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Generate reports

Last updated: April 29, 2022

Reports are an easy way to get data about payments, chargebacks, and retrieval requests. From your Dashboard, you can generate them for any given time period, and export them in CSV format.

There can be a time delay between the transaction occurring and being able to see it in a report.


Types of reports

The Dashboard includes the following reports.

Payments

This report provides a comprehensive list of all payment actions that occurred during the selected period.

  • Action ID
  • Action Date UTC
  • Account Name
  • Business Name
  • Channel Name
  • Client Name
  • Client Entity Name
  • Sub-Entity Name
  • Processing Channel Name
  • MCC
  • Action Type
  • Payment Method
  • Card Holder Name
  • CC Number
  • Expiry Year
  • Expiry Month
  • Reference
  • Amount
  • Currency Symbol
  • Response Code
  • Response Description
  • Customer Email
  • Payment Type
  • CVV Check
  • AVS Check
  • XID, CAVV
  • 3D Secure Payment
  • ECI Code
  • Customer IP
  • Server IP
  • Auth Code
  • Acquirer Reference ID
  • Payment ID
  • Shipping Address 1
  • Shipping Address 2
  • Shipping ZIP
  • Shipping City
  • Shipping Country
  • Billing Address 1
  • Billing Address 2
  • Billing ZIP
  • Billing City
  • Billing Country
  • CC BIN
  • Issuing Bank
  • Issuing Country
  • CC Type
  • CC Category
  • Card ID
  • Billing Descriptor Part 1
  • Billing Descriptor Part 2
  • UDF1
  • UDF2
  • UDF3
  • UDF4
  • UDF5
  • Card Wallet Type
  • Action Date Local
  • Processing Acquirer Name

Disputes

This report provides a list of all the disputes that occurred during the selected period.

  • Dispute ID
  • Dispute Date UTC
  • Dispute Issue Date UTC
  • Dispute Created Date UTC
  • Account Name
  • Business Name
  • Channel Name
  • Client Name
  • Client Entity Name
  • Sub-Entity Name
  • Processing Channel Name
  • MCC
  • Dispute Indicator
  • Dispute Status
  • Payment Method
  • Card Holder Name
  • CC Number
  • Reference
  • Currency Symbol
  • Dispute Amount
  • Dispute Code
  • Customer Email
  • Payment Type
  • Payment ID
  • Payment Date UTC
  • Acquirer Reference Number
  • CVV Check
  • AVS Check
  • ECI Code
  • Card Wallet Type
  • Dispute Issue Date Local
  • Payment Date Local

Retrieval requests

This report provides a list of all the retrieval requests that occurred during the selected period.

  • Retrieval ID
  • Retrieval Issue Date UTC
  • Account Name
  • Business Name
  • Channel Name
  • Client Name
  • Client Entity Name
  • Sub-Entity Name
  • Processing Channel Name
  • MCC
  • Payment Method
  • Card Holder Name
  • CC Number
  • Reference
  • Amount
  • Currency Symbol
  • Customer Email
  • Payment Type
  • Retrieval Reason Code
  • Payment ID
  • Payment Date UTC
  • Acquirer Reference Number
  • CVV Check
  • AVS Check
  • ECI Code
  • Card Wallet Type
  • Retrieval Issue Date Local
  • Payment Date Local

Generate and download a new report

  1. In the Reports screen, select New report.
  2. Select the report type you want to create from the dropdown menu.
  3. Set a date range.
  4. If you want to, give a name to your report. This is optional, but can help you find it later.
  5. Choose the fields you want to include in your report (the available fields depend on the report type). You can select Default, All, or Custom, which lets you pick only the fields you want.
  6. Select Generate report. Reports containing a lot of data may take a while to generate, so feel free to do other things while you wait. Once complete, the report is added to the Reports screen where you can download it at any time by selecting CSV.