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POST
/
api
/
adm
/
reportTransactions
/
reports
Generate Transaction Reports
curl --request POST \
  --url https://localhost:44371/api/adm/reportTransactions/reports \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "companyId": "<string>",
  "startDate": "2023-11-07T05:31:56Z",
  "endDate": "2023-11-07T05:31:56Z",
  "returnAllIfCountLessThan": 123,
  "offset": 123,
  "limit": 123,
  "filter": {
    "tags": [
      {
        "label": "<string>",
        "item": {
          "value": "<string>",
          "condition": "Equals"
        }
      }
    ],
    "week": [
      {
        "value": 123,
        "condition": "Equals"
      }
    ],
    "month": [
      {
        "value": 123,
        "condition": "Equals"
      }
    ],
    "resultCode": [
      {
        "value": "Undefined",
        "condition": "Equals"
      }
    ],
    "eventType": [
      {
        "value": "Authorize",
        "condition": "Equals"
      }
    ],
    "eventResult": [
      {
        "value": "Pending",
        "condition": "Equals"
      }
    ],
    "eventWeek": [
      {
        "value": 123,
        "condition": "Equals"
      }
    ],
    "eventMonth": [
      {
        "value": 123,
        "condition": "Equals"
      }
    ],
    "validCVV": [
      {
        "value": true,
        "condition": "Equals"
      }
    ],
    "ccType": [
      {
        "value": "VISA",
        "condition": "Equals"
      }
    ],
    "projectName": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "dateTime": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "time": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "date": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "year": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "eventDateTime": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "eventTime": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "eventDate": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "eventYear": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "ip": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "fingerprint": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "email": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "ccLast4": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "ccExpirationDate": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "billingFirstName": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "billingLastName": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "billingAddressLine1": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "billingAddressLine2": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "billingCity": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "billingState": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "billingZip": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "billingCountry": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "deliveryFirstName": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "deliveryLastName": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "deliveryAddressLine1": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "deliveryAddressLine2": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "deliveryCity": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "deliveryState": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "deliveryZip": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ],
    "deliveryCountry": [
      {
        "value": "<string>",
        "condition": "Equals"
      }
    ]
  },
  "order": {
    "tags": [
      {
        "index": 123,
        "option": "Asc",
        "label": "<string>"
      }
    ],
    "projectName": {
      "index": 123,
      "option": "Asc"
    },
    "dateTime": {
      "index": 123,
      "option": "Asc"
    },
    "time": {
      "index": 123,
      "option": "Asc"
    },
    "date": {
      "index": 123,
      "option": "Asc"
    },
    "week": {
      "index": 123,
      "option": "Asc"
    },
    "month": {
      "index": 123,
      "option": "Asc"
    },
    "year": {
      "index": 123,
      "option": "Asc"
    },
    "resultCode": {
      "index": 123,
      "option": "Asc"
    },
    "eventType": {
      "index": 123,
      "option": "Asc"
    },
    "eventResult": {
      "index": 123,
      "option": "Asc"
    },
    "eventDateTime": {
      "index": 123,
      "option": "Asc"
    },
    "eventTime": {
      "index": 123,
      "option": "Asc"
    },
    "eventDate": {
      "index": 123,
      "option": "Asc"
    },
    "eventWeek": {
      "index": 123,
      "option": "Asc"
    },
    "eventMonth": {
      "index": 123,
      "option": "Asc"
    },
    "eventYear": {
      "index": 123,
      "option": "Asc"
    },
    "ip": {
      "index": 123,
      "option": "Asc"
    },
    "fingerprint": {
      "index": 123,
      "option": "Asc"
    },
    "validCVV": {
      "index": 123,
      "option": "Asc"
    },
    "billingFirstName": {
      "index": 123,
      "option": "Asc"
    },
    "billingLastName": {
      "index": 123,
      "option": "Asc"
    },
    "email": {
      "index": 123,
      "option": "Asc"
    },
    "ccType": {
      "index": 123,
      "option": "Asc"
    },
    "ccLast4": {
      "index": 123,
      "option": "Asc"
    },
    "ccExpirationDate": {
      "index": 123,
      "option": "Asc"
    },
    "billingAddressLine1": {
      "index": 123,
      "option": "Asc"
    },
    "billingAddressLine2": {
      "index": 123,
      "option": "Asc"
    },
    "billingCity": {
      "index": 123,
      "option": "Asc"
    },
    "billingState": {
      "index": 123,
      "option": "Asc"
    },
    "billingZip": {
      "index": 123,
      "option": "Asc"
    },
    "billingCountry": {
      "index": 123,
      "option": "Asc"
    },
    "deliveryFirstName": {
      "index": 123,
      "option": "Asc"
    },
    "deliveryLastName": {
      "index": 123,
      "option": "Asc"
    },
    "deliveryAddressLine1": {
      "index": 123,
      "option": "Asc"
    },
    "deliveryAddressLine2": {
      "index": 123,
      "option": "Asc"
    },
    "deliveryCity": {
      "index": 123,
      "option": "Asc"
    },
    "deliveryState": {
      "index": 123,
      "option": "Asc"
    },
    "deliveryZip": {
      "index": 123,
      "option": "Asc"
    },
    "deliveryCountry": {
      "index": 123,
      "option": "Asc"
    },
    "paymentAuthorizationsCount": {
      "index": 123,
      "option": "Asc"
    },
    "paymentAuthorizationsValue": {
      "index": 123,
      "option": "Asc"
    },
    "paymentSettlementsCount": {
      "index": 123,
      "option": "Asc"
    },
    "paymentSettlementsValue": {
      "index": 123,
      "option": "Asc"
    },
    "refundAuthorizationsCount": {
      "index": 123,
      "option": "Asc"
    },
    "refundAuthorizationsValue": {
      "index": 123,
      "option": "Asc"
    },
    "refundSettlementsCount": {
      "index": 123,
      "option": "Asc"
    },
    "refundSettlementsValue": {
      "index": 123,
      "option": "Asc"
    },
    "paymentReverseAuthorizationsCount": {
      "index": 123,
      "option": "Asc"
    },
    "paymentReverseAuthorizationsValue": {
      "index": 123,
      "option": "Asc"
    },
    "chargebacksCount": {
      "index": 123,
      "option": "Asc"
    },
    "chargebacksValue": {
      "index": 123,
      "option": "Asc"
    },
    "amount": {
      "index": 123,
      "option": "Asc"
    },
    "firstEventDate": {
      "index": 123,
      "option": "Asc"
    },
    "lastEventDate": {
      "index": 123,
      "option": "Asc"
    },
    "firstEventDateTime": {
      "index": 123,
      "option": "Asc"
    },
    "lastEventDateTime": {
      "index": 123,
      "option": "Asc"
    },
    "eventCount": {
      "index": 123,
      "option": "Asc"
    },
    "lastEventType": {
      "index": 123,
      "option": "Asc"
    },
    "lastEventResult": {
      "index": 123,
      "option": "Asc"
    }
  },
  "group": {
    "tags": [
      {
        "index": 123,
        "label": "<string>"
      }
    ],
    "projectName": {
      "index": 123
    },
    "dateTime": {
      "index": 123
    },
    "time": {
      "index": 123
    },
    "date": {
      "index": 123
    },
    "week": {
      "index": 123
    },
    "month": {
      "index": 123
    },
    "year": {
      "index": 123
    },
    "resultCode": {
      "index": 123
    },
    "eventType": {
      "index": 123
    },
    "eventResult": {
      "index": 123
    },
    "eventDateTime": {
      "index": 123
    },
    "eventTime": {
      "index": 123
    },
    "eventDate": {
      "index": 123
    },
    "eventWeek": {
      "index": 123
    },
    "eventMonth": {
      "index": 123
    },
    "eventYear": {
      "index": 123
    },
    "ip": {
      "index": 123
    },
    "fingerprint": {
      "index": 123
    },
    "validCVV": {
      "index": 123
    },
    "email": {
      "index": 123
    },
    "ccType": {
      "index": 123
    },
    "ccLast4": {
      "index": 123
    },
    "ccExpirationDate": {
      "index": 123
    },
    "billingFirstName": {
      "index": 123
    },
    "billingLastName": {
      "index": 123
    },
    "billingAddressLine1": {
      "index": 123
    },
    "billingAddressLine2": {
      "index": 123
    },
    "billingCity": {
      "index": 123
    },
    "billingState": {
      "index": 123
    },
    "billingZip": {
      "index": 123
    },
    "billingCountry": {
      "index": 123
    },
    "deliveryFirstName": {
      "index": 123
    },
    "deliveryLastName": {
      "index": 123
    },
    "deliveryAddressLine1": {
      "index": 123
    },
    "deliveryAddressLine2": {
      "index": 123
    },
    "deliveryCity": {
      "index": 123
    },
    "deliveryState": {
      "index": 123
    },
    "deliveryZip": {
      "index": 123
    },
    "deliveryCountry": {
      "index": 123
    }
  },
  "timeZoneId": "<string>"
}
'
{
  "success": true,
  "code": 200,
  "errorMessage": null,
  "entries": []
}

Description

Generates transaction summary reports with pre-aggregated data optimized for administrative dashboards and financial reconciliation. Reports include transaction counts, total amounts, success rates, and other key metrics grouped by specified dimensions (day, week, month, project, status, etc.).

Input

  • Body: model (ReportTransactionReportsQueryRequest, required) — Report parameters including:
    • startDate (string/date, required) — Beginning of date range.
    • endDate (string/date, required) — End of date range.
    • companyId (guid, optional) — Filter by specific company.
    • groupBy (string, optional) — Grouping dimension (day, week, month).

Output

Returns a ReportTransactionReportsQueryResponse containing aggregated report data with transaction summaries.

Example Request

POST /api/admin/reportTransactions/reports
Content-Type: application/json
Authorization: Bearer {token}

{
  "startDate": "2025-01-01",
  "endDate": "2025-01-31",
  "companyId": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
  "groupBy": "day"
}

Example Response

{
  "success": true,
  "code": 200,
  "errorMessage": null,
  "summaries": [
    {
      "date": "2025-01-15",
      "transactionCount": 1523,
      "totalAmount": 152300.50,
      "successCount": 1450,
      "failedCount": 73,
      "successRate": 95.21
    }
  ],
  "totalTransactions": 1523,
  "grandTotal": 152300.50
}

Errors

  • 400 Bad Request — Missing required date range or invalid parameters.
  • 401 Unauthorized — Missing or invalid authentication token.

Notes

  • Report data is synchronized periodically; slight delays may occur for very recent transactions.
  • Large date ranges may take longer to process; consider narrowing the range for faster results.
  • Empty results return success with empty summaries array.

Authorizations

Authorization
string
header
required

The access token received from the authorization server in the OAuth 2.0 flow.

Body

application/json

The report request containing date range, company/project filters, and aggregation options.

Represents the parameters used to build a grouped transaction report. Captures the date range, tenant scope, and optional grouping, filtering, and ordering instructions requested by administrative users.

companyId
string<guid>
required

Identifier of the company that owns the report data. Ensures the report query is executed within the authenticated tenant's boundaries.

Minimum string length: 1
startDate
string<date-time>
required

Inclusive start date for the report window. Used to constrain the aggregation to transactions that occurred on or after the specified timestamp.

Minimum string length: 1
endDate
string<date-time>
required

Inclusive end date for the report window. Marks the final timestamp that should be included when assembling grouped metrics.

Minimum string length: 1
returnAllIfCountLessThan
integer<int32>

Threshold that determines when pagination should be bypassed. If the total matches are less than or equal to this value the API returns the entire dataset instead of trimming with Offset and Limit.

offset
integer<int32>

Number of grouped rows to skip when paging. Used alongside Limit to support cursor-based navigation in the admin data grid.

limit
integer<int32>

Maximum number of grouped rows to return. Sets the page size; common values mirror the UI page length so exports remain manageable.

filter
object

Collection of field and tag filters applied to the report. Contains the exact filter selections made by the requester, including date, status, and custom tag criteria.

order
object

Sort instructions for the grouped results. Defines which columns should dictate ordering when the response is presented in tables or exported files.

group
object

Grouping configuration describing how transactions should be aggregated. Allows combinations of project, tag, and date-based groupings to be expressed in a single report definition.

timeZoneId
string | null

Time zone used to interpret StartDate and EndDate. Defaults to Eastern Standard Time to preserve legacy behavior but can be overridden when exporting for other regions.

Response

Always returned. Check the success property in the response body to determine if the operation succeeded.

Standard response structure containing operation status and error information. Standard query response containing a collection of matching entities. Represents the response envelope returned from a grouped transaction report query. Extends BaseQueryResponse{T} with a total count so clients can determine whether additional pages are available.

success
boolean

True if the operation completed successfully; false if an error occurred.

Example:

true

code
enum<string>

Result code indicating the outcome of the operation.

Available options:
Unknown,
Success,
BadRequest,
Unauthorized,
NotFound,
Error
Example:

200

errorMessage
string | null

Human-readable error message when an error occurs.

Example:

null

entries
object[] | null

Collection of entities matching the query criteria.

Example:
[]
total
integer<int32>

Total number of grouped records matching the request. Enables the UI to render paging controls and decide when the ReportTransactionReportsQueryRequest.ReturnAllIfCountLessThan behaviour was triggered.