Optimization Protection

Reporting changelog

July 14, 2025

API Release v1.3.0

New

New features for Reporting API
Feature name	Description
Monthly fiscal schedule	Schedule monthly reports according to your specific fiscal schedules to aid in the reconciliation of reports based on your business calendar.
Month to date (MTD) schedule	Generate reports that contains data from the start of the month to the current date.
Report lag	Report Lag feature allows you to delay the report generation by a couple of days to accommodate the late arrival of information.
API specification	API specification version 1.3.0 was released.

The following fields were added in the API specifications v1.3.0:

New fields added to the API Specification
Field name	Description	Endpoint
frequencyConfig.`scheduleFrequency`	Added new enum values: monthly-fiscal mtd	Added to the request and response: `POST /reports` - Create a new report configuration `PATCH /report-configs/{report-configuration-id}` - Update an existing report configuration Added to the response: `GET /report-configs` - Get a list of available report configurations `GET /report-configs/{report-configuration-id}` - Get details of a specific report configuration
frequencyConfig.`reportLag`	Added to the request and response.
`reportConfigurationId`	Added new query parameters/filters	`GET /reports` - Get a list of available reports
`reportEndDate`
`reportStartDate`

API Release v1.2.1

New

New features for Reporting API
Feature name	Description
Quick integration	Quickly integrate with the Reporting API using pre-configured preset reports.
Custom integration	Customize your reports and integrate with the Reporting API
Preset reports	Preset reports are pre-configured reports that are tailored to provide reporting data across all phases of the payments lifecycle which can be used for research and reconciliation. Following are the different preset reports: Authorization Report Charge Summary Deposit Details Deposit Activity Summary Dispute Details Exception Report Financial Activity Summary Funded Transaction Fee Details Interchange Qualification Report Transaction Fee Details
Attribute glossary	A glossary of the valid values and their definitions for various attributes associated with the 3000 series report types.
Attribute categories	Attribute categories are now displayed for the report types. Categories assist in making informed decisions when creating custom reports for specific use cases.
API specification	API specification version 1.2.1 was released.

The following fields were added in the API specifications v1.2.1:

New fields added to the API Specification
Field name	Description	Endpoint
reportTypeFields.`attributeCategories`	Added to the response.	`GET /report-types/{report-types-id}` - Get details for a specific report type

API Release v1.2.0

New

New features for Reporting API
Feature name	Description
Reporting groups	Reporting groups enables you to group entities together, allowing them to generate reports based on a group ID instead of individual entities. This feature is useful for creating standard, custom, and popular reports on a group of entities tailored to your business needs. Learn how to manage reporting groups.
Get report types	Retrieve report types based on the gatewayRegion and the paymentMethodGroup. They new payment method groups are: Global Payment Methods - Indicates that the report type contains data for global payment methods, such as Visa, Mastercard, Amex, Discover. Local Payment Methods - Indicates that the report type contains data from local payment methods, such as Alipay, Sofort, iDeal, Trustly. Global & Local Payment Methods - Indicates that the report type contains data from both global payment methods and local payment methods.
API specification	API specification version 1.2.0 was released.

The following fields were added in the API specifications v1.2.0:

New fields added to the API Specification
Field name	Description	Endpoint
`reportingGroupList`	Added to the response.	`POST /reporting-groups` - Create new reporting groups `GET /reporting-groups` - Get a list of available reporting groups `PATCH /reporting-groups` - Update an existing reporting group
reportingGroupList.`reportingGroupId`
reportingGroupList.`reportingGroupType`
reportingGroupList.`reportingGroupStatus`
reportingGroupList.`childEntityInfo`
reportingGroupList.`reportingGroupDescription`
reportingGroupList.`reportingGroupName`
`reportingGroupName`	Added to the request and response.	`POST /reporting-groups` - Create new reporting groups `PATCH /reporting-groups` - Update an existing reporting group
`reportingGroupDescription`
`childEntityInfo`
childEntityInfo.`entityType`
childEntityInfo.`entityIds`

API Release v1.1.2.0

Change

Feature changes to Reporting API
Feature name	Description
Scheduled and Ad hoc report configurations	Enhanced the documentation to provide more information on report configurations and how to use them.
Manage report configurations	Enhanced the code block for `PUT /report-configs`.