Select Reports > then go to Payments > then click Transaction Details.
Enter information into any of the options in the Filters section to find a customer of group of customers and then click Go
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Date Range - Use the defaulted date ranges or specific dates to find the transaction:
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The Transaction Details Report is found under Reports → Payments → Transaction Details
This report is designed to show the individual transactions that have occurred within your CRM.
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Use the Date Range and Filter selections to refine your search.
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Campaign - Choose the Campaign the transaction is in from the drop-down menu.
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Campaign Category - Choose the Campaign Category the transaction is in from the drop-down menu.
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Product - Choose the specific Product the customer bought from the drop-down menu.
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Affiliates - Choose the Affiliate the customer derived from in the drop-down menu.
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Call Center - Choose the Call Center the customer came through from the drop-down menu.
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Bill Type - Choose whether the transaction is a New Sale or a Recurring billing cycle from the drop-down menu.
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Billing Cycle - Choose which Billing Cycle the customer is on from the drop-down menu.
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Recycle # - Choose the Decline Salvage attempt number from the drop-down menu.
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Gateway Type - Choose which Gateway the transaction was made on from the drop-down menu.
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Card Type - Choose the Card Type from the drop-down menu.
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Mid - Choose the actual Mid the transaction is going through from the drop-down menu.
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Txn Type:
- Sale
- Authorize
- Capture
- Void / Refund
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Response Type:
- Success
- Soft Decline
- Hard Decline
The Transaction Details are shown in both graph and table form:
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Click the green Search button once you have made your filter selections. Once a search is submitted, scroll down to view the charts and data tables.
The charts provide a visual representation for the New Sales, Recurring Bills, Refunds, Expenses, and Total Revenue .
The table shows more detailed information about the transactions:
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for the transactions being displayed on the table below. You may select to view the chart as a bar graph or line graph.
The table at the bottom of the page shows the details of the filtered transactions:
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Transaction Details Table Definitions
Date : The date of the transaction.
Source : The Affiliate that originated the transaction.
Campaign : The title of the campaign the transaction is in.
Customer : The name of customer for the transaction.
Order : The orderId for the transaction
Products : The quantity and name of the product(s) purchased.
Cycle : The transaction’s billing cycle.
Recycle # : The recycle billing cycle attempt.
Type : The type of transaction.
Amount : Total amount of transaction.
Result :
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The result of transaction.
Response :
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The response from gateway.
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Gateway :
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The gateway that transaction ran against.
Txn Id : Transaction ID provided by gateway.
Tax Inv : The tax invoice number; provided by a tax service plugin.