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.
- Click Merchant Portal in the left sidebar (desktop) or hamburger menu (mobile) or click here.
- A new window will open with the login page for your merchant account.
- Enter the username and password for your Merchant Portal Login. This is different than the primary login you use to access Project 2 Payment. (See Why two logins? for more information)
- Click the Log In button.
- Go to Reports in the left sidebar.
- Select Transaction Details in the dropdown menu. This report provides additional data such as cardholder information, the transaction type, and the status of transactions.
- Select how you would like to generate your report (see below).
- Click the Generate Report button.
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. Data 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.