getCustomerReport

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getCustomerReport

An alias of getreport. Pull a built-in or custom report from the merchant console.

 

Description

This method retrieves a report from the merchant console. Any reports, including custom reports, may be retrieved. The returned data is base 64 encoded. The format of the returned data can be HTML, comma separated (cvs), or tab separated (tab).

Names of built-in reports are prefaced with “CreditCard:”, “Check:” or “Customer:”. For example, to pull “Sales by Date” for credit cards, the “Report” parameter would be set to “CreditCard:Sales by Date.”

To pull a custom credit card or check report, prefix the name with “Custom:” or “CustomCheck:” For example, to pull a custom report titled “Recurring Declines” set the “Report” parameter to “Custom:Recurring Declines.” Customer reports can only be created from within the merchant console. If none of the built-in or custom reports provide data required, see the custom search methods (ie searchTransactionsCustom) for more flexibility.

 

Syntax

string getCustomerReport ( ueSecurityToken Token, string Report, FieldValue Options, string Format )

 

Arguments

 

Type

Name

Description

ueSecurityToken

Token

Merchant security token: used to identify merchant and validate transaction.

string

Report

Name of report to retrieve.

FieldValue

Options

Array of FieldValue objects specifying report options such as (StartDate and EndDate)

string

Format

Format of returned report data. Possible values are: html, csv, or tab.

 

Return Value

 

string

Returns specified report data according to parameters set in search.

 

Available Reports

 

Credit Card Reports

creditcard:errors by date

Credit card transactions resulting in errors, sorted by date

creditcard:errors by source

Credit card transactions resulting in errors, sorted by source key

creditcard:errors by reason

Credit card transactions resulting in errors, sorted by reason

creditcard:errors by user

Credit card transactions resulting in errors, sorted by user

creditcard:declines by date

Credit card transactions resulting in declines, sorted by date

creditcard:declines by source

Credit card transactions resulting in declines, sorted by source key

creditcard:declines by reason

Credit card transactions resulting in declines, sorted by reason

creditcard:declines by user

Credit card transactions resulting in declines, sorted by user

creditcard:sales by date

Credit card transactions resulting in approval, sorted by date

creditcard:sales by source

Credit card transactions resulting in approval, sorted by source key

creditcard:sales by reason

Credit card transactions resulting in approval, sorted by reason

creditcard:sales by user

Credit card transactions resulting in approval, sorted by user

Check Reports

check:Deposit Report

Check transactions sorted by estimated deposit date

check:All Transactions by Date

All Check transactions sorted by date (does not include errors)

check:settled by date

Check transactions that have been marked as settled, sorted by date

check:settled by source

Check transactions that have been marked as settled, sorted by source

check:settled by users

Check transactions that have been marked as settled, sorted by user

check:returns by date

Check transactions that have been marked as returned, sorted by date

check:returns by source

Check transactions that have been marked as returned, sorted by source

check:returns by reason

Check transactions that have been marked as returned, sorted by reason

check:returns by user

Check transactions that have been marked as returned, sorted by user

check:declines by date

Check transactions were rejected by check processor, sorted by date

check:declines by source

Check transactions were rejected by check processor, sorted by sourcekey

check:declines by reason

Check transactions were rejected by check processor, sorted by reason

check:declines by user

Check transactions were rejected by check processor, sorted by user

Customer Reports

customer:Pending Billing by Date

Customers that are pending for recurring billing, sorted by next bill date

customer:Pending Billing by Source

Customers that are pending for recurring billing, sorted by Source

customer:Billing History by Date

Transactions results for recurring billing, sorted by billing date

customer:Billing History by Source

Transactions results for recurring billing, sorted by Source

customer:Expired Cards

Customers who have an expired credit card on file

customer:Expiring before Next Billing

Customers that have a credit card that will expire before the next payment is scheduled to run

customer:Expiring by Date Range

Customers that have a credit card expiring in the future


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