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Heartland - Dev Portal

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  1. Home
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  4. Reports
  5. Reports API
  6. Account Summary
Updated on June 9, 2023

Heartland - Dev Portal

  • folder icon closed folder iconIntroduction
  • folder icon closed folder iconAuthentication
  • folder icon closed folder iconManagement
    • Getting Started
    • Platform Accounts Management
      • Get Platform Account Configuration
      • Get Platform Account
      • Create Platform Account
      • Update Platform Account
      • Objects Reference
    • Sub-Accounts Management
      • Get Sub-Account Configurations
      • Get Sub-Account
      • Create Sub-Account
      • Update Sub-Account
      • Objects Reference
    • Users Management
      • Get User by User Id
      • Get User by Username
      • Create User
      • Update User
      • Objects Reference
    • Underwriting Management
      • Get Application
      • Get Application Template
      • Get Application Fields Statuses
      • Get Application Status
      • Get Linked Sub-Accounts
      • Get Resubmission
      • UMS IFrame Authentication
      • UMS IFrame
      • UMS IFrame Authentication in Resubmission Mode
      • UMS IFrame in Resubmission Mode
      • Create Application
      • Update Application
      • Update Application Fields Statuses
      • Update Application Status
      • Objects Reference
      • Response Codes
  • folder icon closed folder iconTransactions Processing
    • Getting Started
    • Credit Card Transactions
      • 3D-Secure
      • Authorization
      • Void
      • Capture
      • Charge
      • Refund
      • Credit
      • Verify
      • Chargeback
      • Cancel
    • Update
    • Adjustment
    • Recurring
    • ACH
    • Response
    • Response Codes
    • Objects Reference
  • folder icon closed folder iconTransactions Echo
    • Getting Started
    • Credit Card Transactions
      • Authorization
      • Void
      • Capture
      • Charge
      • Refund
      • Credit
      • Verify
      • Chargeback
      • Cancel
    • Update
    • Adjustment
    • ACH
    • Echo Response
    • Response Codes
    • Objects Reference
  • folder icon closed folder iconTokenization
    • Processing with a Token
      • Getting Started
      • Processing with Tokenization
    • Tokenization iFrame
      • iFrame Integration
      • iFrame Customization
      • iFrame Testing
      • Response Example
    • Tokenization API
      • Getting Started
      • Tokenization Request
      • Tokenization Response
      • Response Codes
  • folder icon closed folder iconPayouts
    • Getting Started
    • Payout Transactions
    • Response
    • Objects Reference
  • folder icon closed folder iconReports
    • Getting Started
    • Reports API
      • Account Balances
      • Payouts
      • Payouts Reconciliation
      • Transaction Details
      • Settlements
      • Account Summary
      • Transactions
      • Transactions Summary
      • Fees Summary
      • Incoming Fees
      • Expected Future Revenue
      • Profitability Analysis
      • Reconciliation Summary
      • Reconciliation Records
      • Chargeback Analysis
      • Tokens
      • Sign-up Summary
    • Status Codes
  • folder icon closed folder iconErrors
  • folder icon closed folder iconResponse Codes

Account Summary

REST Sandbox URL: https://sandbox.4levers.com/NewReportsApi/api/Reports/account-summary REST Production URL: https://reports-api.4levers.com/api/Reports/account-summary Account Summary Report provides count and volumes of successful/declined transactions (Authorization, Charge, Void, Partial Void, Capture, Partial Capture, Refund, Partial Refund, Credit, Cancel) and approval rates for a selected time period.
Request Example (REST Production URL)
GET: https://reports-api.4levers.com/api/Reports/account-summary?DateFrom=2020-12-10&DateTo=2020-12-22&DateRangeType=SystemDate&ReportPeriodType=Daily&Currencies=USD&Accounts={accountId}&SubAccounts={subAccountId}

Request Parameters

Name Type Required Description
datefrom datetime ✓ determines the selection starting/ending time range
dateto datetime ✓ determines the selection starting/ending time range
daterangetype enum optional select the output period for the report
Available Values:
  • systemDate
  • merchantDate
processors string/array optional specify your processor(s)
reportperiodtype enum optional select the output period for the report
Available Values:
  • daily
  • monthly
serviceproviders integer/array optional enter your service provider id(s)
operators integer/array optional enter your operator id(s)
accounts integer/array optional enter your platform account id(s)
subaccounts string/array optional enter your sub-account id(s)
skip integer optional these parameters determine which records will be displayed in the report based on specified index number.
to get from fifth to twentieth record specify skip = 4 and take = 16
take integer optional these parameters determine which records will be displayed in the report based on specified index number.
to get from fifth to twentieth record specify skip = 4 and take = 16
currencies enum optional enter currency type ids to filter sub-account by
Available Values:
  • CAD
  • USD
  • EUR
  • GBP
  • AUD
  • SGD
  • JPY
  • NZD

Response Parameters

Name Description
date record date and time
transactiontype transaction type
numberofsuccessful number of successful transactions of the specific transaction type.
amountofsuccessful amount of successful transactions of the specific transaction type.
numberofdeclined number of declined transactions of the specific transaction type
amountofdeclined amount of declined transaction of the specific transaction type
approvalratebynumber the percentage of successful from [successful + declined]
approvalratebyamount the percentage of successful from [successful + declined]
currency transactions currency
subaccount sub-account identifier
platformaccount platform account name
 
				
					
[
  {
    "date": "2020-07-14T00:00:00",
    "transactionType": "Capture",
    "numberOfSuccessful": "2",
    "amountOfSuccessful": "20.00",
    "numberOfDeclined": "0",
    "amountOfDeclined": "0.00",
    "approvalRatebyNumber": "100.00",
    "approvalRatebyAmount": "100.00",
    "currency": "USD",
    "subAccount": "Sub-Account Id",
    "platformAccount": "Platform Account Id"
  },
  {
    "date": "2020-07-14T00:00:00",
    "transactionType": "Partial Capture",
    "numberOfSuccessful": "3",
    "amountOfSuccessful": "100.00",
    "numberOfDeclined": "3",
    "amountOfDeclined": "2.00",
    "approvalRatebyNumber": "100.00",
    "approvalRatebyAmount": "100.00",
    "currency": "USD",
    "subAccount": "Sub-Account Id",
    "platformAccount": "Platform Account Id"
  }
]				
			
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