iQ Reporting and Analytics User Guide
Getting Started
1.2.2
Navigating and Using iQ
User Accounts
In order to log into iQ, you need a user account. If you do not have a user account, see the Vantiv
business contact within your company responsible for obtaining user accounts. If your company
does not have or use a main business contact, please contact the Customer Experience Manager
assigned to your organization.
To obtain user accounts:
1. Complete the iQ VT User Profile Form, an Excel spreadsheet in the Merchant Request
Forms section of Merchant Care (Vantiv.com). While completing this form, note the
following:
• Each person using iQ must have their own user account. Users must not share user
accounts.
• We cannot create generic user accounts, such as “APDept,” “test,” or “MyAccount.”
• You must provide detailed contact information for each user account (e.g., name, job title,
telephone, time zone, and e-mail address). These fields can be used to verify identity for
security purposes.
• You are required to provide the computer IP address of the user.
• Note the permissions required (for example, the ability to search transactions, ability to
view credit card numbers, and ability to modify chargeback data). For more details,
contact Customer Service.
2. E-mail the completed form to our Customer Service team at [email protected].
Within 24 hours, a Customer Service Representative will e-mail the user account name(s) to
the main contact person and relay the associated temporary passwords separately--via
telephone--to maintain the security of your user accounts.
NOTE:
1.2.2.1
If you have questions or need assistance with the iQ VT User Profile
Form, contact our Customer Service team.
Logging in For the First Time
When you log into iQ for the first time, iQ prompts you to reset you password, set up three
security questions and answers, and confirm your e-mail.
To complete the first-time login process:
1. After receiving your username and temporary password from Merchant Services, launch your
Web browser and navigate to the following URL:
https://reports.litle.com.
The login screen displays as shown in Figure 1-2.
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iQ Reporting and Analytics User Guide
Navigating and Using iQ
FIGURE 1-2
Getting Started
iQ Login Screen
2. Enter your username and temporary password. iQ displays the Reset Password screen.
When choosing a password, you must adhere to the following rules:
• Must be at least eight (8) characters long.
• Must have at least one uppercase and one lowercase letter.
• Must have at least one numeric or punctuation symbol.
• Must be different from your last six passwords.
3. Enter a new password and click Submit. iQ redirects you to the Security Questions screen (as
shown in Figure 1-3).
FIGURE 1-3
Security Questions and E-mail Confirmation Screen
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iQ Reporting and Analytics User Guide
Getting Started
Navigating and Using iQ
4. Select security questions and enter answers to each. When choosing your security answers,
keep the following in mind:
• Answers must be at least three characters and no longer than 256 characters.
• Answers are not case-sensitive and can include punctuation and symbols.
• Select answers that are easy for you to remember and difficult for others to guess.
5. Confirm that your e-mail is correct on the form and click Submit to proceed.
iQ sends a verification e-mail containing a temporary link. Note that the link is only valid for
15 minutes.
6. Click the link in the e-mail (or paste the address into a browser). Your browser redirects you
to the iQ Home Page, as shown in Figure 1-4.
FIGURE 1-4
iQ Home Page
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iQ Reporting and Analytics User Guide
Navigating and Using iQ
1.2.3
Getting Started
Logging In and Logging Out
You log into iQ Reporting and Analytics as described below. If this is your first time logging in,
see Logging in For the First Time on page 6.
1. Launch your Web browser and navigate to the following URL:
https://reports.litle.com.
The login screen displays as shown in Figure 1-5.
FIGURE 1-5
Login Screen
2. Enter your Username and Password, and click Login.
Upon a successful login, the system opens to the iQ Reporting and Analytics Home page as
shown in Figure 1-4.
If You Forget Your Password, or you have made three (3) unsuccessful login attempts, click
the Forgot Password link, as shown if Figure 1-7, and follow the on-screen instructions.
3. To log out from anywhere within iQ, click the User Drop-down button in the top navigation
bar and click the Logout button, as shown in Figure 1-6. If you wish to log back into iQ, click
the here link on the Logout screen.
FIGURE 1-6
iQ Logout
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iQ Reporting and Analytics User Guide
Getting Started
1.2.3.1
Navigating and Using iQ
Automatic Log Out
After 15 minutes of idle time, iQ automatically logs you out of the system.While you are logged
in, click anywhere to restart the 15-minute timer. If you are within two minutes of automatic
log-out, a yellow warning banner appears at the top of the page alerting you that your session is
about to expire. Click within the yellow banner to remain logged in.
1.2.3.2
If You Forget Your Password
If you forget your iQ password, or you have made three (3) unsuccessful login attempts, follow
these steps to reset your password and regain access.
1. Click the Forgot Password link on the log-in screen, as shown in Figure 1-7.
FIGURE 1-7
Forgot Password Link
Forgot
Password
Link
2. Follow the on-screen instructions. You will be asked to answer one of your security questions
and shown in Figure 1-8.
FIGURE 1-8
NOTE:
Forgot Password Security Question
If you forget the answers to all of your security questions, contact
Customer Service (see Contact Information on Page xxi).
3. Enter the answer to your security question and click Submit. iQ sends an e-mail to your
registered account containing a temporary link. Note that the link is only valid for 15 minutes.
4. Click the link in the e-mail. Your browser redirects you to the Reset Password screen.
5. Enter a new password and click Submit. iQ redirects you the iQ Home page.
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iQ Reporting and Analytics User Guide
Navigating and Using iQ
1.2.4
Getting Started
Editing Your User Profile
Use the User Profile screen to edit your security questions, your e-mail, or to change your
password. We require a password change every sixty (60) days. You will receive a prompt from
iQ when a password change is required.
To edit your User Profile:
1. Click the User Drop-down in the upper right of the top navigation bar and click the User
Profile link. The User Profile screen displays as shown in Figure 1-9.
FIGURE 1-9
User Profile Screen
2. In the User Profile screen, edit the following sections as needed:
• Security Questions (including e-mail) - When choosing your security answers, keep the
following in mind:
– Answers must be at least three characters and no longer than 256 characters.
– Answers are not case-sensitive and can include punctuation and symbols.
– Select answers that are easy for you to remember and difficult for others to guess.
• Change Password - when choosing a password, you must adhere to the following rules:
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iQ Reporting and Analytics User Guide
Getting Started
Navigating and Using iQ
– Must be at least eight (8) characters long.
– Must have at least one uppercase and one lower case letter.
– Must have at least one numeric or punctuation symbol.
– Must be different from your last six passwords.
3. Click the Save Changes and/or the Save Password buttons to save your updates. iQ displays
a green banner at the top of the page to confirm your changes.
1.2.5
Deleting Unused User Accounts
With the appropriate permissions, a designated user (Merchant Admin.) in your organization can
delete inactive iQ users without contacting your Customer Experience Manager. See User
Administration - Delete User on page 43 for more information.
1.2.6
User Accounts for Multiple Organizations
If you have access to more than one organization’s data (for example, if you are a fulfiller or a
presenter), rather than using separate log-ins for each merchant, you can work with your
Customer Experience Manager to create a single login account that allows you to choose from a
list of merchants to mimic during a session. You will see data for that merchant or organization
only, and have the ability to change organizations within a session.
For each merchant or organization you mimic, you can view different types of data depending
upon the permissions and permission groups that are assigned. Work with your Customer
Experience Manager to customize these options.
Once the new set of credentials is established, you choose which merchant or organization you
would like to mimic by selecting the organization from a selector list in iQ. The
Multi-Organization Mimic selector is located in the top navigation bar, as shown in Figure 1-10.
FIGURE 1-10
iQ Showing the Multi-Organization Mimic Selector
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