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titleFilter Definitions
  • Date Range Type :

    • Transaction Created Date : Filter by the date that the specific transaction was created on (this is not always the original order date.

    • Order Created Date : Filter by the date that the order was originally placed.

    • Purchase Created Date : Filter by the date the continuity purchased was started.

  • Date Range : Choose either the defaulted date ranges or your own specific dates.

  • Campaign : Filter for transactions within a specific campaign.

  • Campaign Category : Filter for transaction within a specific campaign category.

  • Product : Filter for transactions where a specific base product was purchased.

  • Product Category : Filter for transactions from a specific product category.

  • Campaign Product : Filter for transactions where a specific campaign product was purchased.

  • Affiliate : Filter for transactions associated with a specific affiliate.

  • Call Center : Filter for transactions associated with a specific call center.

  • Base Currency : Filter for transactions that ran in a specific currency.

  • Country : Filter for transactions from customers in a specific country.

  • Bill Type : Filter for New Sale transactions, Recurring transactions, or both.

  • Billing Cycle : Filter for transactions from a specific billing cycle.

  • Recycle # : Filter for transactions from a specific recycle billing cycle/attempt.

  • Txn (Transaction) Type : Filter to Sale, Authorize, Capture, COD, Void, Refund, Authorized and Sale, Refund and Void, and/or Authorized and Not Captured.

  • Response Type : Filter to Success, Soft Decline, Hard Decline, or COD Pending transactions

  • Fraud Status : Filter for transactions that were Approved, Rejected, Pending, or Error; due to a Fraud Plugin like Fraud Manager.

  • Funnel : Filter for transactions that came from a specific funnel.

  • Gateway : Filter for transactions that ran against a specific gateway.

  • Gateway Category : Filter for transactions that ran against a specific gateway category.

  • Gateway Type : Filter for transactions that ran against a specific gateway type (NMI, Auth.net, Stripe, PayPal, etc)

  • Card Type : Filter for transactions where a specific card type was used

  • Credit/Debit : Filter for transactions that used a credit or debit card.

  • Prepaid Cards : Filter for transactions that used a prepaid card.

  • 3D Secure :  Filter for transactions that are Protected or Not Protected.

  • Exclude Test Cards : This toggle will omit transactions that were placed with a CRM test card.

  • Exclude Decline Saves : This toggle will exclude transactions that were declined but retried successfully.

  • Get Count Only : This toggle will retrieve the total count only. It will not retrieve chart, summary, KPIs or table results. This does not affect export. A full export can be done with this checked.

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