Batch Summary

This report enables you to view the chain/association level batch summary.

Note: This report does not include the activity for the current day.

Follow these steps to view more detailed information:

1. To view a batch summary detail report for a specific merchant:
   • In the Merchant Summary section of the screen, select a merchant ID in the Merchant ID column.

     -or-

   • Enter the merchant ID in the Merchant field, and then select Refresh.
2. To view the details for a batch, select the batch ID link in the Batch ID column.

   The Batch Details - Single Batch page opens.

3. To view the details for a transaction, select the transaction sequence link in the Transaction Sequence column.

   The Transaction Detail page opens.

4. 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.

   For example, enter a Payment Type code to view transactions for that payment type only.

5. Select Back to Batch Details - Single Batch to return to that page.
6. Select Back to Batch Summary to return to the Batch Summary page.
7. Select Back to Chain Batch Summary to return to the Chain Batch Summary page.