Transaction Details Report

Owned by Tyler Martorano
Last updated: Jul 17, 2023
3 min read

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 Type - Choose from 3 options

    • Transaction Created Date - Filters for any/all transactions created within the date range

    • Order Created Date - Filters for any/all transactions for new orders that were created within the date range

    • Purchase Created Date - Filters for any/all transactions for new purchases that were created within the date range (recurring billings only)

  • Date Range - Use the defaulted date ranges or specific dates to find the transaction:

  • Campaign - Choose the Campaign the transaction is in

  • Campaign Category - Filter by a specific Campaign Category that the sales are coming in on

  • Product - Filter by a specific Product the customers are buying

  • Product Category - Filter by a specific category of base products

  • Campaign Product - Filter by a specific campaign offer/upsell

  • Affiliate - Filter by the Affiliate (source) the customers came from

  • Call Center - Filter by a Call Center that the customers came from

  • Currency - Filter by a specific currency that customers can buy in

  • Country - Filter by a specific country that the customers are buying from

  • Bill Type - Filter by New Sale and/or Recurring billing cycles

  • Billing Cycle - Filter for transactions from a specific Billing Cycle

  • Recycle # - Filter for transitions associated with a specific Recycle Billing attempt

  • Txn Type:

    • Sale

    • Authorize

    • Capture

    • Void / Refund

  • Response Type:

    • Success

    • Soft Decline

    • Hard Decline

    • COD Pending

  • Gateway - Filter by a specific gateway that the transactions went against

  • Gateway Category - Filter by a specific gateway category that the transactions went against

  • Gateway Type - Filter by which gateway type that the transactions went against

  • Card Type - Filter by the card type that your customers used

  • Prepaid Cards - Filter by Prepaid Cards, Not Prepaid Cards, or both

  • Credit/Debit - Filter by Credit Cards, Debit Cards, or both

  • 3DSecure - Filter by Protected, Not Protected, Not Sent, or all three options.

  • Exclude Test Cards - Excludes test cards from the data table

  • Exclude Decline Saves - Excludes any declines due to reattempts from the data table

  • Get Count Only - Retrieves the Total Count only and not the Chart, Summary, KPIs, nor Table. Full CSV export will still occur with this option enabled



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

  • Tax Inv : The tax invoice value returned by a Tax Service plugin