- Daily cash flow tracking
- Detailed views of transaction lifecycles
- Fraud alerts data for enhanced security
- Chargeback details for risk management
Via API
Reports
API v1
helps you manage your data and streamline reporting. Most retrieve-* reports include pagination when the number of entities is limited to 2k within a specific time interval. Prevention alerts use a separate by-date asynchronous CSV export instead of pagination.
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 v1
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: For paginated
retrieve-* reports, when data volumes are large, 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 v1
report provides essential order-level information for merchants, encompassing transaction details, customer information, and technical insights. It supports order lifecycle tracking, financial
reconciliation,
and operational analysis.
APM orders
APM orders
API v1
report is essential for merchants using
alternative payment methods
, or APMs, offering transaction details including order IDs, statuses, amounts, payment methods, customer information, and anti-fraud data. PayPal orders are excluded when payment was not completed after the PayPal button was displayed.
Subscriptions
Subscriptions
API v1
report offers a comprehensive overview for merchants, detailing customer
subscriptions,
payment methods, products,
invoices,
and billing periods for recurring revenue and retention analysis.
Chargebacks
Chargebacks
API v1
report provides insights into each
chargeback,
including identifiers, dates, types, amounts, reasons, and related order details. Use it to understand chargeback patterns, improve dispute resolution, and support
fraud
prevention.
PayPal disputes
PayPal disputes
API v1
report provides visibility into PayPal disputes, including dispute IDs, order details, amounts, reasons, statuses, lifecycle stages, and pre-chargeback alert context for effective dispute management.
Prevention alerts
Prevention alerts
API v1
report provides data to proactively address potential disputes before they escalate. It includes alert types, order IDs, amounts, currencies, outcomes, and provider details to prevent chargebacks and strengthen fraud prevention strategies.
Card fraud alerts
Card fraud alerts
API v1
report provides fraud-related information, including order IDs, fraud amounts, reported dates, fraud types, reason codes, and card schemes to investigate fraudulent activity and strengthen 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.
