How do I read transaction data in the Merchant Portal?

To read transaction data in the Merchant Portal, do the following:
Note: Data availability is based on your configuration. Not all merchants have access to all data listed.

1. Click the Transactions tab from the side menu to open a list of transactions. Customize the data using any of the following options:
   • Sorting: 
     • Date (newest transactions): This is the default sorting method.
     • Date (oldest transactions)
       Note: Sorting by date will return the last 3 month's worth of transactions. To retrieve older data, use the Date filter instead.
     • Highest Amount
     • Lowest Amount
   • Date: Filter by ranges or a specific date.
     Note: Date ranges can be a maximum of 3 months apart.
   • Search: Search using a list of fields.
2. Review the following overview information provided in the transactions list:
   • The date and time the transaction was initiated
   • Consumer Name
   • Consumer Financial Institution
   • Type of Transaction
   • Amount (if relevant)
   • Status
3. Open a transaction to view more details, including the following:
   • Details:
     • Reference IDs, including:
       • Reference Number
       • Payment ID
       • Transaction ID
       • Original Transaction ID
       • Statement ID
       • Customer ID
     • Status Code
     • Status Description
       Note: Review status codes and definitions on the developer site.
     • Description
     • Financial Institution
     • Payment Provider Subtype
     • Instant Settle
     • Merchant
     • Dates, including:
       • Created At
       • Updated At
       • Completed At
     • Trace ID
   • Amount:
     • Currency
     • Total
     • Paid
     • Balance
   • Consumer:
     • Name
     • External ID
     • Email
     • Phone
     • Address information, including:
       • City
       • State
       • Zip/Postal Code
       • Country
     • Has Restrictions?
   • Event Timeline
     • Guarantee status
     • Fees