MIMS Transaction Report

To search for a specific transaction or a set of them, use the MIMS Transaction Report option. It is different from Transaction Search by set of filters and set of result grid columns.
 
Step 1: Select the MIMS Transaction Report item in the Reports menu.

 
Step 2: Choose the appropriate Transaction Filters. The choices are as follows: 
 
1. Status the results of a transaction: 
» All
» Successful
» Flagged For Review
» Transaction Failed
» Declined
» Internal Error
» Not Processed
» Wait For Response
» Rejected By Policy
» Rejected By User

 

2.Payment Type the type of payment used in the transaction(s): 
» ACH
» Credit Card
» eCheck
» Star Card
» Cash
» eWallet
 
3. Transaction Type the kind of operation performed: 
» Auth
» Capture
» Void
» Refund
» Sale
» Credit
» Failed
» Passenger Sale
» Passenger Refund
» Passenger Void
» Offline
» Incremental Authorization
» Chargeback
 
4. Transaction ID the identification number of a particular transaction.
Users may also search for multiple Transaction ID numbers at once. Separate different ID numbers by comma to pull up multiple transactions. 
 
5. Operation Source the source of the transaction:
» Undefined – Transaction source could not be traced. This normally should not happen.
» Batch API – From Batch Upload.
» Virtual Terminal – Transaction processed in the payment gateway itself.
» Service API – Transaction has been created as a result of external call to Services API.
» MIMS Service – Transaction has been created as a result of external call to MIMS emulator.  (Merchant Information Management System)
» Billing – Transaction is billed.
» Callback Service
» Payment – Transaction processed in the secure redirect payment page.
» Test – Transaction billed is being tested.
» Email Payment – Transaction has been created as a result of parsing email orders and will appear only for merchants using this functionality.
» Mobile – Transaction comes from mobile device.
» POS – Transaction comes from POS application.
» Data Vault Payment – Tokenized transactions and planed transactions processed by Data Vault clients.
» Checkout – Transaction has been created as a result of a checkout processing.
» ARC File – Transaction has been created as a result of parsing ARC File.
» Wallet API – Transactions processed by Wallet API.
» Gateway UI – Transactions processed in Gateway UI.
» Invoice – Transaction has been created as a result of paying invoice.
» Windows Service.
» Split Funding – Transactions processed using Split Funding.
» 3D Secure – Transactions processed using 3D Secure.
 
6. Email the email of the customer.
 
7. Order ID the Order Identification Number.
 
8. Account Number any consecutive digits from an account number, usually the first six or last four.
 
9. Last Name the last name of the customer.
 
10. Customer ID the ID of the customer
 
11. Date From and Date To used to refine the date range of the transaction result set.
 
12. Speed Dates feature is used to quickly choose a commonly used range. Speed Dates are as follows:
» Today
» This Week
» This Month
» This Quarter
» Yesterday
» Last Week
» Last Month
» Last Quarter
» Past 3 Days
» Past 7 Days
» Past 30 Days
» Past 60 Days
» Past 90 Days
 
Step3: Click the Submit button.
 
Tip: Click on Clear button at any time to reset and clear all the search criteria. 
 
Transactions that meet the criteria in the search fields will be displayed in a list/ grid format with following information: 
1. Transaction ID – the system generated identification number of a transaction.
2. Reference ID
3. Payment Type – the payment type of the transaction
4. Transaction Type - the operation used to create transaction (Sale, Auth, Credit). 
5. Account Number – the number of the account of the certain transaction.
6. Date – the date the transaction took place. 
7. Amount – the amount of the transaction. 
8. Status – the current status of the transaction(s). The Status may change in the event of a subsequent operation such as Capture or Refund.
9. Response Code - response code from the processor
11. Response Text - text of the processor response
10. Auth Code – the authentication code of the transaction. 
 
Additional features allowed by the MIMS Transaction Report page are:
» Export to Excel – Use the Export to Excel button to transfer data to Microsoft Excel.
» Show Additional Fields – To expand the data view for the transaction, use Show Additional Fields. When doing so, a small popup window will display a list of fields that can be added to the existing grid columns. 
 
Tip: Depending on the number of transactions displayed, a number of page options will appear below the grid. Use the Previous and Next buttons to move through the pages. Click the page numbers to navigate to a specific page.
Results Grid
The grid is a powerful way to display results.  When working with a Detail list (selected in the Report Type list box), you may perform several data manipulations directly in the grid. Operations you may perform on the grid are:
 
1. Sort - any column can be sorted in ascending or descending order by clicking its heading, to sort in the opposite direction, click the heading again
2. Filter - column headings with a blank field below them will act as filters when you enter data
3. Reorder - columns can be dragged and dropped anywhere left or right on the grid
4. Remove a Field from the grid - simply activate the Field Chooser window (below) and drag the offending field on to it and release the mouse button. The field will disappear from the grid.
5. Field Chooser - additional fields can be added to the grid by clicking the Show Additional Fields button.
 
Export Report Option
Any result set can be exported to Excel by clicking the Export to Excel button.


There are three cases how export works:
  1. export of the report less than 10 000
  2. export of the report that exceed 10 000 but less than 300 000
  3. export of the report that exceed 300 000
I. Export of the report less than 10 000
If the list of transaction less than 10 000 rows then the file is exported immediately.


II. Export of the report that exceed 10 000 but less than 300 000
If the list of transactions exceeded 10 000 rows then a popup message will appear: "Your search has exceeded the 10 000 row limit. The system will email you when it is ready to download. Continue?"


If user selects "Yes", the report generation will be put in queue and the report will appear on the Download Reports page in Not Processed state. As soon as the report processing is finished, state will change and will reflect the result of the export operation: Processed or Export Failed. If "No" - the popup will close and the report will not be put in queue.


If the file state is Processed, to download the report the user should click on the Download.


III. Export of the report that exceed 300 000
If the list of transactions exceeded 300 000 rows then a popup message will appear: " Your search has exceeded the 300 000 row limit. The system can not generate such report. Please update filters to narrow the report."


In this case the report will not be unloaded.
 
 
 
 
 
 
 
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