# Reporting Solutions

You can retrieve both Standard and Enhanced reports tailored to your needs through the [Reporting API](https://app.gitbook.com/s/j9heLdoDRsfnChUQohvj/api/reporting) or the Reporting UI in the [Partner Portal](https://docs.xplorpay.com/partner-portal/partner-portal/guides/reporting). The Reporting API delivers report data in JSON format by default. The Partner Portal allows you to download reports in Excel or CSV format. You can also subscribe to specific reports as needed.

The following tables outline the critical data details for both standard and enhanced reports.

**Standard Reports**

Standard reports provide structured and predefined views of core merchant activities, including merchant profiles, pricing, transactions, funding, disputes, cases, and batch activity.

<table><thead><tr><th width="218">Report Name</th><th width="245">Description</th><th>Key Data Elements</th></tr></thead><tbody><tr><td>Merchant Information</td><td>Provides comprehensive merchant profile data</td><td>MID, DBA name, hierarchy info, compliance status, contact details, business info</td></tr><tr><td>Merchant Current Pricing</td><td>Details pricing plans and fee structures</td><td>Pricing plan types, effective dates, fee descriptions, rates, fee schedule</td></tr><tr><td>Merchant Disputes</td><td>Tracks chargebacks and transaction disputes</td><td>Dispute details, card info, processing dates, reason codes, settlement info</td></tr><tr><td>Merchant Cases</td><td>Monitors support cases</td><td>Case numbers, creation/closure dates, categories, descriptions</td></tr><tr><td>Merchant Bank Deposits</td><td>Tracks funding events</td><td>Deposit amounts, account info, funding types, settlement dates</td></tr><tr><td>Merchant Transactions</td><td>Provides settled transaction history</td><td>Transaction details, terminal info, card data, amounts, interchange fees, qualifications</td></tr><tr><td>Merchant Closed Batches</td><td>Provides closed batches information</td><td>Batch totals, sales and refund counts, funding dates, deposit amounts, and related merchant batch activity</td></tr><tr><td>Merchant Card Transaction</td><td>Provides detailed card transactions records</td><td>Transaction status, authorization details, settlement information, batch data, card type, interchange fees, customer details, billing/shipping info</td></tr></tbody></table>

**Enhanced Reports**

Enhanced reports provide detailed information about a variety of merchant and portfolio activities.

<table><thead><tr><th width="218">Report Name</th><th width="245">Description</th><th>Key Data Elements</th></tr></thead><tbody><tr><td>Consolidated Funding</td><td>Tracks consolidated funding activity for merchants</td><td>Merchant details, settlement amounts, batch information, deposit dates, transaction-level funding data</td></tr><tr><td>Merchant ACH Returns</td><td>Tracks returned ACH debit and credit transactions</td><td>Return codes, return messages, merchant details, transaction identifiers, customer billing information</td></tr><tr><td>Merchant Application</td><td>Tracks merchant application status and underwriting progress</td><td>Application details, merchant hierarchy, submitted dates, underwriting status, business information, principal ownership details</td></tr><tr><td>Attestation Status</td><td>Tracks merchant attestation requirements and compliance standing</td><td>Attestation type, compliance status, template assignments, merchant hierarchy, key operational dates</td></tr><tr><td>Merchant Attrition</td><td>Identifies merchants at risk of attrition based on lifecycle status</td><td>Merchant hierarchy, operational status, key processing dates, transaction gaps, historical volume performance</td></tr><tr><td>Merchant Billing</td><td>Provides a merchant billing activity for a given billing cycle</td><td>Fee types, fee amounts, billing cycle range, merchant hierarchy, itemized charges, processing fees</td></tr><tr><td>Disputes Lifecycle</td><td>Provides dispute case activity</td><td>Dispute type, reason, case status, card and transaction details, key dispute dates, merchant hierarchy</td></tr><tr><td>Support Ticket Activity</td><td>Tracks merchant support case creation and resolution activity</td><td>Case origin, status, key timestamps, ticket descriptions, submitter details, merchant hierarchy information</td></tr><tr><td>Merchant Equipment</td><td>Tracks merchant equipment orders</td><td>Order status, terminal information, model details, shipment tracking, merchant hierarchy data</td></tr><tr><td>Funding Activity</td><td>Tracks merchant settlement and funding events</td><td>Batch amounts, settlement dates, funding types, account details, fee deductions, merchant hierarchy information</td></tr><tr><td>Merchant Chargebacks</td><td>Tracks chargeback activity and dispute outcomes for merchant transactions</td><td>Dispute types, reason codes, settlement amounts, key dates, masked card details, merchant hierarchy information</td></tr><tr><td>Merchant Information</td><td>Provides merchant profile and compliance details</td><td>Merchant hierarchy, tax and TIN status, CBD indicators, compliance standing, principal ownership, funding configuration, contact information</td></tr><tr><td>Merchant User</td><td>Provides merchant user account and access details</td><td>Merchant hierarchy, user profile information, account status, login activity, Compass roles</td></tr><tr><td>Merchant Monthly Residuals</td><td>Provides monthly residual details for merchants</td><td>Transaction volume, billed amounts, residual fees, pricing plan, merchant hierarchy, card network, settlement period</td></tr><tr><td>Merchant PCI Status</td><td>Provides merchant’s PCI compliance status information</td><td>Compliance status, SAQ and scan details, boarding and deposit dates, merchant hierarchy, business and contact information</td></tr><tr><td>Portfolio</td><td>Provides merchant portfolio and account information</td><td>Merchant hierarchy, business and contact details, boarding and deposit dates, transaction volumes, ACH and credit card activity, chargeback data</td></tr><tr><td>Merchant Pricing</td><td>Provides merchant pricing details and fee structure</td><td>Pricing plan, fee description and rate, effective dates, merchant hierarchy, settlement type, template information</td></tr><tr><td>Residual Summary</td><td>Provides a summary of merchant residuals</td><td>Transaction counts, revenue, net and pass-through income, expenses, average ticket, merchant hierarchy, reseller information</td></tr><tr><td>Merchant Terminal</td><td>Provides merchant terminal details</td><td>Terminal number and name, merchant hierarchy, associated reseller and account information</td></tr><tr><td>Merchant Withholding</td><td>Provides merchant withholding and terminal order information</td><td>Order status, terminal details, model, quantity, tracking information, merchant hierarchy</td></tr><tr><td>Quick Merchant Overview</td><td>Provides a summary of key merchant details, processing activity, and status across the merchant hierarchy</td><td><p>Merchant identifiers, business names, hierarchy details, onboarding and activity dates, processing metrics, merchant status, MCC, risk level, and tax identifier</p><p> </p></td></tr></tbody></table>