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 updated | 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 | Provides a summary of the successful and unsuccessful authorizations and associated authorization details for each merchant order number. | Transaction details |
| Charge summary | Provides details of the fees charged and associated tax for the selected reporting period. | 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 |
| 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 |