Introduction

See the percentage of your transactions that were approved and declined each day during a specific time period.

 

Run a Report

Follow these steps to run the Approval Rates report:

 

Login to the Segpay Merchant Portal at: https://mp.segpay.com, and point your mouse at the Performance Reporting menu. Select Approval Rates.

 

Follow these steps to generate a report with the data you want:

 

Click Choose from a saved Report if you have used the Approval Rates report before and want to retrieve a specific report you’ve run previously, so you don’t have to re-create it (see the Saved Reports section near the end of this document for more detail). Otherwise, see step 2 below to generate a new report.

 

 

 

 

Click the date-selector box and choose the time period you want to report on. Select Today, Yesterday, This Week (the current Sunday-Saturday period), Last 7 Days, This Month, Last Month (the previous calendar month), Last 30 Days. Or choose a Custom Range by selecting starting and ending dates:

 

 

Next, select the merchant account(s) you want to see in the report. Notice the search box, which comes in handy if you have many accounts to scroll through.

 

 

Select which specific Cash program(s) you want included in the report. This groups your websites together by the cash/affiliate program(s) they are associated with, so it may be easier for you to report by cash program instead of selecting URLs in the next step.

 

Under Transaction Sources, select the types of transactions you want included in the report:

 

Signups: transactions resulting from an initial signup.

Conversions: transactions that occur when a trial period converts to a full membership.

Rebills: transactions resulting from recurring subscription charges.

 

Click Select All to include all types of transactions in the report.

 

 

Click the URL(s) menu to see a list of your websites. If you selected specific cash program(s) earlier, you will only see URLs associated with the selected programs. All URLs are selected by default, but you can select only specific sites to be included in the report. Note the Search box, which makes it easier to find a specific URL if you have a large list.

 

 

You can customize the report by grouping according to a particular data point. For example, view approval rates by URL, Cash program, Customer country, IP Country, Package ID, Merchant Partner ID or Price Point ID.

 

Click Generate Report. By default, results are sorted chronologically by date. Each row represents a specific date during the date range you selected and displays the number of approvals and declines you had on that date, with the percentage of your overall transactions each represents. Total transaction counts and rates appear at the bottom of the report.

 

The fifth column represents the category you chose to sort by in the previous step (see image below).

 

 

Raw Attempts/Declines: A count of all attempts/declines. Example: a consumer is declined twice in successive attempts and approved on the third try. This translates to 3 raw attempts and 2 raw declines.

 

Unique Attempts/Declines: In the example above, 1 unique attempt and 0 unique declines are counted (since the transaction was ultimately approved).

 

When there is a number greater than 0 in the Raw Declines or Unique Declines columns, you can click the number to view details about those specific transactions in the Declined Transactions report.

Customize Report Results

 

Many reports have similar elements that can be used to customize the report.  See below for some sample elements that are available in this report. Note screen shots may not be an exact match for the data returned on this report.

Choose from a Saved Report

 

Most reports have four small icons in the top right corner.  The one shaped like a floppy lets you save your report filter choices so that you can easily retrieve them later.

Just click the icon and type in a name to use when retrieving your report filter.  If you choose the same name again it will let you overwrite the old filter.  You can also rename and delete your filters.

When you are ready to use your filter just click ‘Choose from a saved report’ to pull up your saved filter.  This can save you time if you run the same report many times.  Note saved reports save filters but do not save groupings.

 

Download my Report

 

To download your report choose the icon in the top right that looks like a down arrow.

 

Then give your report a name and choose the format for your download (CSV,XSLX,PDF) and click the download button.

On some reports that return thousands of rows of data you will be given some additional choices for your download.  You will see an option to have your report emailed to you. 

Large reports may be emailed to you in a zip archive format.  Very large reports (usually in PDF format) can require the zip archive to be split into multiple emails for delivery.  Save all attachments to the same folder and open the first one and it will uncompress them together into a single large file.

 

 

Report Charts

 

In the top right corner of your report you will see several small icons.  The icon with the waving arrow will allow you to see a chart view of your report. 

 

When viewing each chart type you can use the other dropdown filters to change the way your chart data is represented on the page.  Experiment with different options to see which gives you the best view for that chart type.

    

 

Result Table Filtering in your Report

 

Your report data is returned in a tabular grid format.  There are several useful controls built into this grid for filtering and sorting your data.  

Page Controls and both Horizontal and Vertical Scroll Bars will help you to see data that is too large to fit on the screen. 

Use the arrows to advance to a certain page or go all the way to the last page.  You can also control how many items display on a single page.   Totals are shown to the right. 

Please feel free to let us know any thoughts or suggestions you have about this report or anything else, by emailing [email protected].