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The Transaction Details Report is found under Reports → Payments → Transaction Details

This report is designed to show the individual transactions that have occurred within your CRM.

Use the Date Range and Filter selections to refine your search.

 Filter Definitions

  • Date Range Type :

    • Transaction Created Date : Filter by the date that the specific transaction was created on (this is not always the original order date.

    • Order Created Date : Filter by the date that the order was originally placed.

    • Purchase Created Date : Filter by the date the continuity purchased was started.

  • Date Range : Choose either the defaulted date ranges or your own specific dates.

  • Campaign : Filter for transactions within a specific campaign.

  • Campaign Category : Filter for transaction within a specific campaign category.

  • Product : Filter for transactions where a specific base product was purchased.

  • Product Category : Filter for transactions from a specific product category.

  • Campaign Product : Filter for transactions where a specific campaign product was purchased.

  • Affiliate : Filter for transactions associated with a specific affiliate.

  • Call Center : Filter for transactions associated with a specific call center.

  • Base Currency : Filter for transactions that ran in a specific currency.

  • Country : Filter for transactions from customers in a specific country.

  • Bill Type : Filter for New Sale transactions, Recurring transactions, or both.

  • Billing Cycle : Filter for transactions from a specific billing cycle.

  • Recycle # : Filter for transactions from a specific recycle billing cycle/attempt.

  • Txn (Transaction) Type : Filter to Sale, Authorize, Capture, COD, Void, Refund, Authorized and Sale, Refund and Void, and/or Authorized and Not Captured.

  • Response Type : Filter to Success, Soft Decline, Hard Decline, or COD Pending transactions

  • Fraud Status : Filter for transactions that were Approved, Rejected, Pending, or Error; due to a Fraud Plugin like Fraud Manager.

  • Funnel : Filter for transactions that came from a specific funnel.

  • Gateway : Filter for transactions that ran against a specific gateway.

  • Gateway Category : Filter for transactions that ran against a specific gateway category.

  • Gateway Type : Filter for transactions that ran against a specific gateway type (NMI, Auth.net, Stripe, PayPal, etc)

  • Card Type : Filter for transactions where a specific card type was used

  • Credit/Debit : Filter for transactions that used a credit or debit card.

  • Prepaid Cards : Filter for transactions that used a prepaid card.

  • 3D Secure :  Filter for transactions that are Protected or Not Protected.

  • Exclude Test Cards : This toggle will omit transactions that were placed with a CRM test card.

  • Exclude Decline Saves : This toggle will exclude transactions that were declined but retried successfully.

  • Get Count Only : This toggle will retrieve the total count only. It will not retrieve chart, summary, KPIs or table results. This does not affect export. A full export can be done with this checked.

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, Refunds, Expenses, and Total Revenue for the transactions being displayed on the table below. You may select to view the chart as a bar graph or line graph.

The table at the bottom of the page shows the details of the filtered transactions:

Transaction Details Table Definitions

  • Date : The date of the transaction.

  • Source : The Affiliate that originated the transaction.

  • Campaign : The title of the campaign the transaction is in.

  • Customer : The name of customer for the transaction.

  • Order : The orderId for the transaction

  • Products : The quantity and name of the product(s) purchased.

  • Cycle : The transaction’s billing cycle.

  • Recycle # : The recycle billing cycle attempt.

  • Type : The type of transaction.

  • Amount : Total amount of transaction.

  • Result : The result of transaction.

  • Response : The response from gateway.

  • Gateway : The gateway that transaction ran against.

  • Txn Id : Transaction ID provided by gateway.

  • Tax Inv : The tax invoice number; provided by a tax service plugin.

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