Declined Transactions Report

This report allows you to view all of your declined transactions during a specific time period, allowing you to see details about the transactions, including the customers who submitted them and the reasons each transaction failed.

Running a Report

Follow these steps to run a new Declined Transactions report:

  1. Log into the Merchant Portal: https://mp.segpay.com

  2. From the navigation menu go to Performance Reporting and select Declined Transactions.

  3. Click the date-selector box and choose the time period you want to report on.

    TIP: Select Today, Yesterday, This Month (the current calendar month), Last Week (the last completed Sunday-Saturday period), Last 7 Days, Last 30 Days, Last Month (the previous calendar month) or pick a Custom Range and click a start date, then an end date in the calendars.

  4. Select the merchant account(s) you want to see in the report (assuming you have more than one)

  5. Select which specific Cash program(s) you want included in the report.

    TIP: This groups your websites together by the cash/affiliate program(s) they are associated with, so it may be easier for you to report by cash program instead of selecting URLs in the next step.

  6. Select which specific Cash program(s) you want included in the report.

    TIP: This groups your websites together by the cash/affiliate program(s) they are associated with, so it may be easier for you to report by cash program instead of selecting URLs in the next step.

  7. Select the types of declined transactions you want included in the report:

    • Signups: declines on th e initial signup.

    • Conversions: declines when converting from a trial period to a full membership.

    • Rebills: declines on a recurring subscription charge.

  8. Click Select All to include all types of declined transactions in the report.

  9. Click Generate Report.

    NOTE: By default, results are sorted reverse.

    TIP: If your report includes transactions in multiple currencies, the total for the Amount column will reflect a blended total of all currencies. Filter the Amount column to display one currency at a time, to see true totals for each. You can drill down into any purchase listed in your report by clicking on the Purchase ID. A new tab will open with the details about the purchase you selected.

Customizing Report Results

Many reports have similar elements that can be used to customize the report. See below for some sample elements that are available in this report.

NOTE: Screen shots may not be an exact match for the data returned on this report.

Choosing a Saved Report

Most reports have four small icons in the top right corner. The one shaped like a floppy disk lets you save your report filter choices so that you can easily retrieve them later.

  1. Click the icon and type in a name to use when retrieving your report filter.

    TIP: If you choose the same name again it will let you overwrite the old filter. You can also rename and delete your filters.

  2. Click ‘Choose from a saved report’ to pull up your saved filter.

    TIP: This can save you time if you run the same report many times. Note saved reports save filters but do not save groupings.

Downloading My Report

  1. Choose the icon in the top right that looks like a down arrow to start your report download.

  2. Type a name for your report and choose the format for your download (CSV,XSLX,PDF).

  3. Click the download button.

    TIP: On some reports that return thousands of rows of data you will be given some additional choices for your download. You will see an option to have your report emailed to you.

    Large reports may be emailed to you in a zip archive format. Very large reports (usually in PDF format) can require the zip archive to be split into multiple emails for delivery.

    Save all attachments to the same folder and open the first one and it will uncompress them together into a single large file.

Viewing a Chart for Your Report

In the top right corner of your report you will see several small icons. The icon with the waving arrow will allow you to see a chart view of your report.

When viewing each chart type you can use the other dropdown filters to change the way your chart data is represented on the page. Experiment with different options to see which gives you the best view for that chart type.

Result Table Filtering in your Report

Your report data is returned in a tabular grid format. There are several useful controls built into this grid for filtering and sorting your data.

Page Controls and both Horizontal and Vertical Scroll Bars will help you to see data that is too large to fit on the screen.

TIP: Use the arrows to advance to a certain page or go all the way to the last page. You can also control how many items display on a single page. Totals are shown to the right.