Transaction Report

The transaction report is designed to provide the merchant with a detailed transaction report showing all data collected during the transaction process. Each payment code processed as part of the transaction will appear as a separate line item so a merchant may easily reconcile individual payment codes. To access the report click the Reporting link in the left navigation panel and select Notifications.

Filter Criteria

Begin Date – Used to select the first day of transactions the report will display.
End Date – Used to select the last day of transactions the report will display.
Begin Time - Used in conjunction with End Time to search for transactions within a certain time frame. The time needs to be entered in a 24 hour format (i.e. 8 am = 08:00, 5:00pm = 17:00). The time is based on the merchant's time zone. 
End Time - Used in conjunction with Begin Time to search for transactions within a certain time frame. The time needs to be entered in a 24 hour format (i.e. 8 am = 08:00, 5:00pm = 17:00). The time is based on the merchant's time zone.
Amount – This field can be used to search for a specific transaction by amount.
Approval Code – This field can be used to search for a specific transaction by the approval code displayed on the receipt. 
Last 4 – This field can be used to search for a specific transaction by the last 4 digits of the payment method. 
Account # – This field can be used to search for a specific transaction by the merchant defined account number. 
First Name – This field can be used to search for a specific transaction by first name.
Last Name – This field can be used to search for a specific transaction by last name. 
Card Holder Name – This field can be used to search for a specific transaction by cardholder name.
Confirmation # – This field can be used to search for a specific transaction by the confirmation number displayed on the receipt. 
Payment Code – This field can be used to search for transactions where a specific payment code was used. This field is intended for the code only not the payment code description. 
Payment Method – This drop down menu can be used to search for transactions by payment methods or types.

Transaction Result – This drop down menu can be used to search for transactions by the transaction result.

Transaction Type – This drop down menu can be used to search for transactions by the transaction type.

Payment Channel – This drop down only appears if the Get All Details link is clicked from the transaction summary screen. This menu allows the merchant to search for transactions processed using a specific payment channel. The items marked in red indicate items which are designed for future growth. 

API – This will report all transactions processed via an ArgoFire API
Web – This will report all FastTransact payment page transactions processed via non-mobile devices (PCs, Mac's, laptops, etc.)
Consumer Mobile – This will report all FastTransact transactions processed via mobile devices such as iPhones and Android smartphones
Merchant Mobile – This will report all transactions processed via the mobile application
Virtual Terminal – This will report all transactions processed via the ArgoFire virtual terminal
POS – This will report all transactions processed via a countertop terminal (Hypercoms, Verifones, etc.)
IVR – This will report all transactions processed via the IVR
Cash – This will report all transactions processed as cash.
MID# - This drop down can be used by merchants with multiple FastTransact accounts tied to the user account. The drop down will display all applicable MID's and if a specific MID is chosen only transactions associated to that MID will be displayed.

Display Options

The transaction report also allows for the merchant to choose what fields to display on the report.

By default all fields will be selected. If the merchant does not want a specific field(s) to display the check box next to the field should be turned off. Turning the option off will result in the field not being displayed in the on screen report or in the exported Excel version. 

Once the merchant selects the desired filter criteria and/or display options the user can click the submit button and the report will be displayed. 

The merchant will be able to see a total number of records, as well as total volume, displayed at the bottom of the screen.

Merchant Admins can now save 'Display Options' under “Reports”, under “Transaction”, under “Search”, under “Summary”, “get all details”, web, mobile links. So that user will not have to re-do the column selection every time.

This feature is to help clients with saving the preference for the columns they want.