Exact offers several reports that can be generated and available for review in the PayFac Dashboard.
To view Reports:
- Log in to your PayFac Dashboard
- Select Reporting on the left side-bar
The reports listed below are available on the PayFac Dashboard:
Report Type | Description |
Accounts | Lists all Merchant Onboarding requests and provides current status for each. |
Transactions | Displays all transactions, settled and unsettled, in the date range. |
Chargebacks | Displays all new and historical chargebacks. Will display as "No records to display" if there are no chargebacks on against the account. |
Settlement | Lists all settled transactions in the date range. Includes the exact settlement time. |
Merchant Funding | Provides a merchant breakdown of funding amounts and their composite transactions. |
Disbursement | Provides a list of funding amounts dates and statuses. |
Example 1: Generating a Report
Example 2: Viewing and Downloading a Report
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