Transaction Summary

Type:    Form
Description: Provides information about transactions sorted by payment type.
Items:


Search

Includes transactions search criteria.
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Find
Executes search based on predefined criteria.
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Clear
Clears any selected criteria - resets the form to its original state.
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Export
Allows to export all the transaction information from the system.
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Portfolio
Search criteria to locate transactions associated with merchants under a particular portfolio.
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Reseller
Search criteria to locate transactions associated with merchants under a particular reseller.
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Merchant
Search criteria to locate transactions associated with a particular merchant.
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Account
Search criteria to locate transactions associated with a particular account.
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Create Date
Search criteria to locate transactions executed within a certain date range.
Either beginning or end date is necessary.
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Group By
Search criteria used to group search results by a specific feature.
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Account
Indicates that located transactions are to be grouped by an associated account.
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Payment Type
Indicates that located transactions are to be grouped by a payment type.

List

Includes the list of transactions found based on the search criteria specified and grouped by payment types.
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Show financial impact only
Indicates that only information on financial transactions (captures, refunds, returns, chargebacks) is shown.
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Show amounts
Indicates that only summarized amounts for each type is shown.
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Show counts
Indicates that only number of transactions for each type is shown.
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Payment Type
Payment type/card brand for which the dashboard data is generated.
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Approvals
Amount/Number of approved sale transactions.
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Captures
Amount/Number of captured sale transactions.
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Declines
Amount/Number of declines received on sale transactions.
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Refunds
Amount/Number of refund/credit transactions.
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Returns
Amount/Number of direct debit returns.
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Chargebacks
Amount/Number of chargebacks.
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Errors
Amount/Number of failed transactions.
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Net
Captured amount for the processed transactions net of refunds, chargebacks, returns.