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Searching for Apple Pay Transactions
Use the Transaction Search page in the
Business Center
to identify Apple Pay
transactions. You can search for transactions by date, application type, customer name,
and other transaction identifiers. For information about the Transaction Request Report, see the
Business Center
Reporting Developer
Guide
. Search for Transactions
Your transactions are a vital part of your business, whether they originate from your
merchant account or from one you manage. The Business Center helps you track, view, and
process those transactions in the
Transaction Management
module. You can search for
transactions in a variety of ways.Use the Transactions page to search for transactions that have been (successfully or
unsuccessfully) processed on your account or for one or more of your merchants. Your search
can include up to six months of transactions. You can use the search toolbar to limit the
results that appear and further apply filters to refine which transactions are returned.
The Transactions page displays details for each transaction meeting your
criteria in the search results.
You can click Cancel Search on the Transactions page or press the Escape key to end an
in-progress transaction search.
- In the left navigation panel, click theicon.Transaction Management
- Click. The Transaction page appears, showing all transactions performed in the past seven days. Click theTransactionsDate Rangefilter to change this range as needed.
- Choose one or more of the following options to retrieve transactions:OptionActionQuick SearchEnter text that is included in the transaction (see Use Filters and Parameters in Searches for more on which fields you can search).Date RangeSelect a date range or enter specific custom dates for which you want to search.Add FilterSelect this option to include more filters in your search. See Use Filters and Parameters in Searches for more information.Saved Search OptionsApply a previously saved search or edit, rename, delete, or set an existing search as default. See Apply Saved and Default Searches for more information.
- When you are done, selectSearch. The results of your search appear in the Transactions table. Status badges explain the status of the transaction at the point of entry intoCybersource. Badge colors correspond to the transaction application status:StatusDescriptionSuccessTransaction was processed successfully.FailedTransaction failed because of an error.Not RunTransaction type was not run because of an upstream error.ReviewFraud management tool flagged this transaction for review.RejectFraud management tool rejected this transaction.ChallengeCardholder is challenged to provide credentials for Payer Authentication.
AFTER COMPLETING THE TASK
- Click the Request ID of any transaction to view transaction details. For more information, see View Transaction Details.
- Process Actions on Transactions found in search results from the Details page.
- Type or select a value in the “Filter” box of any column (below column heading) to further refine results.
- Export search results. For more information, see Export Transaction Search Results.
- Edit the Transactions table layout.
- Click theDatecolumn to sort the results by date.
- ClickReset Searchto remove filters and start again.
Transaction Search Methods
You can search for transactions that occurred during the past six months using the following
search methods.
- : Search using one or more transaction criteria, text-based queries, or filters. Use filters in the search toolbar, column headers in the Transaction List, or the search field at the top of the page.General
- : Search using predefined transaction criteria, including the processing phase and payment type used or errors encountered. Searches appear in the left navigation panel underFocusedTransaction Management.
- : Search for values in other transactions that share information with the selected transaction (email or physical address, name, account number, or a combination). The results appear on the Transaction Details page for all transactions.Similar
Search Toolbar Tips
To begin searching for transactions start with the Search toolbar. Each filter
that you add narrows your results.
You can click Cancel Search on the Transaction Details page or press
the Escape key to end an in-progress search.
For additional information about using Quick Search and
other filtering options, see Use Filters and Parameters in Searches.
The following tips will help you to use filters to search for transactions:
- Filters displaying a Refresh icon cannot be removed, but they can be modified.
- Click theDeleteicon to remove optional filters from the search.
- Use multiple filters to create an AND search.
- ClickAdd Filterto insert a new filter; if this option is not available, you have added the maximum number of filters.
- ClickClearto remove all optional filters and return to the default search.
- A date (or date range) is always required and defaults to the past seven days. You can select a preset range (for example, the Last 30 days) or custom date range from the Date Range filter. Define a custom range by designating a start date and end date from the calendar.
Use Filters and Parameters in Searches
Follow these tips to search for transactions using filters
and
Quick Search
text
:- Quick Search must include at least three characters.
- Filters displaying a Refresh icon cannot be removed, but they can be modified.
- Click theDeleteicon to remove optional filters from the search.
- ClickAdd Filterto insert a new filter; if this option is not available, you have added the maximum number of filters.
- A date (or date range) is always required and defaults to the past seven days. You can select a preset range (for example, the Last 30 days) or custom date range from the Date Range filter. Define a custom range by designating a start date and end date from the calendar.
- ClickClearto remove all optional filters and return to the default search.
- Enter search text and filter results based on the available fields. For a list of the available search filters and parameters, see Available Search Filters and Parameters.
- Combine multiple filters to create an “AND” search. For example, to search for Visa credit card transactions that ran through the Virtual Terminal for the past month, you would add one filter for Payment Method as Visa, and another filter for Connection Method as Virtual Terminal, along with the date filter:
- Date Range > Last month
- Add a Filter > Payment Category > Credit Card > Visa
- Add a Filter > Connection Method > Virtual Terminal
Available Search Filters and Parameters
These filters and parameters are available for transaction search:
- Account Number
- Account Prefix
- Account Suffix
- Acquirer Account ID
- Amount
- Applications
- Authorization Code
- Authorization Indicator
- Billing Address 1
- Billing First Name
- Billing Last Name
- Billing Phone Number
- Billing Postal Code
- Business Application ID
- Connection Method
- Currency
- Device ID
- Digital Payment Method
- Select the digital payment method type from the following options:
- Android Pay
- Apple Pay
- Authorize.net
- Chase Pay
- Cybersource In-App Solution
- Cybersource MPOS Solution
- Enterprise mPOS SDK
- Google Pay
- Mastercard Network Token (COF)
- Masterpass
- PlaySpan
- Samsung Pay
- Visa Checkout (now Click to Pay)
- Visa Network Token (COF)
- Installment Identifier
- Identifies an installment payment plan for a customer. Each payment made for that plan uses the same installment identifier. Use the installment identifier to search for all transactions connected to that installment plan.
- JCCA Terminal ID
- Merchant Customer ID
- Merchant ID
- Merchant Reference Number
- Partner Original Transaction ID
- Partner Solution ID
- PA Transaction ID
- Payment Method
- Payment Processor
- Retrieval Reference Number
- Reply
- Request ID
- Sales Slip Number
- Shipping Address 1
- Shipping First Name
- Shipping Last Name
- Shipping Phone Number
- Shipping Postal Code
- Terminal ID
- Terminal Serial Number
- Token/Subscription ID
- Transaction Reference Number
- XID
Edit the Transaction Table Format
You can customize the format of the Transactions table by adding, removing, or changing the order of columns in the
list.
At least one transaction must appear in the Transactions table to perform
these functions.
- Above the Transactions List, selectEdit Columns. The Edit Table Layout page appears.
- Perform one or both of the following:
- SelectUPDOWN, orREMOVEto list the columns in the order they will appear on the Transactions page.
- The further down in the list the Column Header appears on this page, the further right the column header appears on the Transactions page (some columns cannot be removed).
- ClickAdd Itemto add a column not already listed.
- ClickSave. The Transactions page appears with the table columns in the order you set.
- Above the Transaction List, click theEdit Layouticon.
- ClickEdit Columns.
- Perform one or both of the following:
- Check the box next to each column that you want to display; deselect the check box to hide the column from view (some columns cannot be removed).
- Place your cursor over the heading name of the column you want to move, then drag the column to its new location.
- ClickSave.
Save Transaction Searches
Saving a search enables you to create a set of search criteria that you can reuse without
re-selecting the filters each time. See Apply Saved and Default Searches for more information
about running saved searches and setting a default search.
- In the left navigation panel, click theicon.Transaction Management
- Click. The Transactions page opens.Transactions
- Do one of the following:
- Perform a new search using the filters and options of your choice. See Use Filters and Parameters in Searches for details. ClickSave.
- Perform a previously saved search, modifying search criteria to meet your needs. ClickSave As.
- Type a name for the search (up to 60 characters) and click thecheck markicon.
Apply Saved and Default Searches
Business Center enables you to save a set of search criteria so that you can run the
search again at any time with a single click. If you search for transactions based on that
search frequently, you can also set it as the default, and Business Center automatically
generates the search when you access the
Transactions
page. You can also rename, edit, or
delete a saved search as needed. Click Cancel Search
on the
Transactions
page or press the Escape key to end an in progress transaction search. - In the left navigation panel, click theicon.Transaction Management
- Click. The Transactions page opens.Transactions
Step Result
If you have already designated a default search, results for that search appear in the Transactionstable. - UnderSaved Search Options, do one or more of the following:
- Click the name of the search to run it again.
- Next to the search name, click the ellipses and clickMake It Defaultto set the search as default. The search will automatically load the next time you access the Transactions page.
- Click the ellipses and clickRenameto change the name of the search without changing any search criteria.
- Click the ellipses and clickDeleteto remove the search from your saved searches list. Transaction data is not affected by deleting saved searches.
Export Transaction Search Results
You can export transaction search results from the Transaction List in either CSV
or JSON format. The file contains the information displayed in the Transaction List,
including any customizations you make to the list and any filters you have applied. If you choose to export more than 2500 records, use Business Center’s
Reporting feature.
- At the top of the Transactions page, click theExporticon and choose which file format you want.
- Follow your browser's instructions to open and save the file.
Search for Similar Transactions
Business Center enables you to quickly search for other transactions related to the
details of the displayed transaction. Only exact matches are returned.
- All
- Email
- Name
- Account Number
- Billing Phone
- Shipping Phone
- Shipping Address
- IP Address
- Device Fingerprint
- In the left navigation panel, click theicon.Transaction Management
- Click. The Transactions page appears.Transactions
- Search for Transactions using your preferred methods.
- Click theRequest IDlink of the transaction you want to view. The Details page opens.
- Perform one or more of the following:
- Under Similar Searches, click any link to access the Similar Search page. Matching transactions display in the results table.
- On the Similar Search page, clickSettings. The Similar Search Settings page appears. Select the fields you want to include when the search runs, and whether or not to include normalized email addresses in results (search ignores variants of "." and "+").
- Perform available actions for the transaction.
Search by Transaction Phase
This search enables you to view transactions in any phase of the processing cycle. The
phase that you choose determines which actions are available to further process a
transaction. A searche returns a maximum of 2000 transactions.
When you choose the Custom option in the Date drop-down menu, you can access 13 months of
data, but you can select only a 31-day range within that 13 months.
You can use one of these filters:
- Use this filter to find transactions that were settled by the merchant in the past 48 hours, but that are not yet forwarded by Business Center to the backend processors to fulfill a transaction. You can also choose to export search results or void any transaction that does not require further processing.Settlements Pending Batch:
- Use this filter to find authorization transactions that are not settled. You can hide selected transactions from future searches. Use this option when you know that you will never capture an authorization for the transaction. For example, fraudulent or canceled orders cannot be captured. You can also choose to quickly settle or hide selected transactions.Authorizations Ready to Settle:
- Use this filter to find authorization transactions flagged for review for either Smart Authorization or Authorization Code Needed reasons. You can hide transactions from future searches. Use this option when you know you will never capture an authorization for the transaction. For example, fraudulent or canceled orders cannot be captured. You can also quickly settle or hide one or more flagged transactions.Authorizations Needing Review:
- Use this filter to review details, including the reason, for transactions that encountered an error during processing. This data can also be found in the Transaction Exception Detail report.Exception Search:
To search by transaction phase:
- In the left navigation pane, click theicon.Transaction Management
- ClickSearch by Transaction Phase. The Transactions by Phase page appears.
- Select the appropriate filter.
- Choose the date range and response flag for your search, and clickSearch. Results appear in the Search Results list.
- Choose the date range for your search, and clickApply. Results appear in the Search by Phase list. To view the details of any transaction, click the Request ID link of the selected transaction.
- Perform one or more of these:
- Click the Request ID to view The Transaction Details Page.
- Export the results to a local file.
- Hide Transactions from future searches.
Settle Transactions
You can settle a transaction that has not yet been settled or reversed from the Details page.
- On the Transaction Details page, clickSettle(only displays if the option is available).
- Select one or more transactions and click theSettleicon above the Search by Phase list.
- ClickConfirmto verify your selection. A confirmation page displays.
- Close the panel to update the Search by Phase list.
Hide Transactions
Hidden transactions do not appear in future search results.
- On the Transactions by Phase page, Search for Transactions using your preferred methods.
- Select one or more transactions and click theHideicon above the Search by Phase list.
- ClickConfirmto verify your selection. A confirmation panel displays the selected transactions.
- Close the panel to update the Search by Phase list.
Void Transactions
- To void one or more transactions, check the box for the transaction row and then click theVoidicon above the Search by Phase list.
- ClickConfirmto void transaction(s).
Step Result
A confirmation panel displays the selected transactions. - Close the panel to update the Search by Phase list.