The Chargeback report

The Chargeback report provides an overview of your chargebacks and chargeback reversals during a specific time period. Chargebacks occur when the cardholder disputes a payment or charge on their card. You can always try and defend the chargeback by providing compelling evidence. You can learn more about disputes and chargebacks.  

To view the Chargeback report, 

• in the search bar, type “Chargeback report”, or 

• go to the main menu  > Finance > Chargeback report. 

 

In this article you can learn about:  

• Setting the filters in the report
• Understanding the fields in the report
  • Customer  
  • Created  
  • Notes  
  • Payment card  
  • Payment gateway type  
  • Identifier  
  • Value  
• Exporting the report 

​​​​​​Setting the filters in the report   

You can refine data in this report with the following filters: 

• Start: Select a start date to restrict results to a specific time period.
• End: Select an end date to restrict results to a specific time period. 
• Type: Select a chargeback type you want included in the report. 
  • Chargeback: Select to view chargebacks. 
  • Chargeback reversal: Select to view chargebacks that have been reversed.  
• Payment gateway: Select a payment integration to only include chargeback claims and reversals processed through that integration. 
  • Braintree: Select to view claims or reversals processed through Braintree.  
  • Adyen: Select to view claims or reversals processed through Adyen. 
  • Stripe: Select to view claims or reversals processed through Stripe. 
• Currency: Select a currency to only include chargeback claims and reversals created in that currency.  
  • CZK: To view claims or reversals created in Czech crowns.  
  • EUR: To view claims or reversals created in Euros.  
  • GBP: To view claims or reversals created in British pound sterling.  
  • USD: To view claims or reversals created in US Dollars.  

Click on View report to view the report after adjusting the filters.
​​​​

Understanding the fields in the report 

The report displays the following columns:  

• Customer:  The customer that claimed the chargeback or chargeback reversal. Note: Click on their name to open their profile.  
• Created:  The date and time of the chargeback claim or chargeback reversal.  
• Notes: Details about the chargeback or chargeback reversal.  
• Payment method: If the payment was made by card, then the reports lists the last four digits of the card.   
• Payment gateway type: The payment integration used to process the chargeback or chargeback reversal.  
• Identifier: The unique dispute identification code provided by the payment integration.  
• Value: The amount claimed for the chargeback, or, in case of chargeback reversal, the money sent back to your account after a dispute is ruled in your favor.

 

Exporting the report  

You can export this report to Excel: 

• to easily view all your chargebacks according to the filter selection,  
• make necessary corrections, and then  
• import it directly to your external accounting system.  

To export the Chargeback report: 

1. Click on Export 

2. Click on Export to Excel to export to an Excel sheet. 

You can click on Create export schedule to schedule a report export. 

You can learn more about chargebacks here.