Failed Transaction Report GuideLast updated on 03/22/2022
Purpose of the Failed Transaction Report:
This report provides a list of all failed transactions, including declined credit card and declined ACH / bank transfer transactions. You can run the report by Batch Number, Business Unit, or Date Range. Data in this report is based on the Paid On date of the failed payment.
Common uses for this report:
Use this report as a contact list to follow up with customers with failed transactions.
How to find this report:
Click Reports > Search Failed Transaction > Click the report name. Then you will be able to set filters and run the report.
Report filters
Batch Number
Filter by batch number.
Business Unit
Filter by business unit. This report can be run by a single business unit or all business units.
Date Range
Filter by date range. Use the From and To fields to set a date range. When you set a date range, the report will display all failed payments with a Paid On date within these dates.
View or download the report
Click Update to view the report.
The report can be downloaded in three different formats:
Download PDF
Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)
Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)
Explanation of report columns
The report includes the following columns:
(Report columns)
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.