Batch Summary

This report enables you to view the batch summary for a merchant over a specified date range.

Note: The batch summary does not include activity for the current day.

The report shows both the Payment Type Summary and Batch Summary details:

To view the details for a batch:

1. Select the Batch ID link in the Batch ID column.

   The Batch Details - Single Batch page opens.

   

   When users report a narrow date range (7 days or less), the Total Amount shown in the Batch Summary page displays a link.

   • Select this link to open the Batch Details - All Batches page, which shows the details for all batches.
   • Select the Back to Batch Summary link to go back a page.
2. To view the details for a transaction, select the Transaction Sequence link in the Transaction Sequence column.

   The Transaction Detail page opens.

3. If required, filter the report based on specific values in any of these fields:

   If a report has a Show Filter Options link, it means you can filter the report based on specific field values.

   To filter a report:

   1. Select Show Filter Options.

      

      The page refreshes to show the filter options fields and buttons; for example:

      

   2. Enter information in any of the filter options fields to report on those specific criteria.
   3. Select Submit.

      The report refreshes to show the filtered results.

   4. Select Reset to return to the original, unfiltered list.

      Tip: To hide the filter options, select Hide Filter Options.

   • Payment Type

     The payment type associated with the transaction; possible values:

     • All
     • Visa
     • MasterCard
     • American Express
     • Discover
     • PayPal
     • Diners Club
     • EBT
     • Electronic Check Conversion
     • JCB
     • Online Debt Card
     • POS Check
     • ACH as a Tran
     • Others
   • Consumer Account Number

     The consumer account number for the transaction. This can be a credit card number for a card transaction or a DDA number for an ACH transaction.

   • Date/Time
   • Auth Number

     The authorization code for the transaction.

   • Amount

     The dollar value associated with a transaction or set of transactions.

4. Select the Back to Batch Details - Single Batch link to return to that page, and then the Back to Batch Summary link to return to the Batch Summary page.