Reports

The merchant console allows you to view a wide range of reports related to the transactions processed in your account.

From your Dashboard, you can access these reports by clicking ‘Reports’ on the side menu bar. This page displays all your pre-made reports types: Pre-Made Credit Card, Pre-Made Check, Pre-Made Customer Report, Pre-Made Gift Card Reports, Pre-Made Point of Sale, and Pre-Made Other.

Reports

Choose from one of the pre-made reports to retrieve the data you need.

Pre-Made Credit Card

Pre-made credit card reports are broken down into three (3) categories Errors, Declines, and Sales. Each Category is broken down into four (4) sections: User, Reason, Card Type and Date.

  • Transaction by Summary Credit Card
  • Transaction by Summary Card Type
  • All Transactions by Card Type
  • Batches by Date
  • Errors by User
  • Errors by Reason
  • Errors by Card Type
  • Errors by Date
  • Declines by User
  • Declines by Reason
  • Declines by Card Type
  • Declines by Date
  • Sales by User
  • Sales by Card Type
  • Sales by Date

IMPORTANT: Errors v. Declines

An error received during a transaction 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-ran, most declines cannot be so easily remedied.

Pre-Made Check

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

  • Check Transaction Summary
  • All Transactions
  • Errors by User
  • Errors by Reason
  • Errors by Date
  • Declines by User
  • Declines by Reason
  • Declines by Date
  • Settled by User
  • Settled by Date
  • Returns by User
  • Returns by Reason
  • Returns by Date

Pre-Made Customer

This pre-made report type includes a Customers Transactions by Date report to help you track your customer’s recurring billing information and payments.

Pre-Made Gift Card

The pre-made gift card reports are00 similar to credit card and check reports. Pre-made gift card reports are broken down into three (3) categories Errors, Declines, and Sales. Each Category is broken down into three (3) sections: User, Reason, and Date.

  • Gift Card History (by Date)
  • Errors by User
  • Errors by Reason
  • Errors by Date
  • Declines by User
  • Declines by Reason
  • Declines by Date
  • Sales by Date
  • Sales by User

Pre-Made Point of Sale

  • Sales by Product Category
  • Line Item Details
  • Cash Sales by User
  • Cash Sales by Date

Pre-Made Other

  • Products Approved Transactions
  • Today’s Transactions
  • Customers Transactions
  • Transactions by Date, Type, Status & Results
 

For inquiries contact us at (720) 277-0648