How do I see a summary of my credit card transactions?

You can find a summary of your transactions by logging into the Portal.  The summary report will let you pull a transaction list by day, month or a specific date range you require.

You also have the option to pull a summary report by transaction type, such as declined transactions, with the same date reporting flexibility.

How do I see a summary of my credit card transactions?

  1. Within the Portal go to Reporting/Analysis > Summary Report.
  2. Set the Report Period.
  3. Set the Payment Type.
  4. Set the Report Type.
  5. Click ‘Generate Report’. 

Good to know:

  • Customer names do not appear on the transaction or decline reports.
  • Summary reports can only be viewed online or printed.
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