Disputes by Charge Date Report
Evaluate the dispute quality of your sales by tracking which charges eventually received chargebacks or alerts, based on the original charge date.
The Disputes by Charge Date Report reveals which of your sales eventually resulted in disputes. Unlike the By Dispute Date view which shows current dispute activity, this report groups data by the date the original charge was processed — then looks up whether that charge received a chargeback or alert at any point in the future. This gives you a true cohort view of charge quality.
What This Report Includes
This report starts from successful sale and capture transactions processed during the selected date range, then looks up whether each charge eventually received a chargeback or alert.
Transactions Included:
- Successful, non-declined sale and capture transactions only
- Only transactions with a charge amount greater than $0
- Chargebacks and alerts are looked up as children of the qualifying charges, regardless of when the dispute was filed
- Test orders are excluded
- Date range is based on Transaction Completed Date (when the original charge was processed)
Why This Matters: This view answers "Of the sales processed during this period, which ones eventually got disputed?" Every dispute shown is directly tied to a charge in the selected date range, making the rates true cohort metrics. This is essential for identifying problematic billing periods, product launches, or campaigns that drove elevated dispute rates.
Revenue calculations depend on your Company Profile settings for shipping and tax inclusion.
Prerequisites
For dispute fee tracking to be accurate, fee amounts must be configured on your merchant accounts. Learn how to set up fees here.
Report Metrics
Charges
The total count of successful charges processed during the selected period. Every dispute in this view is a child of one of these charges.
Processed Revenue
The total revenue amount processed from all charges during the selected period, including tax and shipping.
Disputes
The total count of charges from the selected period that eventually received a chargeback or alert.
Dispute Revenue
The total revenue amount of charges from the selected period that eventually received a dispute.
Dispute Charge Rate
The percentage of charges that eventually received a dispute. Calculated as Disputes divided by Charges. This is a true cohort rate — every dispute is directly tied to a charge in the selected period.
Dispute Revenue Rate
The percentage of revenue from charges that were eventually disputed. Calculated as Dispute Revenue divided by Processed Revenue.
Dispute Fees
The total fees incurred from disputes on charges processed during the selected period.
Chargebacks
The total count of charges from the selected period that were eventually charged back.
Chargeback Revenue
The total revenue lost from charges in the selected period that were eventually charged back.
Chargeback Charge Rate
The percentage of charges that eventually received a chargeback. Calculated as Chargebacks divided by Charges. This is the true chargeback rate for this cohort of sales.
Chargeback Revenue Rate
The percentage of revenue from charges that were eventually charged back. Calculated as Chargeback Revenue divided by Processed Revenue.
Chargeback Fees
The total fees assessed for chargebacks on charges processed during the selected period.
Refund to Chargeback
The total count of chargebacks on charges that also had a refund issued.
Refund to Chargeback Rate
The percentage of chargebacks that also had refunds. Calculated as Refund to Chargeback divided by Chargebacks.
Alert to Chargeback
The total count of chargebacks on charges that also had an alert.
Alert to Chargeback Rate
The percentage of chargebacks that also had alerts. Calculated as Alert to Chargeback divided by Chargebacks.
Alerts
The total count of charges from the selected period that eventually received an alert.
Alert Revenue
The total revenue amount associated with charges that eventually received an alert.
Alert Charge Rate
The percentage of charges that eventually received an alert. Calculated as Alerts divided by Charges.
Alert Revenue Rate
The percentage of revenue from charges that eventually received an alert. Calculated as Alert Revenue divided by Processed Revenue.
Alert Fees
The total fees charged by alert service providers for alerts on charges processed during the selected period.
Available Dimensions
Use these dimensions to slice and filter your dispute data for deeper analysis.
| Dimension | Description |
|---|---|
| Transaction Date | The date the charge was processed |
| Transaction Hour | Hour of day when the charge was processed (0–23) |
| Transaction Day Of Week | Day of the week the charge was processed |
| Transaction Week | ISO week number of the charge |
| Transaction Month | Month and year of the charge |
| Transaction Year | Year the charge was processed |
| Customer ID | The customer's ID in the system |
| Customer Email | The customer's email address |
| Customer Name | The customer's full name |
| Customer Information | Combined customer details (name, email, phone) for searching |
| Connection | The connection (CRM instance) associated with the customer |
| Order ID | The unique order identifier |
| Transaction ID | The unique transaction identifier |
| Transaction Attempt | The attempt number for this charge |
| Transaction Cycle | The billing cycle of the transaction |
| Transaction Total | The total amount of the transaction |
| Transaction Type | The type of transaction (e.g., Sale, Capture) |
| Transaction Created User | The user or process that created the transaction |
| Transaction Descriptor | The billing descriptor shown on the customer's statement |
| Offer Status | The current status of the offer |
| Initial Offer | The offer on the initial charge |
| Initial Charge Offer | The offer tied to the initial charge transaction |
| Initial Charge Offer Code | Code of the offer on the initial charge |
| Initial Charge Offer Cycle | Billing cycle of the initial charge |
| Initial Charge Offer Attempt | Attempt number of the initial charge |
| Initial Charge Primary Offer Category | Primary category of the initial charge offer |
| Initial Charge Secondary Offer Category | Secondary category of the initial charge offer |
| Alert|Chargeback Code | Reason code for alerts or chargebacks |
| Days To Chargeback | Number of days between the charge and the chargeback |
| 3DS Verified Status | 3D Secure verification status |
| Has Gift | Whether the order was marked as a gift |
| Has Prepaid | Whether the order involved a prepaid offer |
| Has Discount Code | Whether a discount code was applied |
| Is Blacklist | Whether the customer is on the blacklist |
| Offers | The offers associated with the order |
| Offer Names | Display names of the offers on the order |
| Items | The items associated with the order |
| Item SKUs | The SKUs of items on the order |
| Campaign | The campaign associated with the order |
| Primary Campaign Category | Primary category assigned to the campaign |
| Secondary Campaign Category | Secondary category assigned to the campaign |
| Discount Codes | Discount or coupon codes applied to the order |
| Discount Name | Display name of the applied discount |
| Merchant | The merchant account used for processing |
| Merchant Group | The merchant group the merchant belongs to |
| Merchant Descriptor | The merchant's billing descriptor |
| Merchant MCC Code | The merchant category code |
| Primary Merchant Category | Primary category assigned to the merchant |
| Secondary Merchant Category | Secondary category assigned to the merchant |
| Processor | The payment processor used |
| Processor Response | The response message from the processor |
| Gateway | The payment gateway used |
| Gateway Transaction ID | The gateway's transaction identifier |
| Gateway AVS Code | Address Verification System response code |
| Gateway CVV Code | Card Verification Value response code |
| Gateway Response Code | The gateway's response code |
| Payment Method | The payment method used for the transaction |
| Payment Router | The payment router that directed the transaction |
| Card Bin Number | First six digits of the card number identifying the issuing bank |
| Card Bin Number + Card Last 4 | BIN and last 4 combined |
| Card Last 4 | Last 4 digits of the card number |
| Card Type | Card brand (e.g., Visa, Mastercard, Amex) |
| Card Issuer | The bank or institution that issued the card |
| Card Category | Category of the card (e.g., Consumer, Business) |
| Card Country | Country where the card was issued |
| Is Prepaid Card | Whether the card is a prepaid card |
| Currency | The transaction currency |
| Ship Country | Shipping destination country |
| Ship State | Shipping destination state or province |
| Tracking 1–20 | Custom tracking parameters on the order |
| Device | The device used to place the order |
| Device Type | The type of device (e.g., Desktop, Mobile, Tablet) |
| Referrer Domain | The full referring domain that drove the order |
| Referrer Base Domain | The base domain of the referrer |
Key Business Insights
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This report gives you the true dispute rate for a cohort of sales. Every dispute shown is directly connected to a charge in the selected period, making this the most accurate view for evaluating charge quality.
-
Identify problematic billing periods. If a specific month shows an elevated chargeback rate, investigate what changed — new products, pricing adjustments, fulfillment delays, or customer service issues that may have driven dissatisfaction.
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Allow time for disputes to mature. Chargebacks can be filed months after the original charge. Recent periods will naturally show lower dispute rates because not all disputes have been filed yet. Compare older, fully matured periods for the most accurate trends.
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Track Alert to Chargeback Rate as a prevention metric. If alerts on charges from a specific period still escalated to chargebacks at a high rate, your alert response process may need optimization.
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Use Refund to Chargeback data to evaluate refund timing. If charges that received refunds are still getting chargebacks, your refund processing may be too slow or customers may not recognize the refund on their statement.
Optimization Strategies
Audit problematic billing periods
- When you identify a period with elevated dispute rates, investigate what changed — new products, pricing, fulfillment, or customer service
- Compare against periods with lower rates to isolate the cause
Evaluate charge quality by segment
- Filter by campaign, offer, or merchant to identify which segments produce the highest dispute rates
- Focus prevention efforts on the highest-impact segments
Measure prevention effectiveness over time
- Compare cohort dispute rates across months to see if your prevention efforts are working
- A declining trend in cohort dispute rates confirms your improvements are having an impact
Pro Tips
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Use this report for strategic dispute analysis. While the By Dispute Date report shows current operational status, this report reveals the root causes — which sales are generating disputes.
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Wait for periods to mature before drawing conclusions. A billing period needs several months to fully mature before its dispute rate stabilizes. Don't over-react to low dispute rates on recent periods — they'll likely increase as disputes trickle in.
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Filter by campaign or offer to find the source. If a cohort has high disputes, drilling into the campaign or offer dimension often reveals the specific acquisition channel or product driving the issue.
Frequently Asked Questions
Q: Why are my dispute rates lower for recent periods? A: Chargebacks can be filed up to 120 days (or more) after the original charge. Recent billing periods haven't had enough time for all potential disputes to be filed. Allow at least 3–4 months before treating a period's dispute rate as final.
Q: What's the difference between this report and the Disputes by Dispute Date report? A: This report groups data by when the original charge was processed and looks up whether it was eventually disputed. The By Dispute Date report groups data by when the dispute was filed. The same chargeback appears in different time periods depending on the view. This report gives you true cohort rates; the other gives you current operational volume.
Q: How is Chargeback Charge Rate calculated here? A: Chargebacks divided by total charges, expressed as a percentage. In this view, every chargeback is directly connected to a charge in the selected period, making this a true cohort rate — unlike the By Dispute Date view where charges and disputes may not be related.
Updated 6 days ago