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 |
|---|---|---|
| Authorization Report | Provides a summary of the successful and unsuccessful authorizations and associated authorization details for each merchant order number. | Transaction Details Report Type |
| Charge Summary | Provides details of the fees charged and associated tax for the selected reporting period. | Submission Details Report Type |
| 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 Report Type |
| Deposit Activity Summary | Provides a summary of the following for the selected reporting period:
|
Submission Details & Settlement Summary Report Type |
| 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 Report Type |
| Exception Report | Provides a summary of the successful and unsuccessful transactions and details of unsuccessful transactions (Declined/Rejected/Cancelled/On-Hold). | Transaction Details Report Type |
| 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. | Settlement Summary Report Type |
| Funded Transaction Fee Details | Provides sale, refund, fee, and adjustments details for each merchant order number which has a confirmed fund transfer. | Fee Details Report Type |
| 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 Report Type |
| Transaction Fee Details | Provides sale, refund, fee, and adjustments details for each merchant order number with emphasis on financial activity. | Submission Details Report Type |