CheckoutChamp Transaction Summary Report

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 four tabs:

By Gateway, By Campaign, By Source & By Product

• By Gateway - 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

• By Product -
  

  

• 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