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Transactions Reporting Tab

The second reporting feature allowing visibility to the overall performance of your account as previously mentioned in the article Decline Salvage Performance Report is Transactions. From the Transactions section, you can track and reconcile declines either by the transactions or by the sales. In this article we will look at the transaction aspect. The Transactions menu is further drilled down into two sub menus: Overview and By batch.

Overview

This report allows you to view your declines sent to FlexPay by transaction type (authorize, capture, charge, refund, void) for the selected date period. The transactions are grouped weekly from Sunday-Saturday and by hovering your mouse cursor over the chart, a preview the breakdown by transaction type will appear. 

In the summary table below the bar chart report, the transactions grouped weekly can be individually expanded for details by weekly period. Simply click on the green weekly period to drill down that period. 

The drilled down table will report the transactions by day and ordered from most recent first

By Batch

The batch report reflects the details of batch files sent to FlexPay from your CRM. Batch files are typically used as an alternative to sending FlexPay the declined transactions by API. The batches are also grouped weekly from Sunday-Saturday. Hovering your mouse cursor over the chart will show the number of transactions received for that period. 

In the summary table below the bar chart report, the batches grouped weekly can be individually expanded for details by individual batch. Simply click on the green batch period to drill down that period. 

The batch ID is numerically ordered i.e., the first batch loaded will be identified as "1" and so on and so forth. For larger transaction files, the main file may be broken down into slices to enable FlexPay to process the transactions more efficiently. To see the details within that batch, click on the kebab menu on the right of the batch to Export the file in .xlsx format. A popup will notify you of the file being downloaded. 


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