Transaction Finder
How can I identify Refund Transactions?
To find your refund, use the Transaction Finder, which can be located on your primary left navigation. Filter on ARN, Response Code, Transaction Type = Refund.
How do I find transactions using foreign currencies?
To find transactions using foreign currencies, use the Transaction Finder, which can be located on your primary left navigation. Filter the Original Transaction Amount currency to reflect the original transaction currency you are searching for.
Where can I find a specific transaction?
We have created a search tool that allows you to locate records from your transaction history based on many criteria. You will have access to all transactions that occurred yesterday and earlier, in other words, transactions from closed batches. To find any transactions from the current batch (today’s transactions), you can drilldown via the Settled Batches Report or look specifically in Transaction Finder.
Navigation:
- On the main menu, click Transaction Finder.
- Select one or more merchant numbers.
- Key in or select the transaction information in the search criteria fields.
- When you are ready, click Search. Your results will appear in the summary table below your search criteria.
- To view more details about a particular transaction click Actions > View Detail. You can customize the results to include more data types, reorder the columns, and export visible data or all data in formats such as CSV (opens in Excel) and PDF.
How do I find contactless transactions?
If you need a list of a specific type of transaction, in this case a contactless transaction, you filter to refine your search in the Transaction Finder.
- On the main menu, click Transaction Finder.
- At the bottom of the Transaction criteria section, click More to reveal additional options.
- In the Entry Mode list, click Contactless.
- Click Search.
How do I create a custom report?
When the standard reports don’t quite meet your needs, you can customize a report to give you exactly what you’re looking for. To create your own custom report:
- On the main menu, click Reports.
- Click Create Custom Report.
- Note: The two types of custom report formats that are available are Disputes & Transactions.
- You will be led through a number of possible data points for your report. Click Next to move through the different sections.
- When you are satisfied with the report contents, click Save Changes.
- When you are ready, click Publish Report. The new report will appear on the Custom Report tab on the Reports page.
How do I schedule a report?
Getting the correct information at the right time is critical. Schedule your reports so you have current data informing your decisions. To schedule a report:
- On the main menu, click Reports.
- Locate the chosen report on the Default Reports or Custom Reports tabs.
- In the More list for the chosen report, click Schedule Report.
- In the Saved Filter list under Filter & Description, click the filter of your choice.
- In the Schedule Description box, write a brief description of the schedule, such as the frequency, file type of the export, etc.
- Click Next. The Filter & Description section collapses and the Schedule section expands.
- Click to select between a CSV or PDF file format for the export.
- In the Recurrence list, click Daily or Weekly.
- Click to select the Start Date and End Date.
- When you are satisfied with the schedule, click Schedule Report. The reports will appear as scheduled in the Generated Reports tab on the Reports page.
How do I run a report?
On the main menu, click Reports.
Choose a report to view, then click on View Report.
How do I breakdown the transactions within a batch?
- On the main menu, click Reports
- Click on View Report where you see the Settled Batches report.
- Once loaded, in the summary table you will see an Actions button.
- Click on Actions, then View Transactions.
- Note: You will be navigated to transactions finder with your search prefilled to see all the transactions that make up your batch amount.
How do I use the filters when running a report?
Filters are used for refining the records on the screen. The list of data points changes with what you are filtering, but they include things such as date, amount, etc. To filter, simply add information in the fields to narrow the results.
Saved Filters:
- Once you have refined the records on a given page, you may want to save yourself the trouble of having to filter this exact way again. To save a filter once you are satisfied with its results, click Save at the top of the filter area, name the filter, and click Save in the dialog. To use a saved filter, click the star icon (Saved Filter button) and select the name of the filter you want.
How do I export a report?
The Export functionality is used for exporting records, such as reports or query results. To use the Export functionality, in the table view:
- Click Export. The Export Report dialog opens.
- Click Visible Columns or All Columns.
- Click to choose to export as a CSV or PDF file.
- Rename default file name, if desired.
- Click Export. The file is downloaded to your computer.
What reports have the Terminal Number field that I can search off of?
- On the main menu, click Transaction Finder.
- Select one or more merchant numbers.
- Key in the Terminal Number in the search criteria fields.
- When you are ready, click Search. Your results will appear in the summary table below your search criteria.
- To view more details about a particular transaction, click Actions > View Detail. You can customize the results to include more data types, reorder the columns, and export visible data or all data in formats such as CSV (opens in Excel) and PDF.
- Note: Make sure the Terminal Number is an active column in your results table to ensure you can retrieve the necessary information.
How do I use the calendar when managing my date selection on reports?
- On the main menu, click Reports.
- Choose any report and click on View Report.
- Once loaded, in the filter area at the top right of the screen you will be able to manipulate the dates accordingly to match your desired criteria.
- Click on Filter at the top right of your active window.
- Available date options:
- Yesterday
- Last 7 Days
- Last Month
- This Month
- This Year
- Custom
How do I manage columns on reports?
The Column Selector is used to add or remove columns from a table, usually in a report. To use the Column Selector, in the table view:
- Click Columns. The Column Selector opens. It is separated into two lists: Available Columns, which is a list of data points currently not in use, and Active Columns, which is the list of data points being used in the table.
- To move a data point from the Available to the Active list, click the + on its tile. To move a data point from the Active to the Available list, click the X on its tile.
- If it is more efficient to move all the data points from one list or the other, click Add All or Remove All.
- Once on the Active Columns list, you can order the data points. Drag tiles to reorder the list.
- When you are satisfied with the Active Columns list, click Apply.
How can I find out what transactions are included in my bank deposit?
You can see this information in the Deposits Report on the Default Reports tab on the Reports page.
For a drilldown of the specific transactions that made up that deposit you can build a custom report or you can use Transaction Finder.
Which report will allow me to see my batch summary broken out by card brand?
On the main menu, click Reports
Click on View Report where you see the Card Summary report
Once loaded, in the summary table you will see batch totals broken out by card brand