Using the Charge History Report

The Charge History report is a calendar-view breakdown of the number of accepted and declined charges for the selected month and selected brand. Clicking on a given total displays the Charge Log report for the date and type of charge result.

Accessing the Charge History Report

1. From the Ubersmith Dashboard, click Reports.
   
   The Reports & Stats page appears.
2. On the Reports & Stats page, click the Reports & Stats Panel arrows to toggle the panel on. Note: You can click the pushpin icon to keep the panel permanently displayed.
   
3. Click Charge History from the Client Manager Reports section.
   
   The Charge History Report appears.

Reading the Charge History Report

1. Access the Charge History Report.
2. Click the number link of the accepted or declined charges.
   
   The Charge Log report appears. See Using the Charge Log report for more information.

Viewing Brand-Specific Charges

1. Access the Charge History report.
2. Select your desired brand from the Brand section.
   
   The Charge History report for the selected brand appears.

Viewing Charges for Specific Dates

1. Access the Charge History report.
2. In the View Month field, select the month you need.
3. In the Year field, select the year you need.
4. Click the arrow icon.
   
   The report with charges within your specified date range appears.

Related Topics 

Using the Charge Log Report