Legacy Harmonize 2.0 Views in Harmonize 3.0
Purpose
This document provides an overview of the Saved Views available in Harmonize 3.0 that replicate common reports from Harmonize 2.0. The goal is to make it easier for clients migrating from H2 to H3 to find familiar reporting options that support their day-to-day analytics activities.
We have carried forward the most frequently used H2 views into H3 as pre-built Saved Views. With the added flexibility of Harmonize 3.0, clients can further modify these reports and save customized versions tailored to their specific business use cases.
All Saved Views described here are accessible from the Data tab within Harmonize 3.0.
Your data dictionary can be found here: Data Dictionary
Authorization Saved Views
Auth by Bank – Country of Issuance
Description: Breaks down authorization activity by issuing bank and country of issuance.
Report in H2: Approvals by Country of Issuance
Groups Used in H3: Issuer Country, Card Funding Source, BIN 6
Auth by Bank – BIN
Description: Groups authorizations by issuing bank and BIN.
Report in H2: Approvals by Bank BIN
Groups Used in H3: Issuer Group, Card Funding Source, BIN 6
Auth by Bank – BIN Decline
Description: Groups authorizations by issuing bank and BIN.
Report in H2: Decline Reasons by Bank Details
Groups Used in H3: Issuer Group, OP Response Description, BIN 6
Auth by Presenter
Description: Displays authorization volume and approval rates by presenter.
Report in H2: Authorization by Presenter
Groups Used in H3: Acquirer, Presenter, MOP Name
Auth by Funding Source
Description: Categorizes authorization activity by funding source.
Report in H2: Auth by Funding Source
Groups Used in H3: Acquirer, OP Reporting MID Name, Card Funding Source
Auth by Presentment Currency
Description: Groups authorizations based on the currency in which transactions were presented.
Report in H2: None
Groups Used in H3: Acquirer, OP Reporting MID Name, Presentment
Auth by Method of Payment
Description: Breaks down authorizations by card network or other method of payment.
Report in H2: Authorization by Method of Payment
Groups Used in H3: Acquirer, MOP Network Name, MOP Name
Auth by DBA
Description: Summarizes authorization activity by Doing Business As (DBA) entity.
Report in H2: None
Groups Used in H3: Acquirer, DBA Name, MID
Verification Declines by Reason
Description: Identifies verification declines trends by decline reason.
Report in H2: Verification Declines by Reason
Groups Used in H3: OP Response Description, Acquirer Response Description & Code, MOP Name
Refund Authorizations by DBA
Description: Summarizes refund authorization activity by Doing Business As (DBA) entity.
Report in H2: Refund Authorizations by Harmonize Group-Division
Groups Used in H3: Acquirer, OP Reporting MID Name, MOP Name
Decline Saved Views
Declines by Issuer Country
Description: Breaks down declined authorizations by issuer country.
Report in H2: Approvals by Country of Issuance
Groups Used in H3: Issuer Country, Card Funding Source, BIN 6
Declines by Bank BIN
Description: Groups declines by issuing bank and BIN.
Report in H2: Approvals by Bank BIN
Groups Used in H3: Issuer Group, Card Funding Source, BIN 6
Declines by Reason
Description: Summarizes decline activity by network or acquirer-provided reason codes.
Report in H2: Declines by Reason
Groups Used in H3: OP Response Description, Acquirer Response Description & Code, Network Response Description & Code
Declines by Presenter
Description: Displays decline activity segmented by presenter.
Report in H2: Declines by Presenter
Groups Used in H3: Acquirer, Presenter, Card Funding Source
Declines by Method of Payment
Description: Breaks down declined authorizations by card network or other method of payment.
Report in H2: Declines by MOP-Reason
Groups Used in H3: Acquirer, OP MOP Category, MOP Name
Declines by DBA
Description: Summarizes decline activity by Doing Business As (DBA) entity.
Report in H2: None
Groups Used in H3: Acquirer, DBA Name, MID
Declines by Auth Response
Description: Categorizes declined authorizations based on the specific response codes returned.
Report in H2: Declines by Harmonize Group-Division-Reason
Groups Used in H3: Acquirer, OP Reporting MID Name, Acquirer Response Description & Code
Sales Saved Views
Sales by Funding Source
Description: Breaks down sales volume by funding source (e.g., credit, debit, prepaid).
Report in H2: Sales by Card Type
Groups Used in H3: Card Funding Source, MOP Network Name, OP Reporting MID Name
Sales by Method of Payment
Description: Summarizes sales activity by card network or other method of payment.
Report in H2: Sales by MOP
Groups Used in H3: Acquirer, MOP Network Name, OP Reporting MID Name
Sales by Currency
Description: Breaks down sales activity based on the currency in which transactions were presented.
Report in H2: Sales by Settlement Currency-Curr Pair
Groups Used in H3: Acquirer, Presentment, Settlement
Sales by Reporting Group
Description: Categorizes sales activity by merchant-defined reporting groups for flexible analysis.
Report in H2: Sales by Harmonize Group-Division
Groups Used in H3: Rollup 2, OP Reporting MID Name, Presentment
Fees Saved Views
Fees by Fee Category
Description: Summarizes total fees by network or processor-defined fee categories.
Report in H2: Fee Amount by Fee Category (Multiple)
Groups Used in H3: Acquirer, Fee Category, Fee Sub-Category, Fee Name
Fee Breakdown by Reporting Group
Description: Breaks down fee amounts across merchant-defined reporting groups for detailed analysis.
Report in H2: Fee Amount by Harmonize Group-Division-Fee Category
Groups Used in H3: Rollup 2, Acquirer, OP Reporting MID Name, Fee Category, Fee Sub-Category, Fee Name
Disputes Saved Views
Disputes by Bank
Description: Breaks down dispute activity by issuing bank.
Report in H2: None
Groups Used in H3: Issuer Group, OP Reporting MID Name, Disputes : Category
Disputes by MID Category
Description: Summarizes disputes by merchant ID categories for flexible business segmentation.
Report in H2: Chargeback Units by Harmonize Group-Division-Method of Payment-Reason
Groups Used in H3: MID : Rollup2, MID : OP Reporting MID Name, Disputes : Category
Disputes by Method of Payment
Description: Breaks down disputes by card network or other method of payment.
Report in H2: Chargeback Units by Method of Payment - Reason
Groups Used in H3: MID : Acquirer, MID: OP Reporting MID Name, Card : MOP Network Name
Disputes by Reason
Description: Categorizes disputes by reason codes (e.g., fraud, customer service, authorization).
Report in H2: Chargebacks by Reason - Method of Payment
Groups Used in H3: MID : Acquirer, Disputes : Category, Disputes : CB Reason Code Name