Reports

Reports provide detailed information about your payment processing activities, helping you track transactions, reconcile payments, and maintain business records:

• Track Transactions: view all payment activities in one place.
• Reconcile Payments: match transactions with bank deposits.
• Monitor Processing: identify successful and failed transactions.
• Maintain Records: keep detailed records for accounting and compliance purposes.

Reports are available in the under Reports in the left navigation panel.

Report Status Indicators

This list describes report status indicators:

• Ready: report is complete and available.
• Processing: report is being generated.
• Queued: report is waiting to start processing.
• Error: report generation failed. Error details and the date range may indicate the cause.
• No Data: no transactions were found for the selected date range. A different date range or a period with transaction activity might yield results.

Report Generation Options

One-time and recurring reports have different generation processes:

One-Time Reports

One-time reports cover a specific date range and are used for impromptu analysis, historical reviews, or specific inquiries.

Recurring Reports

Recurring reports automatically generate on a schedule (daily, weekly, or monthly) and support regular reconciliation, ongoing monitoring, and automated workflows.

Report Formats

Reports are available in two formats:

• CSV (comma-separated values): opens in Excel, Google Sheets, or other accounting software for data analysis and spreadsheet manipulation.
• XML (Extensible Markup Language): a structured data format for system integration, used for automated processing and technical applications.

Report Types

Four report types are available:

• Transaction Request: transaction request reports gather daily transaction-level details, including authorization results, customer information, and transaction status. They collect customer inquiries, audit trails, and complete transaction histories.
• Payment Batch Detail: payment batch detail reports are daily transaction-level reports of sales and refunds submitted for settlement. They combine settlement tracking, batch reconciliation, and funding prediction.
• Processor Events Detail: processor events detail reports collect payment notifications from your processor for events like chargebacks, refunds, and adjustments. They monitor chargebacks, track refunds, and handle exceptions.
• Transaction Exception Detail: transaction exception reports track failures that occur after follow-on transactions are submitted to the payment gateway. They support error investigation, problem resolution, and quality monitoring.

How to Use This Guide

• New to reports? See Get Started to access reports and create your first report.
• Need to view, search, or download reports? See Manage Reports.
• Need to edit, pause, resume, or delete recurring reports? See Recurring Reports.
• Need report types, constraints, or definitions? See Reference.