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Select Reports > then click on Payments > then click on Transaction Summary



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


The table has three tabs:

By MID, By Campaign & By Source



  • By Mid - You can see a breakdown based on the mid used for the sales.


  • By Campaign - You can see a breakdown of your data by campaign which can be broken down further to see it by product.

  • By Source - You can breakdown your data by source (Affiliate), which can then break down to sub affiliate

  • 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
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