Chargent’s installation includes many reports that can be used without any configuration. This page describes a few of our most popular reports and includes instructions on how to access them.
Accessing Installed Chargent Reports #
To access the Chargent installed reports, navigate to the “Chargent Reports” or “Chargent Smart Payments Reports” folder from your Reports tab.
- Click the App Launcher
, enter “Reports” and select it. - Choose All Folders.
- Click the Chargent Reports or Chargent Smart Payments Reports folder.
, enter “Reports” and select it.
Most Popular Chargent Reports #
We’ve included a list of our most popular reports below. Occasionally, we add new reports to help you troubleshoot your payment process or make decisions based on your payment data. See our Release Notes for information related to new Chargent reports.
- Transactions by Gateway: shows all transactions for the last 90 days grouped by gateway if you have more than one gateway. Otherwise, they are not grouped.
- Reconciliation Report – Last Month: shows all the transaction records from the previous month. Use it to reconcile what shows up in your gateway with what’s in Salesforce.
- Payment Errors from Yesterday: use this report to analyze declines and errors from the previous day. Use these payment errors to determine how to correct the payments. Check out the section below, “Check Payment Errors from Yesterday”
- Payment Errors (All Time): similar to the report above, but from all time. This report shows outstanding errors that still need to be collected.
- All Transactions by Month: displays all transactions by month that you have processed in the last 90 days.
- Projected Collections This Month: displays amounts to be collected this month or next month because they are still in progress.
- Accounts in Collections: displays any accounts with records currently in Automated Collections payment status so you can be aware of these issues.
- All Transactions Last 90: displays all the transactions in the last 90 days regardless of their status. Use it to reconcile your Salesforce transactions with the transactions from your gateway.
Dive Deeper #
Not all analytics are created equal, and checking some reports more often than others is important. Please see the additional details related to our most valuable installed reports below.
Check Payment Errors from Yesterday
The “Payment Errors from Yesterday” report displays any records with errors from the previous day. Use it to update credit card or bank information and find potential issues with a customer’s address.
In the below example, you can see the following:
- 3 transactions were declined yesterday
- The amounts for each transaction
- The total of all declined transactions that need to be collected because this is valuable revenue
From here, you can click into the transaction record to obtain additional information in the gateway response details. You can see why the transaction was declined. For credit cards, it can often be one of the following (but not limited to), depending on your settings and the customer’s credit card.
- Insufficient funds
- AVS (Address Verification System) Failed
- CVC (Card Verification Code) didn’t match
- Invalid credit card number
For bank accounts, it can be one or many of the following:
- Insufficient funds
- The account number is invalid
- The routing number (BSB Number in Australia) is invalid
You can verify that the information was entered correctly, or you may need to contact your customer to obtain the correct data.
Pro Tip: It’s often helpful to filter the amount from high to low to target your largest outstanding payments.
See Also
Chargent Reporting
Creating Custom Reports
Run A Report in Salesforce
