Transaction Express User Guide - Merchant Service Group

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Transaction Detail Report Search Results 38 [Transaction Express User Guide] • Card Type – This field allows you to specify the Card Type you are looking for. Options include Visa, MasterCard, Discover, Diners, JCB & American Express. Leaving this field set to All will return all Card Types. • Input Source - This field allows you to specify the Input Type of the transaction you are looking for. Options include Virtual Terminal, Batch, Online Post and Web Services. Leaving this field set to All will return all Input Sources. After supplying any specific details into any of the fields described above (if any, they can all be left blank) you can press the Submit button to generate your report. • Add Recurring – Selecting this will allow you to add the Customer and Transaction information as a Recurring transaction. • User ID – This will display the ID of the User who processed the transaction. • Gateway ID – This will display the Gateway ID on which the transaction was processed. • Transaction ID – This will display the Transaction ID assigned by the system. • Customer Reference ID – This will display the Customer Reference ID you supplied for a transaction, if applicable. • Account Name – This is the name on the account for the transaction processed. • Account Number – This is the account number against which the transaction was processed. • Posted Date – This is the date the transaction was entered into Transaction Express. • Status – This is the current status of the transaction. • Transaction Type – This is the type of transaction which was processed. • Amount – This is the amount for which the transaction was processed. • Auth Code – This is the authorization code which was supplied for the transaction • Available Action – This displays the next available step (or action) for the transaction in question. A Settled transaction can be Refunded and an Authorized transaction can be Voided. This action can be performed directly from this report. By clicking on the column header/name, most of these columns can be re-sorted. Once the report output is presented, in the manner desired, it can be Printed or Exported to a CSV or MS Excel format by pressing the buttons presented.
[Transaction Express User Guide] Activity Summary Report Access this by selecting Reports > Activity Summary from the left navigation menu. The Activity Summary report summarizes all Activity on your account. This report will reflect both Approved and Declined transactions and will provide drilldowns by card type. • Payment Type can be set to specify if you are searching for Credit Card or Purchasing Card. • Input Source allows you to specify how the transaction was entered into the system. Options include Virtual Terminal, Web Services and Batch. Set your search criteria and press Submit to have your report pulled. The Activity Summary will display in two sections, Authorization Summary and Settlement Summary. Both sections are summarized by Card Type. By clicking on the + the Authorization Summary section can be expanded and will summarize each Card Type on its own line. The Authorization Summary section will display: • Count of all Attempted Transactions • Count of all Approved Transactions • Count of all Declined Transactions The Settlement Summary section will display: • Count of Settled Transactions • Count of Refunded Transactions 39
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Transaction Express User Guide - Merchant Service Group

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