Enhanced Reporting

The Enhanced Reporting API provides access to a broad set of merchant-related reports that enable users to retrieve detailed information about a variety of merchant and portfolio activities.

Enhanced reports

The following enhanced reports provide structured information about merchants and their portfolio data.

Report Name	Description	Key Data Elements
Consolidated funding	Tracks consolidated funding activity for merchants	Merchant details, settlement amounts, batch information, deposit dates, transaction-level funding data
ACH returns	Tracks returned ACH debit and credit transactions	Return codes, return messages, merchant details, transaction identifiers, customer billing information
Merchant application	Tracks merchant application status and underwriting progress	Application details, merchant hierarchy, submitted dates, underwriting status, business information, principal ownership details
Attestation status	Tracks merchant attestation requirements and compliance standing	Attestation type, compliance status, template assignments, merchant hierarchy, key operational dates
Attrition report	Identifies merchants at risk of attrition based on lifecycle status	Merchant hierarchy, operational status, key processing dates, transaction gaps, historical volume performance
Billing report	Provides a merchant billing activity for a given billing cycle	Fee types, fee amounts, billing cycle range, merchant hierarchy, itemized charges, processing fees
Disputes lifecycle	Provides dispute case activity	Dispute type, reason, case status, card and transaction details, key dispute dates, merchant hierarchy
Support ticket activity	Tracks merchant support case creation and resolution activity	Case origin, status, key timestamps, ticket descriptions, submitter details, merchant hierarchy information
Equipment orders	Tracks merchant equipment orders	Order status, terminal information, model details, shipment tracking, merchant hierarchy data
Funding activity	Tracks merchant settlement and funding events	Batch amounts, settlement dates, funding types, account details, fee deductions, merchant hierarchy information
Chargebacks	Tracks chargeback activity and dispute outcomes for merchant transactions	Dispute types, reason codes, settlement amounts, key dates, masked card details, merchant hierarchy information
Merchant information	Provides merchant profile and compliance details	Merchant hierarchy, tax and TIN status, CBD indicators, compliance standing, principal ownership, funding configuration, contact information
User accounts	Provides merchant user account and access details	Merchant hierarchy, user profile information, account status, login activity, Compass roles
Monthly residuals	Provides monthly residual details for merchants	Transaction volume, billed amounts, residual fees, pricing plan, merchant hierarchy, card network, settlement period
PCI status	Provides merchant’s PCI compliance status information	Compliance status, SAQ and scan details, boarding and deposit dates, merchant hierarchy, business and contact information
Portfolio report	Provides merchant portfolio and account information	Merchant hierarchy, business and contact details, boarding and deposit dates, transaction volumes, ACH and credit card activity, chargeback data
Pricing report	Provides merchant pricing details and fee structure	Pricing plan, fee description and rate, effective dates, merchant hierarchy, settlement type, template information
Residual summary	Provides a summary of merchant residuals	Transaction counts, revenue, net and pass-through income, expenses, average ticket, merchant hierarchy, reseller information
Payment terminal	Provides payment terminal details	Terminal number and name, merchant hierarchy, associated reseller and account information
Withholding report	Provides merchant withholding and terminal order information	Order status, terminal details, model, quantity, tracking information, merchant hierarchy
Quick overview report	Provides a summary of key merchant details, processing activity, and status across the merchant hierarchy	Merchant identifiers, business names, hierarchy details, onboarding and activity dates, processing metrics, merchant status, MCC, risk level, and tax identifier
Unmatched refunds	Provides unmatched refund transaction details across the merchant hierarchy	Transaction date, refund amount, card details, transaction type, order and batch information, merchant hierarchy

To access standard reports, see Standard Reporting.