Transaction Reports

Transaction Reports

Transaction Summary


The Transaction Summary provides an overview of all transactions processed within your business. It displays high-level metrics, helping you track total transaction value, success rates, pending amounts, and declined transactions. With these insights, you can monitor your financial performance at a glance.

Key Sections of the Transaction Summary

  1. Overview Metrics:

    • Processed Transaction: Total monetary value of transactions processed within the selected date range.
    • Successful Transaction: The value of transactions successfully completed.
    • Pending Transaction: Transactions that have been initiated but are not yet completed.
    • Declined Transaction: Transactions that were not approved or failed due to errors.

  2. Transactions Insights:

    • A graphical representation of transaction trends over time.
    • Toggle between Daily, Weekly, or Monthly trends to view performance over specific periods.
    • Use this feature to track peaks and drops in transaction activity.

Customizing Your Transaction Summary

You can personalize the Transaction Summary using the following tools:

  1. Date Range:

    • Select predefined options such as Today, Yesterday, Last Week, Last Month, or set a Custom Date Range for precise analysis.

  2. Transaction Value or Count:

    • Transaction Value: Displays monetary totals for processed, successful, pending, or declined transactions.
    • Transaction Count: Shows the number of transactions within each category.

  3. Currency Selector:

    • Switch between currencies (e.g., NGN or USD) for better financial tracking.

  4. Filters:

    • Use the filter option to refine your summary by:
      • Transaction Status: Successful, Pending, Declined.
      • Customer Details: Search for specific customer transactions.
      • Channels: Narrow data by transaction channels such as payment links or invoices.

Transaction List

The Transaction List provides a detailed view of all transactions processed within the selected date range. It complements the summary by offering granular insights into individual transactions.

Key Sections of the Transaction List

  1. Transaction Details:

    • Date: The date and time the transaction occurred.
    • Transaction ID: A unique identifier for each transaction.
    • Merchant Reference: Additional reference details for tracking.
    • Customer Name: The name of the customer involved in the transaction.
    • Service: The service or product tied to the transaction.
    • Status: Indicates if the transaction was successful, pending, or declined.
    • Amount: Total value of the transaction.
    • Method: The payment method used (e.g., card, invoice).
    • Channel: How the payment was made (e.g., payment link, invoice).

  2. Download Report:

    • Export transaction data for offline analysis or sharing with stakeholders.

Customizing Your Transaction List

Just like the summary, the transaction list can be tailored to your needs:

  1. Date Range:

    • View transactions within a specific period using predefined or custom ranges.

  2. Filters:

    • Filter by Status, Customer, Method, or Channel to view specific transactions.

  3. Show/Hide Columns:

    • Choose which details (e.g., Transaction ID, Customer Name, Amount) appear on your screen.

  4. Currency Selector:

    • View transaction amounts in your preferred currency (e.g., NGN or USD).

How to Access the Transaction Summary/ List

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  1. Login to your Credo account
  2. Go to the Transactions tab in the left-hand menu.
  3. Toggle the Transaction Summary/ List tab at the top of the page.

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