Chargeback Summary

Description

The Chargeback Summary report consists of pie charts and a table that show the status of chargebacks with the option to drill down to chargeback details.

Permissions: Sales and Operations and Payment Processing.

Specialized parameters: Click Edit Parameters and then use the Advanced option for Other. You can use the Group by field to change how the report groups data on the page. You can group data by:

Chargeback Status, Location, and Revenue Center
Location, Chargeback Status, and Revenue Center

Data Retention: Follows Oracle Payment Cloud Service data retention. See Data Retention Limits for more details.

Report Tags

Simphony, Simphony Essentials, Add On Tax, Inclusive Tax, Table Service, and Quick Service.

Chargeback Count by Status

Visualization: Pie chart.

Permission: Sales and Operations and Payment Processing.

Table 9-4 Chargeback Count by Status

Metric	Data Format	Description
Information Needed	Integer	Number of chargebacks with the Information Needed status. This status means there is a request for information about the dispute.
1st Chargeback	Integer	Number of chargebacks with the 1st Chargeback status. This status means the disputed amount is withdrawn from your account, this is the final stage if you accept or do not upload defense documents.
Information Supplied	Integer	Number of chargebacks with the Information Supplied status. This status means defense documents have been uploaded.
Chargeback Reversed	Integer	Number of chargebacks with the Chargeback Reversed status. This status means the disputed amount is transferred back to your account and the issuer reviews your defense. If they accept the defense then this is the final stage.
Pre-arbitration	Integer	Number of chargebacks with the Pre-arbitration status. This status is only used for Visa, Mastercard, and Diners. It means the issuer declined your defense and opened pre-arbitration, which is then reviewed.
2nd Chargeback	Integer	Number of chargebacks with the 2nd Chargeback status. This status applies if the issuer declined your defense or if their pre-arbitration case was accepted, then the 2nd chargeback occurs. This is the final stage.

Chargeback Amount by Status

Visualization: Pie chart.

Permission: Sales and Operations and Payment Processing.

Table 9-5 Chargeback Amount by Status

Metric	Data Format	Description
Information Needed	Integer	Monetary amount of chargebacks with the Information Needed status. This status means there is a request for information about the dispute.
1st Chargeback	Integer	Monetary amount of chargebacks with the 1st Chargeback status. This status means the disputed amount is withdrawn from your account, this is the final stage if you accept or do not upload defense documents.
Information Supplied	Integer	Monetary amount of chargebacks with the Information Supplied status. This status means defense documents have been uploaded.
Chargeback Reversed	Integer	Monetary amount of chargebacks with the Chargeback Reversed status. This status means the disputed amount is transferred back to your account and the issuer reviews your defense. If they accept the defense then this is the final stage.
Pre-arbitration	Integer	Monetary amount of chargebacks with the Pre-arbitration status. This status is only used for Visa, Mastercard, and Diners. It means the issuer declined your defense and opened pre-arbitration, which is then reviewed.
2nd Chargeback	Integer	Monetary amount of chargebacks with the 2nd Chargeback status. This status applies if the issuer declined your defense or if their pre-arbitration case was accepted, then the 2nd chargeback occurs. This is the final stage.

Chargeback Totals by Chargeback Status, Location, and Revenue Center

Alternative title: Chargeback Totals by Location, Chargeback Status, and Revenue Center.

Visualization: Table.

Permission: Sales and Operations and Payment Processing.

Table 9-6 Chargeback Totals by Chargeback Status, Location, and Revenue Center

Meric	Data Format	Description
Total	Variable	The top row of the table shows totals for each metric.
Name	String	Name of the chargeback status, location, or revenue center. Drills down to Chargeback Detail.
Chargeback Count	Integer	Number of chargebacks.
Chargeback Amount	Currency	Monetary amount of chargebacks.
Potential Fee Amount	Currency	Potential fees associated with chargebacks.
Actual Chargeback Fee Processed	Currency	Fee for the chargebacks.