Select Reports > then click on Payments > then click on Transaction Summary
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Choose which Filters you need to refine your search:
Date Range - Choose either the defaulted date ranges or your own specific dates by clicking the calendar icons:
Campaign - Choose The Campaign the customer is in from the drop-down menu:
Campaign Category - Choose the Campaign Category the customer is in from the drop-down menu:
Product - Choose the Product the customer ordered from the drop-down menu:
Product Category - Choose the Product Category which the customer ordered from the drop down menu:
Affiliates - Choose the Affiliate the customer derived from in the drop-down menu:
Call Center - Choose the Call Center the customer made the transaction through from the drop-down menu:
Bill Type - Choose whether the customer's Bill Type is a New Sale or Recurring bill from the drop-down menu:
Billing Cycle - Choose which Billing Cycle the customer is on from the drop-down menu:
Recycle # - Choose the Decline Salvage attempt number from the drop-down menu:
Transaction Type - Choose the transaction type from the drop-down menu:
Mid - Choose the Mid your customer completed the transaction going through from the drop-down menu:
Merchant Category - Choose the Merchant category your customer completed the transaction going through from the drop down menu:
Gateway Type - A list of all the Gateways you are using in the system. Choose the correct one associated with the customer from the drop-down menu:
Card Type - Choose the Card Type the customer used for the transaction from the drop-down menu:
Credit/Debit - Choose the pay type the customer used for the transaction from the drop down menu:
3D Secure - Choose whether the transaction was 3DS protected or not protected from the drop down menu:
Once you have chosen your filters, click the green "Go" button:
The ”Transaction Summary Report” is displayed in graph and table form:
The graph provides a visual representation of your
New Sales
Recurring Bills
Gross Revenue
Refund Total
Expenses
Chargebacks
Net Revenue
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The table has
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four tabs:
By
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Gateway,
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By Campaign
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, By Source & By Product
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By
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Gateway - You can see a breakdown based on the mid used for the sales.
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By Campaign - You can see a breakdown of your data by campaign which can be broken down further to see it by product.
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By Source - You can breakdown your data by source (Affiliate), which can then break down to sub affiliate
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By Product -
ID : Id of sort type
Merchant / Campaign / Source : Sort type
Sales : New Sales approvals(unique products)
Declines : New Sale declines(unique declines only)
Approval % : New Sale declines + New Sale approvals
Revenue : New Sale Revenue amount
Rebills : Rebill approvals
RB Declines : Rebill declines (unique declines only)
RB Approval % : Rebill approvals/(Rebill approvals + Rebill declines)
RB Revenue : Rebill revenue amount
Refunds : Number of successful Refunds and Voids transactions
Refund Amt : Refund revenue amount includes both successful Refund transactions and successful Void transactions
CB : Number of chargebacks
CB % : Chargebacks/New Sales + Rebills
CB Rev. : Chargedback Revenue Amount
Expenses : Discount price + Shipping discount + Product cost + Shipping cost
Sales Tax : Total Sales Tax Note: This does not represent additional revenue over New Sale and Rebill revenue
Gross Revenue : Sales Revenue + Rebill Revenue
Net Revenue : Sales revenue + Rebill revenue - Refund total - Expense Total