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
Date Range - Use the defaulted date ranges or specific dates to find the transaction:
Transaction Created Date - Choose the date that the specific transaction was created on (this is not always the original order date.
Order Created Date - Choose the date that the order was originally placed from the drop-down menu.
Purchase Created Date - Choose the date the product was purchased from the drop-down menu.
Campaign - Choose the Campaign the transaction is in from the drop-down menu.
Campaign Category - Choose the Campaign Category the transaction is in from the drop-down menu.
Product - Choose the specific Product the customer bought 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 came through from the drop-down menu.
Bill Type - Choose whether the transaction is a New Sale or a Recurring billing cycle 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.
Gateway Type - Choose which Gateway the transaction was made on from the drop-down menu.
Card Type - Choose the Card Type from the drop-down menu.
Mid - Choose the actual Mid the transaction is going through from the drop-down menu.
Txn Type:
- Sale
- Authorize
- Capture
- Void / Refund
Response Type:
- Success
- Soft Decline
- Hard Decline
The Transaction Details are shown in both graph and table form:
The graph provides a visual representation of the New Sales, Recurring Bills, Refunds, Expenses, and Total Revenue.
The table shows more detailed information about the transactions:
- Date : Date of the transaction
- Source : Affiliate that orginated the transaction
- Campaign : Title of the transaction's campaign
- Customer : Name of Customer for transaction
- Order : Konnektive order# for transaction
- Products : Quantity and name of Product Offer/Upsell
- Cycle : Cycle of transaction
- Recycle # : # of times Recycle has been attempted on transaction (the attempt decline salvage is currently on)
- Type : Type of transaction
- Amount : Total amount of transaction
- Result : Result of transaction
- Response : Response from gateway
- Mid : Mid that transaction ran against
- Txn Id : Transaction ID provided by gateway