Online Reporting

The Authorize.Net merchant interface provides a centralized dashboard displaying all transaction activity across all channels—online, mobile, virtual terminal, and API integrations. View real-time transaction statuses (approved, declined, pending settlement, voided, refunded, or charged back) with instant updates as transactions process. No more waiting for end-of-month statements to understand your business performance.

Find any transaction instantly using powerful search filters. Search by transaction ID, invoice number, customer name, email address, card type, amount range, date range, batch ID, or transaction status. Combine multiple filters to narrow results precisely. Save frequently-used search criteria for one-click access. Perfect for responding to customer inquiries, investigating chargebacks, or reconciling accounting records.

Export transaction data in multiple formats (CSV, Excel, PDF, XML) for easy integration with accounting software, spreadsheet analysis, or backup records. Schedule automated report delivery via email. Access raw transaction data through the Authorize.Net API for custom reporting and business intelligence integration. Sync transaction data with QuickBooks, Xero, FreshBooks, or your custom accounting system.

Start each morning by reviewing yesterday's settlement report to reconcile your bank deposit. Verify that the net deposit matches the settlement amount after fees, refunds, and chargebacks. Track which transactions settled versus which are still pending. Monitor daily, weekly, and monthly sales trends to forecast cash flow. Identify discrepancies immediately rather than discovering them weeks later during month-end accounting. Export daily settlement summaries for your accounting records.

Provide your accountant or bookkeeper with read-only access to transaction reports without giving them permission to process payments or change account settings. They can pull monthly reports for reconciliation, download transaction data for tax preparation, and verify income documentation for loan applications or audits. This eliminates the need to manually compile and send reports each month, saving time for both you and your accounting team. Accountants appreciate direct access to source data.

When a chargeback notification arrives, quickly locate the original transaction to review all details—customer information, transaction amount, date/time, authorization code, and any order notes. Export transaction documentation (invoice, receipt, delivery confirmation) needed to dispute the chargeback. Monitor chargeback ratios to ensure you stay below the 1% threshold that triggers card brand penalties. Track chargeback reason codes to identify systemic issues (customer service problems, product descriptions, delivery issues) that you can fix to prevent future chargebacks.

Analyze which products or services generate the most revenue by reviewing transaction descriptions and amounts. Identify peak sales periods (hour of day, day of week, time of month, season) to optimize staffing and inventory. Compare month-over-month and year-over-year growth rates. Calculate average transaction values and track changes over time. Use approval rate data to assess payment form effectiveness or identify payment method problems. Make data-driven decisions about pricing, promotions, and business strategy based on actual transaction data.

Export annual transaction summaries for tax preparation showing total gross sales, processing fees (potentially tax-deductible business expenses), refunds, and chargebacks. Download monthly or quarterly reports for sales tax filings, showing transaction totals by geographic location if applicable. Maintain complete transaction archives for IRS audit requirements (typically 7 years). Generate custom date range reports for specific tax periods. Provide documentation to tax preparers or auditors without compiling data manually. All transaction data is tamper-proof and time-stamped for legal validity.

Use historical transaction data to forecast future revenue and plan business growth. Identify seasonal trends to prepare for busy periods with adequate inventory and staffing. Analyze customer purchase patterns to inform marketing campaigns and product development. Compare performance across different marketing channels or campaigns by tracking transaction sources. Calculate customer lifetime value by analyzing repeat purchase behavior. Export multi-year data to build financial models for investor presentations, loan applications, or strategic planning initiatives.

Apply multiple search filters simultaneously for laser-focused results. Search by transaction ID, batch ID, invoice number, customer name, customer email, card type, transaction type, amount range (min/max), date range, settlement date, authorization code, or transaction status. Use wildcard searches for partial matches. Combine filters with AND/OR logic. Save frequently-used search criteria as custom reports for instant one-click access. Share saved searches with team members for consistent reporting across your organization.

Export transaction data in CSV (comma-separated values for universal spreadsheet compatibility), Excel (.xlsx with formatted columns and headers), PDF (print-ready professional reports), or XML (structured data for system integration). Choose which data fields to include in exports (all fields, or custom selection). Schedule automated report generation and email delivery—daily settlement summaries, weekly sales reports, monthly reconciliation data, or custom schedules. Automated reports ensure your accountant always has current data without manual work.

Access complete transaction data programmatically through the Authorize.Net Transaction Details API. Pull transaction information into your custom reporting dashboard, business intelligence tools, or accounting software. Build automated reconciliation systems that verify daily deposits against transaction batches. Create custom analytics dashboards tailored to your specific KPIs. Integrate transaction data with CRM systems, inventory management, or enterprise resource planning (ERP) platforms. API access provides unlimited flexibility for businesses with advanced reporting needs.

Select from preset date ranges (today, yesterday, last 7 days, last 30 days, month-to-date, year-to-date) or define completely custom date ranges down to the hour. Run reports for specific settlement dates to match your bank deposits exactly. Compare performance across different time periods (this month vs. last month, this quarter vs. last quarter, this year vs. last year). Generate fiscal year reports that align with your business's accounting calendar. Historical data typically available for 24+ months, with full transaction details maintained indefinitely.

View detailed batch settlement reports showing exactly which transactions settled together and deposited to your bank account. Each batch report displays gross sales, total fees (interchange + authorization + gateway fees), chargebacks, refunds, and net deposit amount. Break down fees by transaction type and card brand (Visa, Mastercard, Discover, American Express) to understand your true processing costs. Reconcile settlement reports against your bank statements line-by-line. Export batch summaries for seamless accounting integration and financial record-keeping.

Configure automated email alerts for important account events. Receive notifications for chargebacks (allowing you to respond before the deadline), suspicious transaction patterns (potential fraud), large transactions above a threshold amount, declined transaction spikes (indicating payment form or gateway issues), or settlement failures. Set daily summary emails with transaction totals and key metrics. Customize alert recipients—send chargeback alerts to your customer service team, settlement summaries to accounting, and fraud alerts to management. Proactive alerts help you respond to issues before they escalate.