Merchant Console Reports Section

The Reports section of the Merchant Console allows you to view a wide range of reports and statistics related to the transactions processed through the gateway under your account. You can choose from one of the pre-made reports, or create your own custom report to retrieve only the report data that you need.

Pre-Made Credit Card Reports

The selection of pre-made credit card reports are divided into three categories: Errors, Declines, and Sales. You can view each of these reports ordered by Date, Source, Reason (not applicable for Sales), User or Card Type (Sales only). The following reports are included:

  • Credit Card Transaction Summary
  • Errors by Date
  • Errors by Source
  • Errors by Cardtype
  • Errors by User
  • Errors by Reason
  • Declines by Date
  • Declines by Source
  • Declines by Cardtype
  • Declines by User
  • Declines by Reason
  • Decline Rates by Reason
  • Sales by Date
  • Sales by Source
  • Sales by Cardtype
  • Sales by Users

Error v. Decline

An error received during a transactions usually indicates that there was something wrong with the transaction itself, but not necessarily with the credit card or e-check. The most common errors are an invalid card number (not 13-16 digits long), or invalid amount ($0.00).

A decline occurs when the credit card or e-check is declined by the processor. The most common reason for a Card Decline, is that the card is over its credit limit or is no longer in good standing. While transactions resulting in errors can be corrected and re-run, most declines cannot be so easily remedied.

Credit Card Transaction Summary

The Credit Card Transaction Summary, located at the top of the page, displays a visual report of all of your credit card activity in the last year. This report outlines your total credit card sales amount in dollars as well as the number of sales, errors, voids and credits processed in the past 12 months.

To view the details for a specific month, click the month you wish to review on the Monthly Activity Summary chart located under the bar graph table. You can go into even further detail by selecting a day from the month and the system will break the day down into hours.

In addition to the activity breakdown, you can also click on each number in the table to view the transactions in each category for that month. The same applies for the daily summary report within each monthly summary.

Each Month:

Overview

Each Day:

Table

This report will show the following fields:

Field Description
Period The date range of the transactions. Could be a month, day, or hour of the day.
Total Amount The total amount in dollars of transactions within the time period.
Sales Total number of credit card sales for the date range. Total dollar amount of this line counts positively towards the Total Amount. Click this field to see the related report for the given time period.
Auths Total number of authorize only sales for the date range. Total dollar amount of this line counts positively towards the Total Amount. Click this field to see the related report for the given time period.
Credits Total number of credit card refunds for the date range. Total dollar amount of this line counts negatively towards the Total Amount. Click this field to see the related report for the given time period.
Voids Total number of voided credit card sales or refunds (credits) within the date range. Dollar amount does not count towards the Total Amount. Click this field to see the related report for the given time period.
Declines Total number of credit card declines within the date range. Dollar amount does not count towards the Total Amount. Click this field to see the related report for the given time period.
Errors Total number of credit card errors within the date range. Dollar amount does not count towards the Total Amount. Click this field to see the related report for the given time period.
Total Total number of all transactions within the date range. Except for the transactions in the Ignored column. Click this field to see the related report for the given time period.
Ignored The Ignored column contains transactions that received an error before they were sent to the credit card processor such as transaction time outs and transactions blocked by the Fraud Profiler. Click this field to see the related report for the given time period.

Pre-Made Check Reports

The pre-made check reports provided are similar to the pre-made credit card reports. The following reports are provided:

  • Check Transaction Summary
  • Deposit Report
  • All Transactions by Date
  • Settled by Date
  • Settled by Source
  • Settled by Users
  • Returns by Date
  • Returns by Source
  • Returns by Reason
  • Returns by User
  • Declines by Date
  • Declines by Reason
  • Declines by Source
  • Declines by User

The returned check reports will display all information regarding checks that have been returned from the customer's bank due to insufficient funds or a bad routing number, or any other number of reasons. To see why these checks have been returned, use the "Returns by Reason" report. See above for details about the difference between errors and declines.

Check Transaction Summary

The Check Transaction Summary, located at the top of the check reports list, displays a visual report of all of your check activity in the last year. This report outlines your total check sales amount in dollars as well as the number of sales, errors, declines, returns and credits processed in the past 12 months.

To view the details for a specific month, click the month you wish to review on the Monthly Activity Summary chart located under the bar graph table. You can go into even further detail by selecting a day from the month and the system will break the day down into hours.

Pre-Made Customer Reports

There are a collection of pre-made customer reports available to help you track customer billing information and the status of customer's payment method expiration dates. The following pre-made reports are included:

  • Pending Billing by Date
  • Pending Billing by Source
  • Billing History by Date
  • Billing History by Source
  • Expired Cards
  • Expiring Before Next Billing
  • Expiring by Date Range

Custom Reports

Use the Custom Reports tool to create unique reports based on the information that will be the most useful to you.

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Click on the "Create Report" button and follow these four simple steps:

Step 1: Filter Transactions

  1. Sales (Choose which of the following sale types to include in your report.)

    • Auth Only (Queued Transactions)
    • Pending (Open Batch)
    • Settled (Closed Batch)
    • Voided

  2. Credits (Choose which of the following credit types to include in your report.)

    • Pending (Open Batch)
    • Settled (Closed Batch)
    • Voided

  3. Transaction Result (Choose which of the following transaction result types to include in your report.)

    • Approvals
    • Declines
    • Errors

  4. Filter on Field (Add a filter to one or more of the fields you would like to include in your report. For example you could choose to include only transactions totaling more than $100.00 in your report.)

    • Match ALL of the following
    • Match ANY of the following

Smart Dates

When creating a filter on the transaction date field, you can use smart dates in addition to the traditional mm/dd/yy format. Some examples of smart dates are:

  • -7 days = the date 7 days ago
  • last friday = the date of last friday
  • -6 months last friday = the 6 months ago from last friday
  • yesterday

All of these dates are calculated when the report is run - not when it is created - so that you can create reports such as 'Sales in the last 2 weeks' that will include transactions from the two weeks prior to when you run the report.

Step 2: Select Fields

Using the Add and Remove buttons, move all of the fields you would like to include in your report to the box on the right hand side of the screen. All of the fields available for data entry are available for your custom report.

Available Fields:

  • Transaction Id
  • Transaction Key
  • Batch Id
  • Batch Seq #
  • Transaction Type
  • Status
  • Result
  • Authcode
  • AVS Result
  • CVV2 Result
  • CAVV Result
  • Error Message
  • Error Code
  • Date & Time
  • Date
  • Time
  • Batch Date & Time
  • Batch Date
  • Batch Time
  • Merchant Name
  • Invoice
  • Order ID
  • PO#
  • Customer #
  • Recurring Customer ID
  • Description
  • Source
  • Amount
  • Comments
  • Currency
  • Native Amount
  • Conversion Rate
  • Auth Amount
  • Native Auth Amount
  • Tax
  • Tip
  • Shipping
  • Discount
  • Subtotal
  • Card Number
  • Card Type
  • Cardholder
  • AVS Street
  • AVS zip
  • User
  • Cler
  • Terminal
  • Table
  • Server IP
  • Client IP
  • Check #
  • Effective
  • Processed
  • Returned
  • Check Account
  • Check Routing
  • Settled
  • Bank Note
  • Billing First Name
  • Billing Last Name
  • Billing Company
  • Billing Street
  • Billing Street 2
  • Billing City
  • Billing State
  • Billing Country
  • Billing Zip
  • Billing Phone
  • Billing Email
  • Shipping First Name
  • Shipping Last Name
  • Shipping Company
  • Shipping Street
  • Shipping Street 2
  • Shipping City
  • Shipping State
  • Shipping Country
  • Shipping Zip
  • Shipping Phone
  • Custom Transaction Fields
  • Custom Customer Fields
  • Next Billing Date
  • Payments Remaining
  • Billing Enabled
  • Billing Failures

Step 3: Choose Sort Order

Once you have decided which fields to display, you can then select the order in which you would like them to appear in your report. Make sure that the fields you select to sort by in this step are represented in the Select Fields section above. Attempting to sort your report by a field you have not chosen to display may result in a system error.

Step 4: Enter Report Title

Choose a title for your report. We recommend using a title that signifies the content of the report so that when you want to run it again, you will be able to easily remember which custom report is which.

Viewing, Printing, Emailing and Exporting the Reports

Reports will automatically display results as specified for the past thirty days. To view an earlier time period, click on the calendar icon next to the date and select the time period you would like to view.

Each of the reports can easily be printed, emailed or exported for your records.

  • The Print button will display the report in a printer-friendly format and open a printer window.
  • The Email button will take you to a page where you can input as many email addresses as you like to send the report to yourself, or someone else. (Multiple email addresses must be separated by commas.)
  • Select a file format (comma or tab delimited) from the drop down menu and click the Export button to export your report and save it to your computer.