Reporting Solutions

Both standard and customized reports are available based on your needs. You can retrieve these reports through the Reporting API or the Reporting UI in the Partner Portal as per need. The Reporting API returns the report data in JSON format by default, with the option to request CSV format for supported reports.

Reporting UI delivers reports in Excel (.xlsx) format, where you can subscribe to these reports.

The following table provides an overview of the available standard reports and their functionality:

Report Name	Description	Key Data Elements
Merchant Information	Provides comprehensive merchant profile data	MID, DBA name, hierarchy info, compliance status, contact details, business info
Merchant Current Pricing	Details pricing plans and fee structures	Pricing plan types, effective dates, fee descriptions, rates, fee schedule
Merchant Disputes	Tracks chargebacks and transaction disputes	Dispute details, card info, processing dates, reason codes, settlement info
Merchant Cases	Monitors support cases	Case numbers, creation/closure dates, categories, descriptions
Merchant Bank Deposits	Tracks funding events	Deposit amounts, account info, funding types, settlement dates
Merchant Transactions	Provides detailed transaction history	Transaction details, terminal info, card data, amounts, interchange fees, qualifications

To access the reporting solution, refer to the article Standard Reporting.