What is the Transactions Search

The Transactions search will show you every individual transaction based on the date the transaction occurred.

When would I use this?

This is commonly used when creating a cohort around specific transaction criteria.

Bulk Updates - updating scheduled transactions
Reviewing Decline issues
Merchant Health Analysis

Quick Actions

On the Transaction Search index, find a transaction and drill right into that page to perform quick actions. When your list of Transactions is displayed, you can:

Click on the Transaction Row
On the Transaction Page, additional details around the transactions are shown
By clicking Options, you can take quick actions on those transactions:
1. Refund
2. Void
3. Mark as Alert
4. Mark as Chargeback
5. Add Store Credit
6. Reverse Chargeback
Follow the prompts and hit submit

What Reports use Transactions?

☐ Transactions
☐ Profit & Loss
☐ Disputes

Transaction Types

Type	Category
Sale	Payment
Refund	Dispute
Void	Dispute
Chargeback	Dispute
Alert	Dispute
Auth	Payment
Capture	Payment
COD	Payment
Chargeback Reversal	Dispute
Returned Check	Dispute

Transaction Filter Options

Dates

Filter	Description
Date Complete From/To	The date the transaction occurred, this can be a range if From/To vary
Date Scheduled From/To	The date the transaction was or is scheduled, this can be a range if From/To vary
Date Ordered From/To	The date the original Order of the Transaction was complete
Date Acquired From/To	The date the customer record was inserted into Vrio

Unique Identifiers

Filter	Description
Customer ID	Vrio Customer ID - unique identifier based on unique customer email
Order ID	Vrio Order ID
Transaction ID	Vrio Transaction ID - Each attempt and transaction type have a unique ID
Gateway Transaction ID	Transaction ID returned from the Gateway
Billing Info (Address, City, State, Zip, Country)	Search for specific billing address details

Program Identifiers

Filter	Description
Transaction Status	Status of the transaction: Pending, Complete, Scheduled, Cancelled or Skipped
Successful	Filter if the transaction was successful - Yes or No
Payment Method	Type of payment method used on this transaction - Credit Card, Digital Wallet, Cash, etc.
Shipment Status	Shipping Status associated with this Transaction
Merchant Account	Merchant account used for this subset of transactions
Type	Transaction Type: Sale, Auth, Capture, Refund, Void, Alert, Chargeback, Chargeback Reversal, COD, Returned Check
Billing Cycle	List of billing cycles to limit the search to. Comma separated. Initials = Cycle 1
Cycle Attempt	List of attempt number to limit the search to. Comma separated list. First attempt = Attempt 1
Campaign	Select list of Campaign(s) to limit the search to.
Tracking1...20	Text form of tracking variables passed when the order was created.

Payment Identifiers

Filter	Description
Total	The total amount of the transaction
Currency	Currency used for the transaction
Card First 6	The first 6 of the card details used for the transaction
Card Last 4	The last 4 of the card details used for the transaction