Select Reports > then click on Payments > then click on Transaction Summary
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Choose which Filters you need to refine your search:
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The Transaction Summary Report is found under Reports → Payments → Transaction Summary
This report is designed to give you an overall summary of the transactions within the selected date range.
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Use the Date Range and Filter selections to determine what the report will display data for.
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- 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 three tabs:
By MID, By Campaign & By Source
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- By Mid - 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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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, Gross Revenue, Refund Total, Expenses, Chargebacks, and Net Revenue for the transactions being displayed on the table below. You may select to view the chart as a bar graph, line graph or a pie chart.
The data table can be viewed By Gateway, By Campaign, By Source, By Product, and By Campaign Product, By Currency, By Date, By Funnel
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By Gateway :See a breakdown of the data based on the gateway used for the purchases. By Campaign :See a breakdown of the data by campaign. This data can be further expanded by the products within the campaign by clicking on the green trianglenext to the campaign name. By Source :See a breakdown of the data by source (affiliate). This data can be further expanded by the PublisherId and SubAffiliateId under an affiliate by clicking on the green trianglenext to the Affiliate’s name. By Product :See a breakdown of the data by base product. By Campaign Product : See a breakdown of the data by campaign product. By Currency : See a breakdown of the data by currency. By Date : See a breakdown of the data by date. By Funnel : See a breakdown of the data by funnel. |
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Transaction Summary Table Header Definitions
ID : ID # the gateway, campaign, source, product, or campaign product; dependent on the table you are viewing.
Gateway / Campaign / Source / Product / Campaign Product : Sort type; dependent on the table you are viewing
Sales : New Sales approvals(unique products)
Declines : New Sale declines(unique declines only)
Total Decline % : (New Sale declines + Rebill Declines) / (New Sale declines + New Sale approvals + Rebill declines + Rebill approvals)
Approval % : New Sale approvals / (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
SKU : The SKU for the product (only on the By Product and By Campaign Product tables)
Quantity : How many of the product was purchased (only on the By Product and By Campaign Product tables)
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Additional Notes
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Chargeback numbers on the Transaction Summary Report are based on transaction date (the number of transactions in a date range that have been charged back). Use the chargeback details report to get the number of chargebacks received in a date range. |
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If you include both Auth and Capture on the filter at the same time, the report will only count the auth transactions and ignore the captures. (unless the product is an Auth/Hold trial, in which case the Capture is counted.) |