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.

On-Screen Notice

The dashboard displays the following banner at the top of the page:

Default view displays settled data only. Use the Funding Method filter to access conveyed data.

Two defaults to check before you read anything. Transaction Date defaults to the last 3 days, and Funding Method is pre-set to Settled, so conveyed transactions are excluded until you change it.

What It Does

  • Provides access to row-level sales data, including original transactions and refunds

  • Supports 140+ columns of metadata and financial detail

  • Enables dynamic filtering by date, card, PSP, MOP, MID, and more

  • Allows data export for external reporting, reconciliation, or financial modeling

This dashboard returns records, not aggregates. For Net Sales, Effective Rate, refund rates and fee totals, use the Sales and Fees dashboards. The fee columns here are per-transaction raw values rather than summarised totals.

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 Funding Source

Split by debit, credit, prepaid, and similar funding types

Card Issuer Group

Focus on issuer-side groupings or BIN ranges

Card Number

Filter by card number pattern (masked, ends with)

Funding Method

Pre-set to Settled. Change it to include conveyed transactions, which are otherwise absent from every figure on the page

Issuer Region

Narrow to issuers in a particular region, useful for separating domestic from cross-border activity

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

MOTO Indicator

Isolate mail order and telephone order transactions, which is also how card-not-present volume is identified for several acquirers

PSP Acquirer Txn ID

Search by processor/acquirer transaction ID

Settlement Amount

Filter by minimum and maximum settlement value

Transaction Date

Defaults to the last 3 days. Widen it before any trend analysis or export

Transaction Subcategory

Choose by type of transaction event, for example isolating Refunds from Sales

Wallet Type

Separate wallet-originated transactions such as Apple Pay or Google Pay from direct card entry

Filters work together and apply across the whole table.

Example Use Cases

Goal

Filter Strategy

Investigate refund trends for top MIDs

Widen Transaction Date, set Transaction Subcategory = Refund, then filter by MID

Download all sales over $1,000 for a specific PSP

Set Settlement Amount min to 1000, select Acquirer (PSP), and widen Transaction Date

Audit processor fees for a specific card BIN

Set BIN (First 6), select Acquirer (PSP), and download the records to work with the interchange and fee columns

Include conveyed volume in a reconciliation

Change Funding Method from Settled, since conveyed transactions are excluded by default

Downloading the Data

To download filtered results:

  1. Confirm Transaction Date and Funding Method, since both carry defaults that will silently narrow your export

  2. Apply your remaining filters

  3. Click Download CSV at the top right of the filter panel

Downloads are limited to 1 million records. If you are near that ceiling, narrow by date range or MID and export in batches rather than assuming you received everything. Clear Filters, next to the download button, resets the panel.

CSV is the only export format offered here.

Best Practices

  • Widen Transaction Date first, since three days will not show you a trend

  • Use Transaction Subcategory to isolate Refunds from Sales

  • Use BIN (First 6) and Card Issuer Group to isolate specific issuer behavior

  • For monthly reconciliation, pull the raw interchange and fee columns from here and compare against the Fees dashboard rather than expecting totals on this page

  • Export filtered views for backup to fee analysis or partner reporting