On-Demand Reports

The includes several on-demand reports that you can view in your browser. You select the date range (lookback range) and associated data to view, and the generates the report for you. You can export the results of any on-demand report. You can also generate downloadable reports, including setting up your own subscriptions and custom reports. For more information, see Manage Downloadable Reports.

Lookback Range Periods for On-Demand Reports

Lookback range varies by report type. Contact your representative for more information.

Payment Batch Summary

The Payment Batch Summary report shows total sales and refunds by currency and payment method. For record-level reporting, see Payment Batch Detail. By default the report includes data for one day but you can choose to view data by the week or month. The data can be exported to either a CSV or PDF file.

View the Payment Batch Summary Report

1. On the left navigation panel, choose Reporting > Payment Batch Summary. The Payment Batch Summary Report page appears.

2. In the search toolbar, choose the Frequency filter that you want to include in the report.

3. Portfolio users (merchants managing multiple merchant accounts): select the Merchant for whom you want to view data. Account level users (partners managing data across their merchant portfolio): select a Merchant to filter by an individual merchant instead of by account values.

4. Depending on the frequency you chose, select the specific day, week, or month you want to review.

   Only months that have already occurred in the current year display in the month list. To view all months of a previous year, choose the year first, then choose the desired month. To view results from the period prior to or following the chosen period, below the search toolbar, click Previous or Next.

5. Choose the currency code of the transactions you want to include.

6. Click Export and choose your desired aggregation options and file format. Export options are determined by the frequency you chose.

7. Follow your web browser's instructions to open and save the file.

Payer Authorization Summary

You can generate the Payer Authorization Summary report to track enrollment and validation services performance. The report includes the number of transactions and total amount for groups of transactions based on each currency and card type you support. Use the information to estimate how payer authentication screens your transactions: successful, attempted, or incomplete. By default, the report includes one day of data, but you can also choose to view by week or month.

View the Payer Authorization Summary Report

1. In the left navigation panel, click the Reporting icon.

2. Under Transaction Reports, click Payer Auth Summary. The Payer Auth Summary Report page appears.

3. In the search toolbar, select the Date Range you want to include in the report. Account level users must select a merchant as well.

4. Based on the Date Range selected, choose the specific day, week, or month you want to review.

   Only months that have already occurred in the current year display in the Month list. To view all months of a previous year, select the year first, then choose the desired month.

   To view results from the period prior to or following the selected period, below the search toolbar, click Previous or Next.

Purchase and Refund Details

The Purchase and Refund report includes all purchases and refund transactions, and all activities related to transactions resulting in an adjustment to the net proceeds. By default the report shows data from the prior day, but you can choose to view by the previous week or month, or by using a custom period of time (up to 31 days within the previous 18 months).

Additionally, you can view data by either:

• Request date: date the transaction was captured.
• Submission date: date on which the transaction was sent to the processor (can be later than request date).

This report is only available for selected merchants. To request access, contact your account manager. For more information about the Purchase and Refund Details report, see Financial and Reconciliation Reports.

View the Purchase and Refund Details Report

1. In the left navigation panel, click the Reporting icon.

2. Under Financial Reports, click Purchase & Refund Details. The Purchase & Refund Details page appears.

3. In the search toolbar, select:

   • Merchant data you want to view.
   • Date Range you want to include in the report.
   • View By and choose the date on which to base the report.

4. Click one of these tabs to view data details:

   • Request
   • Settlement
   • Authorization
   • Fees & Funding
   • Others

5. For any transaction, click the Request ID link to view the Transaction Details page.

6. Click Export to download a file containing transactions in the list, then choose desired format.

7. Follow your browser's instructions to open and save the file.