Payment Reports

In the dynamic world of commerce, understanding the intricacies of financial transactions is essential for success. For merchants, payment reports are valuable insights. These reports, which compile a wealth of transactional data, give merchants a complete picture of their business's financial health and performance over a specified period. Let's explore why these reports are indispensable for merchants and how they can leverage them to drive growth and optimize operations.

• Financial transparency allows tracking every penny and making sound financial decisions.

• Analyze business performance to identify best-selling products, understand customer purchasing behavior, and identify trends or patterns that drive revenue growth.

• Operational efficiency by accurately tracking and reconciling payments, automating financial processes, and identifying areas for improvement.

• Valuable insights into customer preferences, spending habits, and demographics to deliver exceptional customer experience.

• Detect unusual or suspicious transactions, identify potential chargebacks, comply with regulatory requirements, and proactively mitigate risks.

You can access a payment report for a specific period through the Sana Pay add-on configuration page in Sana Admin.

The payment report is available for download in the CSV format, and it contains the following details:

• Order ID

• Transaction ID

• PSP reference

• Type: payment, adjustment, capture, refund

• Payment method

• Amount

• Remaining amount: to be captured or refunded

• Currency

• Invoice ID

• Credit memo ID

• Shopper reference

• Shopper email

• Success: True or False

• Reason for failed transactions: for example, not enough balance, 3D not authenticated, expired card

• Created: transaction creation date

• Updated: transaction update date