Sales Research & Downloads
The Sales Research & Downloads dashboard allows you to analyze transaction-level sales and refund activity in detail. It’s ideal for teams needing to investigate individual records, validate processor fees, or generate custom exports for audit, finance, or reconciliation workflows.
This tool complements the aggregated Sales dashboard by giving you direct access to the raw data powering it.
🧾 What It Does
Provides access to row-level sales data — including original transactions and refunds
Supports 174+ columns of metadata and financial detail
Enables dynamic filtering by date, card, PSP, MOP, MID, and more
Offers summary metrics based on filtered results
Allows data export for external reporting, reconciliation, or financial modeling
🧭 Filter Panel Overview
The filter panel at the top of the dashboard enables precise, multi-dimensional filtering across a wide set of fields:
Filter Name | Function |
|---|---|
Acquirer (PSP) | Filter to a specific payment service provider or processor |
ARN | Search by Acquirer Reference Number (exact match) |
Authorization Code | Search by specific authorization code (exact match) |
BIN (First 6) | Enter first six digits of card number (BIN) to analyze issuer trends |
Card Issuer Group | Focus on issuer-side groupings or BIN ranges |
Card Number | Filter by card number pattern (masked, ends with) |
Merchant Account | Look up transactions by merchant account |
MID | Filter by specific Merchant ID |
MID Name (Division) | Select by merchant division name |
MID Rollup 2 (Harmonize Group) | View grouped MIDs under a harmonized rollup |
MOP Name | Filter by method of payment |
PSP Acquirer Txn ID | Search by processor/acquirer transaction ID |
Settlement Amount | Filter by minimum and maximum settlement value |
Transaction Date | Set date range for transactions (default: last 6 months) |
Transaction Subcategory | Choose by type of transaction event |
📌 Filters work together and apply across all data views and summary calculations.
📂 Example Use Cases
Goal | Filter Strategy |
|---|---|
Investigate refund trends for top MIDs | Filter by |
Download all sales over $1,000 for a specific PSP | Use amount filter (if enabled), select PSP, and set date range |
Audit processor fees for a specific card BIN | Filter |
⬇️ Downloading the Data
To download filtered results:
Apply filters to narrow your dataset
Scroll to the bottom of the table
Click the export icon in the data grid corner
Choose CSV or Excel
⚠️ Downloads may be capped based on row count limits — contact your Account Manager for bulk access.
🧠 Best Practices
Use Transaction Subcategory to isolate Refunds vs. Sales
Use BIN filters to isolate specific issuer behavior
Validate Net Sales and Fees by PSP for monthly reconciliation
Export filtered views for backup to fee analysis or partner reporting