# JPMC-PDP Documentation from https://developer.payments.jpmorgan.com

# 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.

## Before you begin

You must opt-in to access preset reports either via Commerce Center or use the preset report configuration via Reporting API.

## Preset reports

 
**Preset report details**

| Preset report name | Description | Report type | 
| --- | --- | --- | 
| [Account updated](/docs/commerce/optimization-protection/capabilities/reporting/preset-reports/account-updated-report) | Provides a comprehensive summary of account updater activities, detailing the volume, and types of updates, as well as the methods used for all accounts processed during the reporting period. | Account updater | 
| [Authorization](/docs/commerce/optimization-protection/capabilities/reporting/preset-reports/authorization-report) | Provides a summary of the successful and unsuccessful authorizations and associated authorization details for each merchant order number. | Transaction details | 
| [Charge summary](/docs/commerce/optimization-protection/capabilities/reporting/preset-reports/charge-summary-report) | Provides details of the fees charged and associated tax for the selected reporting period. | Submission details | 
| [Consumer profile overview](/docs/commerce/optimization-protection/capabilities/reporting/preset-reports/consumer-profile-report) | Provides a summary and detailed view on profile information, such as the profile status being active or not, contact information of the profile, and the methods of payment the consumer uses. | Consumer profile overview | 
| [Deposit details](/docs/commerce/optimization-protection/capabilities/reporting/preset-reports/deposit-details-report) | Provides details of sale and refund transactions for each merchant order number along with Interchange & Assessment fees for each transaction for the selected reporting period. | Submission details | 
| [Deposit activity summary](/docs/commerce/optimization-protection/capabilities/reporting/preset-reports/deposit-activity-summary-report) | Provides a summary of the following for the selected reporting period: - Settled sales and refunds - Conveyed sales and refunds - Fees and adjustments - Funds Transfer activity | - Submission details - Settlement summary | 
| [Dispute details](/docs/commerce/optimization-protection/capabilities/reporting/preset-reports/dispute-details-report) | Provides the summary and details of disputes activity such as chargebacks, debit adjustments and ECP returns for the selected reporting period. | Dispute details v2 | 
| [Exception](/docs/commerce/optimization-protection/capabilities/reporting/preset-reports/exception-details-report) | Provides a summary of the successful and unsuccessful transactions and details of unsuccessful transactions (Declined/Rejected/Cancelled/On-Hold). | Transaction details | 
| [Financial activity summary](/docs/commerce/optimization-protection/capabilities/reporting/preset-reports/financial-activity-summary-report) | Provides a summary of the net financial activity, daily ending/reserve balance and funds transfers (Pending/Effective/Rejected) for a specified reporting period. | Financial activity summary | 
| [Funded transaction fee details](/docs/commerce/optimization-protection/capabilities/reporting/preset-reports/funded-transaction-fee-details-report) | Provides sale, refund, fee, and adjustments details for each merchant order number which has a confirmed fund transfer. | Fee details | 
| [Interchange qualification](/docs/commerce/optimization-protection/capabilities/reporting/preset-reports/interchange-qualification-report) | Provides a summary of the transactions associated with various interchange qualifications and associated interchange details for each merchant order number. | Submission details | 
| [Token provisioning and lifecycle](/docs/commerce/optimization-protection/capabilities/reporting/preset-reports/token-lifecycle-report) | Provides detailed insights into the process of tokenization, focusing on the provisioning of tokens and cryptograms for different methods of payment. | Token provisioning and lifecycle | 
| [Transaction fee details](/docs/commerce/optimization-protection/capabilities/reporting/preset-reports/transaction-fee-details-report) | Provides sale, refund, fee, and adjustments details for each merchant order number with emphasis on financial activity. | Submission details | 

## Related

[Quick integration](/docs/commerce/optimization-protection/capabilities/reporting/integration-options/quick-integration)
 [Custom integration](/docs/commerce/optimization-protection/capabilities/reporting/integration-options/custom-integration)