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.

The following reports are standard on most accounts.

Statements

  • 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

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

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

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

1099-K

  • 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.


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