Report CSV download

This topic describes how to download reporting data as Comma Separated Values (CSV) by submitting a HTTPS POST query string. By implementing the CSV download functionality outlined here, your system can be configured to process requests on your behalf, allowing you to automate the process of downloading the records required.

  We also provide similar functionality in MyST, which is a manual process where a user has to be signed in and present to trigger the download. Click here for further information.

  The maximum number of records that can be downloaded is 75,000.

If you have greater than 75,000 records, we recommend requesting smaller time-frames and performing multiple sequential requests

 

Process overview

Reports allow you to keep track of the number of requests processed on your account during a specified period of time. This information is grouped by criteria specified in the POST.

Example use cases:

  • Download the number of transactions authorised.
  • Download the number of transactions suspended.
  • Download the total funds settled.
  • Download the number of transactions processed with PayPal.

The following is an example of a POST for requesting a report download CSV report:

wget --output-document=output.csv --user=example@example.com --ask-password --post-data="sitereferences=test_site12345&startdate=2017-01-01&enddate=2017-01-31&settlestatuss=100&sqlgroupbys=currencyiso3a&sqlgroupbys=paymenttypedescription" https://myst.trustpayments.com/auto/transactions/reporting

 

The request above consists of four main parts:

1. Basic Access Authentication

You will need to provide a MyST username with sufficient user privileges to perform the download for the given site reference(s).

--user=example@example.com --ask-password

The CSV file can be downloaded using a HTTPS POST query string with Basic Access Authentication. Basic Access Authentication is a method for a web browser client program to provide a username and password when processing a request.

 

Supported user roles

You can use your Webservices username and password to download transaction records and reports. If you do not already have a Webservices username, you can create a new user using MyST.

  We also support two additional user roles for CSV downloads. These are “Transaction download” and “Report download”, for downloading transaction records and reports respectively. To set up users with these roles, please contact our Support Team.

 

Authorisation header

A username and password, separated by a colon, then base64 encoded must be included in the authorisation header when performing the request. Most URL libraries will construct the basic authentication header automatically, but if you need to perform this manually, please follow this example:

Username: csvdownload@example.com
Password: pa55word
Separated by a colon: csvdownload@example.com:pa55word
Base64 encode: Y3N2ZG93bmxvYWRAZXhhbXBsZS5jb206cGE1NXdvcmQ=

Therefore, the authorisation header should be:

Authorization: Basic Y3N2ZG93bmxvYWRAZXhhbXBsZS5jb206cGE1NXdvcmQ=
2. Filters

Filters can be included in the request so that only records meeting certain criteria are returned.

sitereferences=test_site12345&startdate=2017-01-01&enddate=2017-01-31&settlestatuss=100

By default, all transactions within the date range for the specified site reference(s) will be returned in the download. Filters can be applied to the download so only certain records are returned. In the example above, the following filters have been applied:

  • Site reference: test_site12345
  • Transaction authorisation date: 1st January 2017 – 31st January 2017
  • Settle status: 100

Multiple values for the same filters can be included in the call separated by an “&”.

For example, for downloading e-commerce and MOTO transactions, the accounttypedescriptions filter can be included twice with two different values:

accounttypedescriptions=ECOM&accounttypedescriptions=MOTO

 

Required filters

The following fields must be included in the POST data:

Filter name Comment
sitereferences The site reference/s to download data from.
startdate The start date for the specified records (in the format YYYY-MM-DD).
enddate The end date for the specified records (in the format YYYY-MM-DD).

Data can be downloaded for multiple site references by including additional site references fields in the call separated by an “&”.

For example, if transactions are needed for site1 and site2, the call would include the following:

sitereferences=site1&sitereferences=site2

  Please note that even if downloading transactions for one site reference, the field must always be called sitereferences.

 

Optional filters

Useful filters

The following is a list of the most frequently-used filters by our merchants:
(Contact our Support Team to enquire about availability of additional filters)

Filter name Comment
accounttypedescriptions

Filter by account type, e.g. “ECOM” for e-commerce.

You can view the account types enabled on your account in MyST, by navigating to your site details page and clicking “Accounts”.

Click here for a list of account types.

currencyiso3as

Filter by currency.

Click here for a list of currency codes.

errorcodes

Filter by error codes.

Click here for a list of error codes.

paymenttypedescriptions Filter by payment type. e.g. “VISA”,  “MASTERCARD” etc.
requesttypedescriptions

Type of request, for example “AUTH”, “REFUND” etc.

Click here for a list of request types.

settlestatuss

Filter by status. e.g. “100” for all settled transactions.

Click here for further information on settlement.

  Note that to search by settlestatus, the field must be called settlestatuss.

 

Filter by time

Use the following filters to download data on transactions within a specified range of time:

Filter name Comment
starttimehour To find transactions between HH:mm:00 and HH:mm:59
*Required if end time specified
starttimeminute To find transactions between HH:mm:00 and HH:mm:59
* Required if starttimehour specified
endtimehour To find transactions between HH:mm:00 and HH:mm:59
* Required if start time specified
endtimeminute To find transactions between HH:mm:00 and HH:mm:59
* Required if endtimehour specified

For example, for downloading transactions between 13:30:00 and 14:29:59:

starttimehour=13&starttimeminute=30&endtimehour=14&endtimeminute=29

 

Date type

By default, dates and times specified are filtered based on when the transaction was initially processed. However, you can explicitly specify the type of date/time that is filtered by including the following additional filter:

Filter name Comment
datetypes Specify “settledtimestamp” to filter by date/time transactions were settled.

Specify “transactionstartedtimestamp” to filter by date/time requests were processed.

  If your system is processing a high volume of transactions, we recommend downloading CSV files of transactions on an hourly basis (instead of daily), for optimum performance and to reduce the size of the files downloaded. Your system can submit a request every hour, specifying the time filters as described above, to ensure only transactions processed in the last hour are included.

3. Display preferences

This is where you can specify the data fields to be returned.

As a minimum, all report download CSVs will contain the acquirer name and number of transactions settled for each of these acquirers within the given timeframe.

Example output:

acquirertypedescription,settledcount
BARCLAYS,1916
PAYPAL,249
PAYSAFE,18
TEST,4

 

Grouping

The output returned in the report download can be grouped by the following options:

  • day
  • sitereference
  • currencyiso3a
  • requesttypedescription
  • accounttypedescription
  • paymenttypedescription
  • errorcode
  • settlestatus
  • livestatus
  • transactionactive
  • enrolled
  • fraudcontrolshieldstatuscode
  • orderreference

You can apply preferred grouping to the report download by submitting the optional sqlgroupbys field in the request.

The following example request would return output grouped by currency first and then payment type:

wget --output-document=output.csv --user=example@example.com --ask-password --post-data="sitereferences=test_site12345&startdate=2017-01-01&enddate=2017-01-31&settlestatuss=100&sqlgroupbys=currencyiso3a&sqlgroupbys=paymenttypedescription" https://myst.trustpayments.com/auto/transactions/reporting

  The order in which the sqlgroupbys are submitted affects the output. The output is always grouped in the order submitted in the request.

For instance, you could instead choose to group the output by payment type first and then currency, by swapping the two fields around in the example above.

When submitting the example request above, the output would be grouped as shown below. Because the data was requested to be grouped by both currency and payment type, the result is that there is a row in the output for each combination of currency and payment type.

acquirertypedescription,currencyiso3a,paymenttypedescription,settledcount,sumsettlemainamount
TEST,GBP,VISA,1,10.99
TEST,GBP,MASTERCARD,3,33.96
TEST,EUR,VISA,17,214.10
TEST,EUR,MASTERCARD,7,72.80
4. Report download URL

This will depend on the gateway you are connecting to in order to process payments.

Replace the domain in the example provided with one of the following URLs:

  • https://myst.trustpayments.com/ (European Gateway)
  • https://myst.trustpayments.us/ (US Gateway)

Example (using the European Gateway):

https://myst.trustpayments.com/auto/transactions/reporting

 

Output

Providing your request is successful, the CSV output has the following structure:

acquirertypedescription,currencyiso3a,paymenttypedescription,settledcount,sumsettlemainamount
TEST,GBP,VISA,1,10.99
TEST,GBP,MASTERCARD,3,33.96
TEST,EUR,VISA,17,214.10
TEST,EUR,MASTERCARD,7,72.80
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