Transactions & Reporting
Search, filter, and export transactions across your merchant portfolio. Drill into individual transactions and download CSV reports.
Overview
Transaction management is accessible from each merchant’s detail page under the Transactions tab. It provides a comprehensive view of all payment activity with powerful search, filtering, and export capabilities.
Viewing Transactions
The transactions table shows recent payment activity for the selected merchant. Each row displays:
| Column | Description |
|---|---|
| Amount | Transaction amount in the merchant’s currency |
| Terminal ID | Which terminal processed the payment |
| Payment Method | Card, Swish, Klarna, etc. |
| Type | Purchase, Refund, Void, etc. |
| Card Brand | Visa, Mastercard, Amex, etc. (for card payments) |
| RRN | Retrieval Reference Number |
| Timestamp | Date and time of the transaction |
Searching Transactions
Use the search bar to find specific transactions by:
- Payment ID — the unique payment identifier
- Order ID — the merchant’s order reference
- Transaction ID — the Surfboard transaction identifier
- RRN — the Retrieval Reference Number
The search uses a global search index that matches across multiple fields and highlights which fields matched.
Filtering
Date Range
Select a start and end date to narrow transactions to a specific period. The default view shows the current month.
Advanced Filters
Click Filters to access additional filtering options:
| Filter | Options |
|---|---|
| Payment Method | Card, Swish, Klarna, Vipps, MobilePay, etc. |
| Card Brand | Visa, Mastercard, Amex, Maestro |
| Card Type | Debit Consumer, Credit Consumer, Debit Commercial, etc. |
| Region | Domestic, Intra, International |
| Terminal | Filter by specific terminal |
| Store | Filter by specific store |
| POS Entry Mode | Chip, Contactless, Manual, etc. |
| Currency | Filter by transaction currency |
Filters can be combined for precise results. Click Clear to remove all filters.
Filter Types
Filters are applied at two levels:
- API filters (date range, store, terminal) — these filter at the data source for efficient querying
- Client-side filters (payment method, card brand, type, region) — applied after data is fetched for quick toggling
When API filters are changed, you need to click Search to re-fetch data.
Transaction Details
Click on any transaction to view its full details, including:
- Complete transaction identifiers (payment ID, order ID, transaction ID)
- Amount and currency
- Payment method and card details (brand, type, truncated PAN)
- Terminal and store information
- Settlement status and reference
- Interchange domain (Domestic, Intra, International)
- POS entry mode
- Void status
- Full timestamp
Exporting Transactions
Click the Download button to export transactions as CSV. The export includes:
- Amount (formatted with decimal separators)
- Terminal ID, Currency, Merchant ID
- Order ID, Reference ID
- Payment method and card label
- Payment type and RRN
- Transaction ID and timestamp
- Adjustment count and amount (if applicable)
Export Limits
- Maximum of 10,000 transactions per export
- If the total exceeds this limit, narrow your date range for a complete export
- Client-side filters are applied before export when active
Adjustments
The export automatically includes adjustment data (refunds, chargebacks, etc.) cross-referenced by Order ID. This gives you a complete picture of each transaction’s lifecycle.
Merchant-Level Analytics
The merchant overview page also provides aggregated analytics:
- Sales volume over the past 3 months
- Transaction count and average transaction value
- Payment method distribution by volume
- Sales trend chart with quarterly, monthly, weekly, and daily views
These analytics update automatically and provide at-a-glance performance metrics for each merchant.