Introduction
Basic reports are included in the app as a template to give you a sense of what fields can be filtered on and what type of metrics you can yield. We recommend starting with these Reports and editing them to reach your desired metrics.
- Navigate to Reports.
Lightning: Click on the app launcher | Under "All Items" | Click on Reports.
Classic: Click on "All Tabs" ("+" icon in the top right) | Click on Reports.
- In the left-hand column, click on the "Blackthorn | Payments Reports" folder.
Out of the Box Reports
The below Reports are all accessible when installing Blackthorn | Payments.
- Transactions to fix: All Transactions that need to be fixed and have an "Open" status.
- Completed and failed Transactions: All completed and failed Transactions by month.
- Historical gross revenue: All successful Transactions.
- Reconciliation and Payouts: All payouts with their related charges and refunds.
- Revenue forecast by month: "Open" status Transaction by monthly due date. coming soon
- Transactions to be reattempted: Transactions that have been created with reattempt logic.
- Transactions failed today: Transactions that failed to capture today.
- Transactions due in the next 7 days: Transactions with "Open" status and
Due Datewithin 7 days. - Transactions completed today: Transactions that were "Completed" and "Captured" today.
- Transactions completed this month: Transactions that were "Completed" and "Captured" this month.
Next Steps
Use our "out of the box" Dashboard to see your Report data in a variety of displayed components.
Troubleshooting
If you have received an error with our Reports or have a question, please view our Troubleshooting or FAQ page. If you still have Default Payment Method questions, please contact Blackthorn Support. We're happy to help!