- Daily cash flow tracking
- Detailed views of transaction lifecycles
- Fraud alerts data for enhanced security
- Chargeback details for risk management
Via API
Reports
API
helps you manage your data and streamline reporting. It includes pagination to handle cases where the number of entities is limited to 2k within a specific time interval.
Please be aware that Solidgate provides data with a 60-minute relevance delay, which makes the reporting tools unsuitable for real-time analysis.
Via Hub
Solidgate
Hub
provides a convenient interface for generating and downloading various types of reports.
Reports generated in Hub are stored for 24 hours, providing convenient access to the latest data without the need for prompt regeneration.
Reports obtained via API have a more detailed data set. However, if you notice a significant difference between the data volume downloaded through the
Reports
API
compared to the
Solidgate
Hub
data, follow recommendations to ensure correct report download.
- API keys: Ensure the report is generated for the channel corresponding to the
API keys
used in your request and verify the correct API keys are used for the intended channel.
- Pagination handling: In case of large data volumes, the response contains
metadata:{"next_page_iterator": [value]}. This indicates the need for pagination and multiple requests. For subsequent requests, use the received next_page_iterator until the response contains
next_page_iterator:
null
.
- Data filtering: Filter the report data by using either the
created_at or updated_at parameters, with one of these set as the default filter for each report.
Reports may be inaccessible for about 30 minutes on Wednesdays at 5:00 PM (UTC) due to scheduled external maintenances. Once complete, all reports are available with data preserved.
Card orders
Card orders
API
report provides essential information for merchants, encompassing transaction details, customer information, and technical insights. This ensures a thorough order tracking process, aids in financial
reconciliation,
and empowers merchants to refine operational and marketing strategies.
APM orders
APM orders
API
report is essential for merchants using
alternative payment methods
(APMs), offering comprehensive transaction details including order IDs, statuses, amounts, customer information, and anti-fraud data, crucial for a complete understanding of APM transaction dynamics.
Subscriptions
Subscriptions
API
report offers a comprehensive overview for merchants, detailing customer
subscriptions,
payment methods, crucial customer data, and associated
invoices,
which are crucial for managing recurring revenues, customer retention, and informed decision-making in subscription-based businesses.
Chargebacks
Chargebacks
API
report is a valuable resource, providing valuable insights into each
chargeback,
including identifiers, dates, types, amounts, reasons, and related original order details, which is crucial for understanding chargeback patterns, enhancing dispute resolution, and
fraud
prevention.
PayPal disputes
PayPal disputes
API
report is a key asset that provides comprehensive visibility into disputes raised through the PayPal platform. This report offers granular insights into each dispute, including dispute IDs, order details, and lifecycle stages, essential for effective dispute management and enhancing customer satisfaction.
Prevention alerts
Prevention alerts
API
report provides businesses with critical data to proactively identify and address potential disputes. It includes alert types, order IDs, amounts, currencies, and outcomes, helping to prevent chargebacks and enhance fraud prevention strategies effectively.
Card fraud alerts
Card fraud alerts
API
report is important for business, providing detailed fraud-related information. It includes order IDs, amounts, and timings, along with specific fraud types and reason codes. Those are crucial for swiftly identifying, analyzing, and formulating effective strategies to enhance transaction security.
Access
financial
and
tax
reports, including transaction details and aggregated tax summaries. These reports streamline compliance and financial analysis across multiple regions and legal entities.
