Transaction List Filters

In the Blackbaud Merchant Services Web Portal, filters help you find specific transactions and fine-tune transaction lists to view only records that share certain characteristics. For example, you can view only approved transactions or all transactions from last month.

Apply Filters

1. From a transaction list, select Filter.

2. Choose filter criteria.

3. Select Apply filters.

Filters appear at the top of a list so you can quickly edit or remove them.

Tip: After you apply filters, you can save the list for reuse.

Transaction Data Filters

• Amount — The total (gross) amount processed for the transaction, including any processing fees.

• Date — The date that Blackbaud Merchant Services processed the transaction.

• Organization time zone — Determines the time zone and corresponding date for transactions in the list. By default, transactions display in Eastern Time (ET).

• Result — The processing result returned by the payment gateway for the transaction, such as whether it was approved or declined.

• Source — How Blackbaud Merchant Services received the transaction, such as card present, refund, or chargeback.

• View test data — Determines whether test data is included in your results.

Account Information Filters

• Account holder — The account holder name entered for the transaction's credit card or bank account.

• Account number (last 4 digits) — The last four digits of the credit card or bank account number processed for the transaction.

• Account type — The type of account used for the transaction, such as credit card or direct debit.

• Card type — For credit card transactions, the type of card that was used, such as Visa or Mastercard.

• Check number — For direct debit transactions, the number entered for the online check.

• Wallet type — The type of wallet that processed the transaction, such as Apple Pay.

Fee Coverage Filters

• All transactions — Shows all transactions.

• My organization paid — Displays transactions with fees paid by your organization.

• Blackbaud paid — Displays transactions processed through a Complete Cover-enabled form.

• Donor covered — Displays transactions with fees covered by the donor.

Other Filters

• Application — Which Blackbaud application submitted the transaction for processing, such as MobilePay Terminal.

• Has been disbursed? — Indicates whether the transaction has been disbursed to your organization.

• Terminal types — For card-present transactions, where the transaction was accepted, such as a Blackbaud MobilePay Terminal or Payment Terminal device.