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Merchant Portal reports

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How to access reports in the Merchant Portal

There will be times when you need to see more data points on certain payments for tasks like fighting disputes and reconciling fees. This extra information is available in your merchant account.  

  1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
  2. Click on Merchant Portal.
  3. A new window will open with the login page for your merchant account. Enter your merchant portal username and password. This is different than the primary login you use to access Project 2 Payment. (See The Merchant Portal requires its own username and password for more information)
  4. Click the Log In button.
  5. Go to Reports in the left sidebar.
  6. Stay in the Standard Reports section and use the dropdown to select a report. See below for our top recommendations.

Transactions report

The Transactions report shows a summary of your transaction count and volume broken down by sales, refund, and net for the date range you select. 

Advanced filters allow you to customize whether the date field should be based on the date the transaction was created or the date the transaction was captured. You can also apply filters for specific payment types.

To save this information externally, options are available to download the same information in .csv or .xls format.

Transaction Details report

Unlike the Transactions report that provides a high level summary of numbers, the Transaction Details report provides additional data for each transaction.

First decide how you would like to generate your report. See below.

  • The Quick Reports option generates a download file to review in a Microsoft Excel .csv format. No data appears on screen. Even if today's date is included in the specified date range, data from today is not included in the report. The report includes transaction type, create and capture dates, transaction status, general details about the card or bank account, transaction fees, and net deposit amounts. 
  • The Include all up to date data option returns a real-time report of all transactions in a list view on screen that includes today's data if you include today in your specified date range. If you choose to download results in a .csv or .xls file, you can export just visible data or all data fields. The extra data in the full export includes your merchant account information, cardholder information (address, phone number, email address), issuing bank details, and a Payrix internal transaction ID for tracking purposes.

Once you have made your selection and set the parameters, click the Generate Report button. You can wait for the report to download or navigate away from the page. The report will appear under Report History when ready.

Scheduled Reports

If there is a report you review regularly, but you don't want to have to log into the Merchant Portal every time, you can have the report emailed to you on a set scheduled.

  1. Go to the Scheduled Reports tab.
  2. Click the Schedule Report button.
  3. Select a report from the dropdown.
  4. Select a delivery schedule. Options are daily, weekly, and monthly.
  5. Add all email addresses that should receive a copy of the report. This field supports multiple addresses. Separate each email address with a comma.
  6. Click Confirm.