How do I access my reports?

Here are the steps needed to access reports.

  1. Log in to
  2. Enter your username and password.
  3. Click Sign In.
  4. Once logged in, go to Reports at the top of the screen.

    Report Drop Down
  5. Each report will show you a different data set:
    1. Payment History - All deposits made to your bank account. See our article on how to view payments for more information on this section. 
    2. Batch History - All batches or settlements made.
    3. Voids/Declines - All voided or declined transactions.
    4. Monetary Rejects - Displays any rejected transactions .
    5. Authorization Log - All transactions run as pre-authorizations.
    6. Returns - All transactions run as refunds.
    7. Transaction Search - A general search for processed transactions.
    8. Retrievals/Chargebacks - Disputed transactions by customer.
  6. All reports let you search by date range; export reports as Excel or CSV documents (see export button in screenshot).



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