Optimization Protection
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 name | Description | Report type |
|---|---|---|
| Account updater | 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 details | Provides a summary of the successful and unsuccessful authorizations and associated authorization details for each merchant order number. | Transaction details |
| Billing schedule activity | Provides both summary and detailed views at the billing cycle level and can be used to monitor and review all managed billing cycle activities offered by merchants. | Managed billing |
| Charge summary | Provides details of the fees charged and associated tax for the selected reporting period. | Submission details |
| Closed batch summary | Provides both summary and detailed views of closed batch (submission) activity, including batch identifiers, merchant identifiers, payment methods, response outcomes, and key timestamps. | Submission details |
| Consumer profile overview | 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 | 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 | Provides a summary of the following for the selected reporting period:
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| Dispute details | 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 | Provides a summary of the successful and unsuccessful transactions and details of unsuccessful transactions (Declined/Rejected/Cancelled/On-Hold). | Transaction details |
| Financial activity summary | 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 | Provides sale, refund, fee, and adjustments details for each merchant order number which has a confirmed fund transfer. | Fee details |
| Interchange qualification | Provides a summary of the transactions associated with various interchange qualifications and associated interchange details for each merchant order number. | Submission details |
| Recurring program next billing | Provides both summary and detailed views at the recurring program level. It can be used to identify all active profiles, profiles with suspended payment methods, and profiles with cards expiring prior to the next billing date. | Managed billing |
| Token provisioning and lifecycle | 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 | Provides sale, refund, fee, and adjustments details for each merchant order number with emphasis on financial activity. | Submission details |