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Details Terminal Details Parameters Terminal Parameters Updates Terminal Updates Logs Logs Terminal Migration Log Distributions Perspective New New Vendor New Holding Account Details Distributions Details Statements Statements Fulfillment Perspective New New Fulfillment Center Details Fulfillment Details Users Users Shipping Shipping Orders Terminal Order List Configurations Configurations Keys Keys Models Models Administration Setup Perspective Error Codes Error Codes Email Templates Email Templates Response Codes Response Codes Holidays Holidays Note Templates Note Templates Security Access Policy Roles Blacklist Blacklist System Perspective Statistics Merchant Financial Statistics IQ Database Querying Module Log Querying Module Vel Tracking Velocity Tracking Branding Branding Branding Profile (System) Keys Decryption Keys Agreements User Agreements Jobs Send Message Manual Remittance Post Statements CLI Command Job Object Job Messages Processing Lock Logs Browse Logs Analyze Logs Transaction Logs Server Log Files FTP Gates File Store Sanitization Sanitization Profile Reporting Reporting Modify Report Providers Provider Codes Import Format Resource Code Currency Sign System Settings Diagnostic System Audit Perspective Changes Merchants Resellers Users Terminals Portfolios Portfolios Users Users List Analysis Analysis Errors Errors Transactions Transactions Audit Monitoring Perspective Manage Selection Select Merchants (Modify Selection) FTP Gates FTP Gates Transactions Transactions Sub Batch Sub Batch Statements Merchant Statement List Statement Reconciliation File Store File Store Account Profile Merchant Account Profile Billing History Billing History Providers Provider Profile Provider Account Jobs Send Message Manual Remittance Post Statements Job Object Job Messages Processing Lock Camel Routes Reporting Processing Processor Reconciliation Processing Reconciliation Transaction Summary Transaction Detail Remittance Reconciliation Queue Reports Queue Reports Reports Console perspective (new) Items

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.