Reporting

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Reporting
Generate and export reports on card orders, APM transactions, chargebacks, fraud alerts, and subscriptions for operations and compliance

Reporting overview

  • Daily cash flow tracking
  • Detailed views of transaction lifecycles
  • Fraud alerts data for enhanced security
  • Chargeback details for risk management
Reports API helps you manage your data and streamline reporting. Most retrieve-* reports include pagination when the number of entities is limited to 2k within a specific time interval. Prevention alerts use a separate by-date asynchronous CSV export instead of pagination. Please be aware that Solidgate provides data with a 60-minute relevance delay, which makes the reporting tools unsuitable for real-time analysis.
Solidgate Hub provides a convenient interface for generating and downloading various types of reports.
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
    Authenticate with the Solidgate API using merchant credentials, configure request signing, and start processing live payment transactions.     API keys     used in your request and verify the correct API keys are used for the intended channel.
  2. Pagination handling: For paginated retrieve-* reports, when data volumes are large, the response contains 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.
Reports may be inaccessible for about 30 minutes on Wednesdays at 5:00 PM UTC due to scheduled external maintenances. Once complete, all reports are available with data preserved.
Card orders API report provides essential order-level information for merchants, encompassing transaction details, customer information, and technical insights. It supports order lifecycle tracking, financial Glossary
The process of comparing and adjusting financial records to ensure accuracy. reconciliation, and operational analysis.
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 , or APMs, offering transaction details including order IDs, statuses, amounts, payment methods, customer information, and anti-fraud data. PayPal orders are excluded when payment was not completed after the PayPal button was displayed.
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, products, Glossary
Invoice is a document detailing the products or services provided, along with associated costs, for payment. invoices, and billing periods for recurring revenue and retention analysis.
Chargebacks API report provides 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 order details. Use it to understand chargeback patterns, improve dispute resolution, and support Glossary
It involves unauthorized transactions using stolen payment or identity information, causing financial losses. fraud prevention.
PayPal disputes API report provides visibility into PayPal disputes, including dispute IDs, order details, amounts, reasons, statuses, lifecycle stages, and pre-chargeback alert context for effective dispute management.
Prevention alerts API report provides data to proactively address potential disputes before they escalate. It includes alert types, order IDs, amounts, currencies, outcomes, and provider details to prevent chargebacks and strengthen fraud prevention strategies.
Card fraud alerts API report provides fraud-related information, including order IDs, fraud amounts, reported dates, fraud types, reason codes, and card schemes to investigate fraudulent activity and strengthen transaction security.

Access Guide
Download settlement reports, financial entries, monthly overviews, and invoices to reconcile transactions and track business performance. financial and Guide
Solidgate offers comprehensive tax data exporting to assist with compliance and financial analysis. tax reports, including transaction details and aggregated tax summaries. These reports streamline compliance and financial analysis across multiple regions and legal entities.