Reporting

[ { "title":"Testing", "link":"https://docs.solidgate.com/payments/testing/", "text":"Simulate payments to test your integration before launching in production.", "imgSrc":"https://solidgate.com/wp-content/uploads/2022/06/icon-customizable.svg" } , { "title":"Create your payment form", "link":"https://docs.solidgate.com/payments/integrate/payment-form/create-your-payment-form/", "text":"Understand how to integrate the payment form into your product.", "imgSrc":"https://solidgate.com/wp-content/uploads/2022/06/icon-payments.svg" } , { "title":"Subscriptions", "link":"https://docs.solidgate.com/subscriptions/", "text":"Create and maintain a stable and healthy business subscription model.", "imgSrc":"https://solidgate.com/wp-content/uploads/2022/06/icon-global.svg" } ]

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Reporting
Access detailed analytics for strategic growth and financial management

intro_reporting_image

  • daily cash flow tracking
  • quick identification of fund flow gaps
  • detailed views of transaction lifecycles
  • scalable financial growth processes
  • fraud alerts data for enhanced security
  • chargeback details for risk management
Reports API helps you manage your data and streamline reporting. It includes pagination to handle cases where the number of entities is limited to 2k within a specific time interval.
Please be aware that Solidgate provides data with a 60-minute relevance delay. Therefore, Solidgate reporting tools are unsuitable for real-time analysis purposes.
Solidgate HUB provides a user-friendly interface for generating and downloading various types of reports. It is an alternative way to access data for those who prefer a visual dashboard.
Reports generated in HUB are stored for 24 hours, providing convenient access to the latest data without the need for prompt regeneration.

Reports obtained via API have a more detailed data set. However, if you notice a significant difference between the data volume downloaded through the Reports API compared to the Solidgate HUB data, follow recommendations to ensure correct report download.

  1. API keys: Ensure the report is generated for the channel corresponding to the Guide
    Learn to authenticate API requests and fix validation errors effectively.     API keys     used in your request and verify the correct API keys are utilized for the intended channel.
  2. Pagination handling: In case of large data volumes, the response will contain metadata:{"next_page_iterator": [value]}. This indicates the need for pagination and multiple requests. For subsequent requests, use the received next_page_iterator until the response contains "next_page_iterator": null .
  3. Data filtering: Filter the report data by using either the created_at or updated_at parameters, with one of these set as the default filter for each report. This filtering approach applies to all reports except the Financial entries report.
Card orders API report provides essential information for merchants, encompassing transaction details, customer information, and technical insights. This facilitates a thorough order tracking process, aids in financial Glossary
The process of comparing and adjusting financial records to ensure accuracy. reconciliation , and empowers merchants to refine operational and marketing strategies.
APM orders API report is essential for merchants using Glossary
Non-traditional payment methods beyond credit cards, such as digital wallets or bank transfers. alternative payment methods (APMs), offering comprehensive transaction details including order IDs, statuses, amounts, customer information, and anti-fraud data, crucial for a complete understanding of APM transaction dynamics.
Subscriptions API report offers a comprehensive overview for merchants, detailing customer Glossary
A payment arrangement where a customer authorizes the automatic and periodic withdrawal of funds from their account to fulfill ongoing financial obligations. subscriptions , payment methods, crucial customer data, and associated Glossary
Invoice is a document detailing the products or services provided, along with associated costs, for payment. invoices , which are crucial for managing recurring revenues, customer retention, and informed decision-making in subscription-based businesses.
Financial entries API report provides a comprehensive overview of financial transactions. It includes such details as financial record IDs, order and transaction IDs, dates, amounts, currencies, payment methods, and geographical data. This information is essential for efficient financial analysis and management.
Chargebacks API report is a valuable resource, providing exhaustive insights into each Glossary
A dispute process initiated by a cardholder, resulting in the reversal of a transaction and funds returned. chargeback , including identifiers, dates, types, amounts, reasons, and related original order details, which is crucial for understanding chargeback patterns, enhancing dispute resolution, and Glossary
It involves unauthorized transactions using stolen payment or identity information, causing financial losses. fraud prevention.
Card fraud alerts API report is vital for merchants, providing detailed fraud-related information such as order IDs, amounts, and timings, along with specific fraud types and reason codes, crucial for swiftly identifying, analyzing, and formulating effective strategies to enhance transaction security.
PayPal disputes API report is a key asset that provides comprehensive visibility into disputes raised through the PayPal platform. This detailed report offers granular insights into each dispute, including dispute IDs, order details, and lifecycle stages, essential for effective dispute management and enhancing customer satisfaction.
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