Transactions

The transactions list

  1. Transaction details: You can click on the linked reference to see transaction details

  2. Sort listing by date: By clicking on ‘Creation date’ field at the top you can sort the listing by date.

    By clicking again you can switch between decreasing and increasing order.

Details view overview

The details view allows you to access a deeper level of details about the transaction you are reviewing.

  1. Related transactions: Easily check related transactions. The detail view includes an easy access to other transactions related to the one you are reviewing. For example, the original transaction that generated a refund.

  2. ‘i’ tooltips: Hover over the ‘i’ tooltips to get an explanation of what information is the field showing.

Searching and filtering transactions

This section introduces the main searching and filtering tools for transactions:

a. Date selection: different ways to select the time span for your transactions

b. Filtering queries: discover the different filtering options you can use to better access the data you need

c. Exporting reports to CSV: Export the data shown in the dashboard

a. Date selection

  1. Date selection: Active date selection is displayed here. Click over it to edit selection.

  2. Selected date span: It is also displayed in the URL.

  3. Displayed date selection: Select from and to dates to establish displayed date selection.

  4. Quick time-span selector: Select predefined standard options for faster navigation

b. Filtering queries

  1. Suggested filtering: Start typing your query and you will see suggested filtering options associated to the input keyword.

  2. Selected filter: When you select a filter, it will be listed next to the ‘Filters’ field.

Only transactions that match selected filter are displayed. I.e.: payments with status = REFUNDED

Fields and values enabled for query filters:

Fields

Values

Transaction Type

Payment

Refund

Authorization

Capture

Fees

Transaction Status

Paid

Pending

Rejected

Cancelled

Expired

Authorized

Refunded

In_dispute(Chargebacks)

Complete - won/lost

Payment Method

Boleto Bancario

Visa

Mastercard

UPI

OXXO

Rapipago

Webpay

etc.

Each transaction

Reference: dLocal-side id

Invoice: Merchant-side id

User data

Country

User account

User email

Country & local currency

Country - i.e.: Brazil, Colombia, India, South Africa

Local currency - i.e.: Indian Rupee, Colombian Peso, Brazilian Real

c. Exporting reports to CSV

Step 1

Export’ button: Once you’ve filtered the relevant data, click on the ‘Export’ button.

Step 2

List email address: Add email address/es where you want to receive the report.

Step 3

Receive link to report: An email is instantly sent with a link to the report. You may also click on “link” to download the CSV file.

Step 4

Open CSV file: This file contains your detailed report.