There are a number of reporting options in the Control Panel; what’s available to you will depend on your account setup. If you see a report in the Control Panel that isn’t listed below, contact us for additional information.

Decline analysis

  • Search results can help you analyze decline rates
  • Search criteria are customizable (e.g. can set date ranges, search for specific payment methods)
  • Can sort results by processor decline code

Expiring cards

  • Can view and download details for all expiring and expired cards

Settlement batch summary

  • Presents transactions processed in each batch, categorized by payment method
  • Can be emailed automatically to Control Panel users
  • May help with reconciliation


  • Delivery method and timeframe will vary depending on account setup
  • Some merchants can see statements in the Control Panel under the Documents menu
  • Most statements contain specific pricing and fees
  • May help with reconciliation
  • Contact our Accounts team for details on statements for your account setup

Transaction-Level Fee Report

  • Available for US merchants only
  • Provides transaction-level breakdown of fees assessed
  • Available for merchants on IC+ and blended or flat rate pricing models

Transaction summary

  • Shows transactions currently categorized as successful or unsuccessful within a given date range
  • Can set group and filter parameters (e.g. by merchant account, card type, customer location)
  • Should not be used for reconciliation because transaction statuses can change and cutoff times and fee structures vary based on account setting


  • Tax form that is only applicable to US-domiciled accounts
  • If applicable, all merchants will receive a 1099-K automatically; delivery method depends on account setup

Still have questions?

If you can’t find an answer, contact our Support team

← Back to Previous Page