Transaction Search

To search for a specific transaction or a set of them, use the Transaction Search option. If the search yields multiple pages, page numbers and a Next link will appear at the bottom of the grid. Merchants can click these links to quickly traverse the result set.
 
Step 1: Select the Transaction Search 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
» Dispute

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
» Voice Capture
» Verification
» Balance Inquire
» Passenger Refund
» Passenger Void
» Offline
» Incremental Autorization
» 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 an 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. Processor the processor through which the transaction was processed.

8. Order ID the Order Identification Number.
9. Account Number any consecutive digits from an account number, usually the first six or last four.
10. Card Issuer the issuer of the credit card used for the transaction.

11. Last Name the last name of the customer.
12. Customer ID
13. Date From and Date To used to refine the date range of the transaction result set.

 
14. Speed Dates feature is used to quickly choose a commonly used range. Speed Dates are as follows:
» Today
» This Week
» This Month
» This Quarter
» This Year
» Yesterday
» Last Week
» Last Month
» Last Quarter
» Last Year
» Past 3 Days
» Past 7 Days
» Past 30 Days
» Past 60 Days
» Past 90 Days
» Past 180 Days
» Past 365 Days

15. Report Type Determines how the data will be presented in the grid. Detail produces a list. Summary includes summaries and totals with drill down capabilities. 
» Detail
» Summary

 
16. Group By works only with Summary Reports to determine how the result set will be grouped for display:
» Day
» Month
» Year
» Payment Type
» Processor
» Merchant Account
» Transaction Source
» Batch ID
» Card Type
» User Department
» Operation Status

 
Step 3: Click the Submit.

The results will be displayed in a grid with powerful data manipulation features. 
 
Results Grid (Report Type = Detail)
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. Column Chooser – additional fields can be added to the grid by clicking the Show Additional Fields button and dragging these fields to the grid in the place where they should appear. Additional fields are: 
        » Account 
        » Address 
        » Batch ID 
        » City 
        » Code Description
        » Company Name
        » Countrry
        » Currency
        » Customer ID
        » Elapsed Time (ms)
        » Email
        » eWallet Type
        » IP address
        » Message
        » Order Description
        » Order ID
        » Passenger Name
        » Phone
        » Postal Code
        » Source Type
        » User Department
        » Xref
               

Results Grid (Report Type = Summary)

The Summary report is grouped by the currency by default. In addition user can group this report by the following data:
        » Do not group
        » Day
        » Month
        » Year
        » Payment Type
        » Processor
        » Merchant Account
        » Transaction Source
        » Batch ID
        » Card Type
        » User Department
        » Operation Status

To view the list of transactions user can click any cell in the grid. The drill down window will appear with the grid with the following columns:
        » ID
        » Type
        » Status
        » Module
        » Customer Name
        » Date
        » Payment Type
        » Amount

User can export this grid to Excel by pressing the "Export to Excel" button. Also user can click the transaction ID and open the receipt of this transaction.

Export Report Option

User can select witch columns he wants to export by clicking on the export settings icon:
        » Export All Columns
        » Export Visible Columns

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.


lll. 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.
 
Save Report Option
Any set of search criteria can be saved by entering the Report Name and pressing the Save icon. After that user can view this report on the Saved Reports page.

 
Set Email Schedule
User is able to set Email Schedule for any report by entering the Report Name and pressing the Email Schedule icon.

 
The dialog with the following sections appears:
  • Frequency - the frequency of emails with report;
  • Duration - until what date emails with report will be sent to specified email addresses;
  • Email - email addresses to what report will be sent (user can specify several emails separated by comma).
 
After all data is entered and the Save/Exit button is pressed the report appears (or becomes updated) in Saved Reports grid.
 
Transaction Receipt

User is able to view transaction details by clicking on its ID in the grid.

Here you can see several buttons at the top of the page by means of which you can perform different actions with the transaction.
1. Auth/Sale/Credit/Offline – process a transaction with pre-filled data from the current transaction.
2. Capture/Void/Refund – process secondary operation for the current transaction.
3. Mail Receipt – send the transaction receipt to any email address.

 
4. Print Receipt – print the transaction receipt.

5. Add to Data Vault – add the customer to Data Vault.


6. Transaction Failed – manually fail current transaction.
 
 
 
 
 
 
 
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