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Reports & MySagePay

 

Within your MySagePay area you are able to run reports on the transactions and settlements that have taken place through your account. 

Once you have logged into your MySagePay you will be able to pull a number of reports on transactions and settlement that you can then export from our system.

We also provide you with a detailed summary reporting page on the transactions that have been processed through your account.

Under each tab you are able define the parameters of your reports.

Transaction Reports

Once logged into the account select the transaction tab to be taken to the transaction page within MySagePay.  On this page you will be able to view all transactions that have been processed through your account.

You will then be able to refine the search to provide you with the transactions that you wish to view.

To do this you will need to select from the options available.

You are able to select specified date ranges, and you are able to select between all successful and failed transactions that are within each range.

If you would like to refine your search further select the advanced button and you will then be able to narrow your search and produce a report to suit your needs.

If you are looking for specific transactions you are able to enter the amount, last 4 digits of the card, and the vendor tx code (your transaction reference) in here.

Along with this you are able to specify the card used (Payment Type), the Transaction Type (deferred, authenticate, payment, refund), and if the transaction was processed through your website, or taken over the phone (Account Type).

Once you are happy with all of the information you have selected click search and your report will be created for you.

Now that the report has been created you are able to select the fields you would like to see within the report.  To do this you are able to select the “cog” in the top right of the transaction list.
 
Once selected you are able to define the fields you would like to be visible within the report.  You are able to select, or un-select any of the fields you would like to be included.


 
After selecting, or un-selecting the fields you would like to see the report is now ready to be exported.

Exporting

Now the report has been created for you it can be exported to be used on your own system.

To do this, click the Export to CSV button at the bottom of the screen.  
 
This will then load the report for you in excel and is ready to be either saved, or added to your own system.

Printing

If you do not want to export the report, you are able to print.

To do this select the Print Friendly button, this will prepare the report to be printed for you.

Settlement Report

Along with the transaction report, you are able to run a report on the settlements that have taken place on your account. The settlement report will show all funds that have been credited into your bank account.

Select the settlement option from the transaction tab.  This will then bring you into the settlement screen.

Once here you are able to select the date range you would like to run the report for.


 
You are only able to select date ranges for the settlement report as this will only include the details of the files that have been credited to your account.

After the date range has been selected the report will be created for you.

Exporting

Now the report has been created for you it can be exported to be used on your own system.

To do this, click the Export to CSV button at the bottom of the screen.  
 
This will then load the report for you in excel and is ready to be either saved, or added to your own system.

Printing

If you do not want to export the report, you are able to print.

To do this select the Print Friendly button, this will prepare the report to be printed for you.

Summary Report

A summary report allows you to view all transactions that have been processed through your account.  

The summary does not show individual transactions but provides you with an overview of the activity on your account. Select the summary option from the transaction tab within your MySagePay you will be taken to the reporting page.  

Once you have arrived on this page you are able to refine the dates of the summary report you would like to run.


 
Once you have selected the date range you would like to see the report will then be created for you.

The summary report once created will provide you with a full breakdown of all transactions both successful and failed that are processed through your account.  

You are then able to expand each selection to obtain a complete overview of the transactions, card types, how they were processed, and the collective value of the activity on your account.


 
The summary report can be used to identify trends on your account and will allow you see where there activity centres for your business.

Important

The summary reports cannot not be exported, or printed.  

This information is only available to you within MySagePay.