Group: Dashboards

Type:    Form
Description: Provides access to dashboards reports group.
Tabs:

Report: Transaction Summary By Account

 view

Report: Transaction Detail

 view

Report: Transaction Summary by Payment Type

 view

Items:


Report: Transaction Summary By Account
Provides access to generation options of a transaction summary report (for a particular account).
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Back
Allows to close current reports group and get back to the previous folder.
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From/To Date
Date range used to generate the report.
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Merchant Account
Allows to select a merchant account that the report is going to be generated for.
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Reseller
Allows to select a reseller that the report is going to be generated for.
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Portfolio
Allows to select a portfolio that the report is going to be generated for.
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Export Type
Allows to select a type of an export file that is going to be generated.
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Csv
Indicates that report is going to be generated in CSV format.
Generate in background
Indicates whether the report should be generated in the background.
Run
Allows to run report generation process.

Report: Transaction Detail
Provides access to generation options of transaction detail report (for all available merchants).
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Back
Allows to close current reports group and get back to the previous folder.
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From/To Date
Date range used to generate the report.
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Reseller
Allows to select a reseller that the report is going to be generated for.
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Merchant Account
Allows to select a merchant account that the report is going to be generated for.
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Holder Name
Allows to enter a holder name for exporting transactions within an associated report.
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Token
Allows to enter a token for exporting transactions within an associated report.
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Account Number
Allows to enter an account number for exporting transactions within an associated report.
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Account Accessory
Allows to enter an account accessory for exporting transactions within an associated report.
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Amount
Allows to enter an amount for exporting transactions within an associated report.
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Transaction Type
Allows to select a {|class="newtable newtablenorowspan pull-left" !style="font-weight:bold"| Transaction type/ Transaction state !style="font-weight:bold"|approval !style="font-weight:bold"|decline !style="font-weight:bold"|delayed decline* !style="font-weight:bold"|void !style="font-weight:bold"|blacklist !style="font-weight:bold"|error |- |sale |sale |decline |decline (d) |void |blacklist |rowspan="2"|error |- |sale |sale |decline (c) |decline (cd) |void (c) |blacklist (c) |}
*applicable only for certain processors
Splits and Pulls For sale transactions: — Split-in - transaction generated in the context of the split payments functionality based on a sale transaction, which creates a record that an affiliate has received the commissions as a part of the original sale transaction processed by a merchant. On the user interface, a split-in transaction is always displayed with “+” symbol. — Split-out - transaction generated in the context of the split payments functionality based on a sale transaction, which creates a record that a merchant, that processed the original transaction, has transferred the commissions to an affiliate. On the user interface, a split-out transaction is always displayed with “-” symbol. For credit/refund/chargeback/return transactions: — Pull-in - transaction generated in the context of the split payments functionality based on the credit/refund/chargeback/return of the original transaction and creates a record that the merchant has received the commissions, previously charged via split-in, from the affiliate. — Pull-out - transaction generated in the context of the split payments functionality based on the credit/refund/chargeback/return of the original transaction and creates a record that the affiliate has transferred the commissions, previously charged via split-out, to the merchant. Splits and pulls on the gateway user interface depending on the transaction state:
{|class="newtable newtablenorowspan pull-left" !style="font-weight:bold"| Transaction type/ Transaction state !style="font-weight:bold"|approval !style="font-weight:bold"|void |- |Split-in |split-in |rowspan="2"|void (i) |- |Pull |pull-in |- |Split-out |split-out |rowspan="2"|void (o) |- |Pull-out |pull-out |}
Non-financial transactions — Notice (notice of change) - direct debit transaction that is returned by a bank and notify that some details of the transaction were corrected. — Inquiry (balance inquiry) - operation used to verify balance on debit, prepaid or gift cards. — Verification (account verification) - operation used to verify that an account is active and to perform AVS verification without actual authorization. — Fee (convenience fee) - operation used to calculate a surcharge to a cardholder to cover the cost of credit card processing. For gift cards: — Transfer - operation used to transfer a balance from one gift card to another. — Activation - operation used to activate a gift card. — Deactivation - operation used to deactivate an active gift card. — Reactivation - operation used to reactivate a previously deactivated gift card. — Create-alias - operation used to create an alias (token) for a gift card. — Delete-alias - operation used to remove a previously created alias (token) for a gift card. " >Transaction Type that the export should be done for.
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Transaction Status
Allows to select transaction status for exporting transactions within an associated report.
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Pending
Indicates that exporting transactions within an associated report should be in Pending status.
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Processed
Indicates that exporting transactions within an associated report should be in Processed status.
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In Rebill
Indicates that exporting transactions within an associated report should be in In Rebill status.
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Cancelled
Indicates that exporting transactions within an associated report should be in Cancelled status.
Transaction ID
Allows to enter transaction ID for exporting transactions within an associated report.
User Code
Allows to enter a user code for exporting transactions within an associated report.
Export Type
Allows to select a type of an export file that is going to be generated.
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Csv
Indicates that report is going to be generated in CSV format.
Generate in background
Indicates whether the report should be generated in the background.
Run
Allows to run report generation process.

Report: Transaction Summary by Payment Type
Provides access to generation options of a transaction summary report (for every associated payment type).
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Back
Allows to close current reports group and get back to the previous folder.
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From/To Date
Date range used to generate the report.
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Merchant Account
Allows to select a merchant account that the report is going to be generated for.
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Reseller
Allows to select a reseller that the report is going to be generated for.
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Portfolio
Allows to select a portfolio that the report is going to be generated for.
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Export Type
Allows to select a type of an export file that is going to be generated.
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Csv
Indicates that report is going to be generated in CSV format.
Generate in background
Indicates whether the report should be generated in the background.
Run
Allows to run report generation process.
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