The transaction summary gives you a high-level overview of transactions currently categorized as successful or unsuccessful within a given date range. Think of it as a report version of the Dashboard in your Control Panel—it can be a good tool for spotting some processing trends, but it’s not a tool that can be used for reconciliation because transaction statuses can change. Contact our Accounts team for more guidance.

Running a transaction summary

  1. Log into the Control Panel
  2. Under Transactions, click Transaction Summary
  3. Choose how you would like to group your results
  4. Choose a custom date range or use the shortcut buttons
  5. Click Run Transaction Summary

Interpreting transaction summary results

The Group by fields that you specified when running the summary make up the rows of this table; the columns are transaction statuses.

The amounts displayed are representative of transactions that are currently in these statuses. For example, a transaction that is currently in the Authorized status will show up as part of the total in the Authorized column.

Still have questions?

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


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