Reporting Guide for Online Payments in Lighthouse Business Manager

Description: Review the different options for reporting utilizing Online Payments in Lighthouse Business Manager below. 

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Overview

You should have a complete business management solution at your disposal, and this includes having extensive reporting capabilities.
Lighthouse Business Management (LBM) offers you a way to access their business financial activities and operational performance with added flexibility. Interactive dashboards and pages allow for deep dives into data and trends, while reports can be viewed and downloaded into a variety of formats. 

We understand that you use a variety of software solutions to analyze data, and for that reason, we offer data extracts and webhooks to pull and receive data in the most efficient way possible for you. 

This guide explores the different reporting tools Shift4 Online Payments offers. 

Shift4 Reporting Tools

At Shift4, we have developed multiple reporting solutions to meet the differing needs of our customer base. 

These include: 

• Dashboard: A reporting homepage that provides a visual display of data arranged into key business categories.
• Reports: On-demand reports show your business's data that can be viewed, downloaded, or subscribed to. 
  • Financial Reports
    • Batch Details
    • Funds in Transit
    • Settlement
    • Interchange
    • Refund
    • Reserve Balance
    • Transactions
  • Operational Reports
    • Chargeback Reconciliation
    • Dispute
    • Interchange Summary
  • Sample Reports 
• Documents: Provides users with informational documentation. Statements, notices, and tax forms can all be found in Lighthouse Business Manager.
• Transactions Page: An interactive tool for operational analysis, allowing a user to search and filter for specific information and export that data as needed. 
• Customers Page: A deep dive into the dynamics that make up a customer. Allows a user to link multiple transactions together using items such as email address, name, address, and much more. 
• Enterprise Extracts: Outside of Lighthouse Business Manager, Extracts allow you to retrieve specific data in a file format that can be imported into third-party reporting systems.
• Webhooks: Shift4 Webhooks notify your application when an event happens in your account. Notifications are crucial for successful integration and the only way you'll receive automatic updates. Webhooks are particularly useful for asynchronous events like when a customer disputes a charge, a recurring payment succeeds, or when a customer’s bank confirms a payment.