Payment reports

This topic describes how to view and use payment reports.

Use payment reports to view and interact with detailed payment data.

Use this process to analyze Dynamic Currency Conversion (DCC) reports. DCC provides the customer with the choice to be billed in the original transaction currency, or the customer's local currency. For more information, see DCC.

By default, one filter is applied to the DCC markup report. To view or edit the filter: Press Filters.

1. In the left navigation bar, press Reports.
2. In the Payment reports section, press DCC markup.
3. In the top right of the page, press the date picker, then select a date range.
   To make a quick date range selection, on the right of the date picker, press then make a selection.
4. In the dropdown, select a metric to analyze.

Use this process to analyze declined transactions by gateway response message. For more information, see Payment gateway response codes and messages.

1. In the left navigation bar, press Reports.
2. In the Payment reports section, press Declined transactions.
3. In the top right of the page, press the date picker, then select a date range.
   To make a quick date range selection, on the right of the date picker, press then make a selection.
4. In the left of the page, in the dropdown, select a message type:
   • Gateway response message: Gateway response messages that map to Rebilly system messages.
   • Gateway response original message: Original gateway response messages.
5. Optionally, to filter the messages by attribute: In the right of the page, press Filters, then define and apply filters.

Use dispute reports to analyze disputed payments by month.

1. In the left navigation bar, press Reports.
2. In the Payment reports section, press Disputes.
3. Press the month dropdown and select a month.
4. In the dropdown, select a metric to analyze.

Use dispute delay reports to analyze how long disputed payments take to be processed or resolved, over a specified period of time.

1. In the left navigation bar, press Reports.
2. In the Payment reports section, press Dispute delays.
3. In the top right of the page, press the date picker, then select a date range.
   To make a quick date range selection, press on the right of the date picker, then make a selection.
4. In the dropdown, select a metric to analyze.

Time series reports display one row for each day. Transactions are grouped into days by their Processed time value. Each column describes one sub-aggregation value, and the last column describes the total. Reports include sale and capture transactions only.

The Total column displays the aggregated value for all transactions for the day. This value does not depend on the sub-aggregation type, so the values in the other columns may not add up to the total.

Each transaction is included in the total once, even if it matches more than one sub-aggregation value. Transactions that do not match a sub-aggregation value are also included in the total.

A transaction with an offsite, pending, or waiting-approval status is incomplete.

This section describes the metrics that are displayed in the time series report.

Use this process to analyze and aggregate payments data over a specified period of time.

1. In the left navigation bar, press Reports.
2. In the Payment reports section, press Time series.
3. In the top right of the page, press the date picker, then select a date range.
   To make a quick date range selection, press on the right of the date picker, then make a selection.
4. In the Aggregation type dropdown, select a value.
5. In the Sub-aggregation type dropdown, select a value.
   Time series reports display one page at a time. To move to the next or previous page, scroll to the bottom of the page.

Use transaction reports to graph transaction data. Filter the graph by a range of metrics, and by time. Transaction reports contain money, approval, and count reports. These reports update as you change the metrics and filters of the graph.

1. In the left navigation bar, press Reports.

2. In the Payment reports section, press Transactions.

3. In the top right of the page, press the date picker, then select a date range.
   To make a quick date range selection, press on the right of the date picker, then make a selection.

4. Select from the following:

   Add or remove metrics from the graph

   On the graph, press the Select metrics dropdown, then select or clear metrics.

   View additional details on the graph

   Mouse-over or press the graph.

   Select unit of time

   On the graph, press Minute, Hourly, Daily, or Monthly. Minute is unavailable for date ranges longer than 72 hours.

   Filter data that is displayed in the graph

   1. Above the graph, press Filters.
   2. In the Filter dropdown, select a filter.
   3. In the Operation dropdown, select a condition.
   4. In the Value field, enter or select values.
   5. Press Apply filter. You can add multiple filters to a segment.

   Delete a filter

   1. Above the graph, press Filters.
   2. On the right of the filter, press Delete.

   Restore the graph to the default state

   In the top right of the page, press Restore parameters.

Use money reports to analyze payment transactions by one or more variables over a specified period of time.

This section describes the metrics that are displayed in the money report.

Use this process to analyze payment transactions by one or more variables over a specified period of time.

1. In the left navigation bar, press Reports.
2. In the Payment reports section, press Transactions.
3. In the bottom of the page, press Money report.
4. In the dropdown, select a value.

Use approval reports to analyze approved payment transactions by one or more variables over a specified period of time.

This section describes the metrics that are displayed in the approval report.

Use this process to analyze approved payment transactions by one or more variables over a specified period of time.

1. In the left navigation bar, press Reports.
2. In the Payment reports section, press Transactions.
3. In the bottom of the page, press Approval report.
4. In the dropdown, select a value.

Use count reports to analyze the number of payment transactions based on one or more variables over a specified period of time.

This section describes the metrics that are displayed in the count report.

Use this process to analyze the number of payment transactions based on one or more variables over a specified period of time.

1. In the left navigation bar, press Reports.
2. In the Payment reports section, press Transactions.
3. In the bottom of the page, press Count report.
4. In the dropdown, select a value.