under Reports → Click Devices.
- Click Export Report.
Option 2: Home Page
Click the Devices button available on the Partner Portal home page and click Export Report.
Once submitted, the report is queued and runs in the background.
Report Completion & Notification
- When the report finishes processing, an email notification is sent to the user who initiated the report.
- The email includes a button that links back to the Partner Portal for secure download.
Email Subject Line:
Your Report is Ready to Download: [date] device_report
Downloading the Report
Partners can download the report by:
Log in to your Partner Portal and scroll to the bottom of the home page
Locate the report under Background Reports
Important: The report is available for download for 7 days from the time it is generated.
The report may generate as a multi-part file if the portfolio contains a large number of devices or merchants. If multiple files are created, file numbering will increment automatically.
Report Columns Explained
The Devices report includes the following columns:
| Column Name | Description |
|---|---|
| Merchant ID | Gateway merchant ID |
| Merchant Name | Merchant business name |
| Merchant External ID | External merchant identifier |
| Nickname | Device nickname |
| Created | Date the device was added to the system |
| Category | Device category (Cloud, Mobile, Tap to Mobile, etc.) |
| Model | Device model |
| Device POI ID | Point of Interaction identifier |
| Serial Number | Device serial number |
| Last Transaction | Date of the most recent transaction (blank if none) |
| Date Registered | Date the device was registered |
| Status | Device status (Active or Inactive) |
| Date Deregistered | Date the device was deregistered, if applicable |
Troubleshooting Guide
I didn’t receive the email notification
- Check spam or junk folders.
- Confirm the report has completed under Background Reports on the Partner Portal home page.
- Verify the email address on your partner user account.
- Confirm that your SPF and DKIM records are correctly configured to allow NMI system emails to be delivered.
I can’t see the Devices report option
- Confirm your user role includes the Manage merchant accounts permission.
- If the issue persists, contact your internal admin or Support.
The report downloaded as multiple files
- This is expected for large portfolios.
- Download all parts to ensure you have the complete dataset.
Common Questions
Q: Does this report include sub-affiliate merchants?
Yes. The report is recursive and includes devices for direct merchants and all sub-affiliate merchants.
Q: How long is the report available for download?
Reports are available for 7 days after they are generated.
Q: Can I run multiple reports at once?
Yes. Each request will be queued and processed independently.
Q: What does a blank “Last Transaction” field mean?
It indicates that no transactions have been processed on that device.
Need Help?
For additional support, please contact our Support team by Submitting a Ticket.