# JPMC-PDP Documentation from https://developer.payments.jpmorgan.com # Reporting changelog ## April 2, 2026 **API Release v1.4.0** **New** **New features for Reporting API** | Feature name | Description | | --- | --- | | [Heterogeneous reporting groups](/docs/commerce/optimization-protection/capabilities/reporting/reporting-groups#heterogeneous-grouping) | Heterogeneous Reporting Groups (RGH) allow you to group different entity types together (CO, BU, and TD), enabling report generation based on a group ID rather than individual entities. | | [Financial activity summary report type](/docs/commerce/optimization-protection/capabilities/reporting/report-types#postfunded-report-types) | A new post-funded report type that summarizes daily sales/refunds, fees, adjustments, net financial activity, balance, and funds transfers (pending, rejected and effective) for a specified reporting period. | | [VAS report types](/docs/commerce/optimization-protection/capabilities/reporting/report-types#value-added-services-vas-report-types) | Value Added Service (VAS) report types allow you to create reports for VAS services. Following are the VAS report types: - Account updater - Consumer profile overview - Token provisioning and lifecycle | | [VAS Preset reports](/docs/commerce/optimization-protection/capabilities/reporting/preset-reports/overview) | Three new VAS preset reports are added using the VAS report types so you can quickly integrate and use them to generate VAS reports. Following are the new preset reports: - [Account updated preset report](/docs/commerce/optimization-protection/capabilities/reporting/preset-reports/account-updated-report) - [Consumer profile overview preset report](/docs/commerce/optimization-protection/capabilities/reporting/preset-reports/consumer-profile-report) - [Token provisioning and lifecycle report](/docs/commerce/optimization-protection/capabilities/reporting/preset-reports/token-lifecycle-report) | | [API specification](/api/commerce/optimization-protection/reporting/reporting) | API specification version 1.4.0 was released. | The following fields were added in the API specifications v1.4.0: **New fields added to the API Specification** | Field name | Description | Endpoint | | --- | --- | --- | | reportFormatList[].reportFormat | Added new enum value: - XLSX | Added to the request: - POST /reports - [Create a new report configuration](/api/commerce/optimization-protection/reporting/reporting#/operations/v1CreateReportConfiguration) Added to the request and response: - PUT /report-configs/{report-configuration-id} - [Update an existing report configuration](/api/commerce/optimization-protection/reporting/reporting#/operations/v1UpdateReportConfigurationByReportConfigurationId) Added to the response: - GET /report-configs/{report-configuration-id} - [Get details of a specific report configuration](/api/commerce/optimization-protection/reporting/reporting#/operations/v1GetReportConfigurationByReportConfigurationId) | ## July 14, 2025 **API Release v1.3.0** **New** **New features for Reporting API** | Feature name | Description | | --- | --- | | [Monthly fiscal schedule](/docs/commerce/optimization-protection/capabilities/reporting/report-configurations/scheduled-adhoc#monthlyfiscal-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](/docs/commerce/optimization-protection/capabilities/reporting/report-configurations/scheduled-adhoc#month-to-date-mtd-schedule) | Generate reports that contains data from the start of the month to the current date. | | [Report lag](/docs/commerce/optimization-protection/capabilities/reporting/report-configurations/scheduled-adhoc#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/commerce/optimization-protection/reporting/reporting) | 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](/api/commerce/optimization-protection/reporting/reporting#/operations/v1CreateReportConfiguration) - PUT /report-configs/{report-configuration-id} - [Update an existing report configuration](/api/commerce/optimization-protection/reporting/reporting#/operations/v1UpdateReportConfigurationByReportConfigurationId) Added to the response: - GET /report-configs - [Get a list of available report configurations](/api/commerce/optimization-protection/reporting/reporting#/operations/v1ListReportConfigurations) - GET /report-configs/{report-configuration-id} - [Get details of a specific report configuration](/api/commerce/optimization-protection/reporting/reporting#/operations/v1GetReportConfigurationByReportConfigurationId) | | frequencyConfig.reportLag | Added to the request and response. | | reportConfigurationId | Added new query parameters/filters | - GET /reports - [Get a list of available reports](/api/commerce/optimization-protection/reporting/reporting#/operations/v1ListReports) | | reportEndDate | | reportStartDate | ## March 27, 2025 **API Release v1.2.1** **New** **New features for Reporting API** | Feature name | Description | | --- | --- | | [Quick integration](/docs/commerce/optimization-protection/capabilities/reporting/integration-options/quick-integration) | Quickly integrate with the Reporting API using pre-configured preset reports. | | [Custom integration](/docs/commerce/optimization-protection/capabilities/reporting/integration-options/custom-integration) | Customize your reports and integrate with the Reporting API | | [Preset reports](/docs/commerce/optimization-protection/capabilities/reporting/preset-reports/overview) | 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](/docs/commerce/optimization-protection/capabilities/reporting/attribute-glossary) | A glossary of the valid values and their definitions for various attributes associated with the 3000 series report types. | | [Attribute categories](/docs/commerce/optimization-protection/capabilities/reporting/how-to/get-report-types) | 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/commerce/optimization-protection/reporting/reporting) | 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/commerce/optimization-protection/reporting/reporting#/operations/v1ListReportTypesByReportTypeId) | ## Dec 13, 2024 **API Release v1.2.0** **New** **New features for Reporting API** | Feature name | Description | | --- | --- | | [Reporting groups](/docs/commerce/optimization-protection/capabilities/reporting/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](/docs/commerce/optimization-protection/capabilities/reporting/how-to/manage-reporting-groups). | | [Get report types](/docs/commerce/optimization-protection/capabilities/reporting/how-to/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/commerce/optimization-protection/reporting/reporting) | 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](/api/commerce/optimization-protection/reporting/reporting#/operations/v1ReportingGroupPost) - GET /reporting-groups - [Get a list of available reporting groups](/api/commerce/optimization-protection/reporting/reporting#/operations/v1ReportingGroupGet) - PATCH /reporting-groups - [Update an existing reporting group](/api/commerce/optimization-protection/reporting/reporting#/operations/v1ReportingGroupPut) | | 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](/api/commerce/optimization-protection/reporting/reporting#/operations/v1ReportingGroupPost) - PATCH /reporting-groups - [Update an existing reporting group](/api/commerce/optimization-protection/reporting/reporting#/operations/v1ReportingGroupPut) | | reportingGroupDescription | | childEntityInfo | | childEntityInfo.entityType | | childEntityInfo.entityIds | ## May 14, 2024 **API Release v1.1.2.0** **Change** **Feature changes to Reporting API** | Feature name | Description | | --- | --- | | [Scheduled and Ad hoc report configurations](/docs/commerce/optimization-protection/capabilities/reporting/report-configurations/scheduled-adhoc) | Enhanced the documentation to provide more information on report configurations and how to use them. | | [Manage report configurations](/docs/commerce/optimization-protection/capabilities/reporting/how-to/manage-report-configurations) | Enhanced the code block for PUT /report-configs. |