Overview

There are a number of reporting options in the Control Panel. What’s available to you will depend on your account setup and your business’s location. If you see a report in the Control Panel that isn’t listed below, contact us for additional information.

Decline analysis

• Uses Advanced Search results to analyze decline rates
• Allows you to sort declines by processor responses or bank identification numbers (BINs)

Expiring cards

• Details all expiring and expired cards in your vault within a specified time range

Settlement Batch Summary

• Lists transactions processed in a settlement batch, categorized by payment method
• Can be automatically emailed to Control Panel users

Transaction-Level Fee report

• Available for US merchants only
• Provides a transaction-level breakdown of assessed fees
• Available for merchants on IC+ and blended or flat rate pricing models

Transaction Summary

• Shows transactions currently categorized as successful or unsuccessful within a given date range
• Helpful for identifying processing trends

1099-K

• Available only for Braintree Direct merchants domiciled in the US
• Required for tax purposes and provided to applicable merchants

Statements

• Availability differs depending on your account setup and the country your company is located in
• Often contain specific details on pricing, fees, processing, and disbursement
• May help with reconciliation