Payments Insider: Reports

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Overview

The Payments Insider reports can assist you in measuring Key Performance Indicators for your
business. These KPIs help you monitor your performance in daily, weekly, monthly, and custom date intervals. This Reports section describes the sections of a report, how to filter a report (including filter options), and a sample preview of a generated report.

Accessing Your Reports

You can access specific reports from your Dashboard. The report data comes from transactions the merchant has processed within the last 2 years. Your user profile and access rights determine the reports available to you.

Do the following to access your reports:

1. From your dashboard, select Reports from the left Navigation panel.
2. Select a report.

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Note: Search options work the same way for all reports, only the filter options differ. All
downloaded reports can be found in Download Manager.

Payment Report

Note: This report is available for External Managers and External Users.


The Payment Report retrieves your funding activity for up to the past twelve months.
You can narrow down the data you want to display by selecting dates in the filter,
located in the header at the top of the page. You can also download your report two
ways: as a quick download or as a download to a .csv or .xls file that you can save and
view later.

Sales Report

Note: This report is available for External Managers and External Users.


The Sales Summary Report displays your settled transaction activity for a period up to the previous
24 months. You can narrow down the data you want to display by selecting a specific Start Date and End Date in the filter, located in the header at the top of the page. You can also download your
report two ways: as a quick download or as a download to a .csv or .xls file that you can save and
view later.


Note: If your file does not display right away, wait a few minutes and check your notifications by clicking the notifications icon in the top right of the page

Authorizations

Note: This report is available for External Managers and External Users.


The Authorizations Report displays all payment authorizations. You can narrow down the data you
want to display by selecting a specific Start Date and End Date in the filter, located in the header at
the top of the page. You can also download your report two ways: as a quick download or as a
download to a .csv or .xls file that you can save and view later.

Chargeback Report

Note: This report is available for External Managers and External Users.


The Chargeback Summary Report displays your chargeback activity up to the previous 24 months.
You can narrow down the data you want to display by selecting dates in the filter, located in the
header at the top of the page. You can also download your report two ways: as a quick download or as a download to a .csv or .xls file that you can save and view later.

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