Standard Reporting

The Standard Reporting API provides access to various merchant-related data points, including merchant profiles, their transactions, financial activity, funding, disputes, support cases, and batch activity.

Standard reports

Below standard reports provide a structured and predefined view of core merchant activities for reporting and analysis.

Report Name	Description	Key Data Elements
Merchant profiles	Comprehensive merchant profile data	MID, DBA name, hierarchy info, compliance status, contact details, business info
Current pricing configuration	Details pricing plans and fee structures	Pricing plan types, effective dates, fee descriptions, rates, fee schedule
Disputes record	Tracks chargebacks and transaction disputes	Dispute details, card info, processing dates, reason codes, settlement info
Case records	Monitors support cases	Case numbers, creation/closure dates, categories, descriptions
Bank deposits	Tracks funding events	Deposit amounts, account info, funding types, settlement dates
Transaction records	Provides settled transaction history	Transaction details, terminal info, card data, amounts, interchange fees, qualifications
Closed batches	Provides closed batches information	Batch totals, sales and refund counts, funding dates, deposit amounts, and related merchant batch activity
Card transactions	Provides detailed card transactions records	Transaction status, authorization details, settlement information, batch data, card type, interchange fees, customer details, billing/shipping info

For reports that use date-based filters:

• HNK (partner or portfolio level) queries support a maximum date range limit of 1 day at the partner or portfolio level.
• MID (merchant level) queries support a maximum date range of 31 days.

To improve performance and avoid timeouts:

• Include pageNumber and pageSize in your request.
• The maximum page size is 10,000 records.

To access merchant portfolio reports, see Enhanced Reporting.

To view and export reports via reporting UI in the Partner Portal, see Retrieving Report via Partner Portal.