View batch information in Payroc Insights

Use Payroc Insights to view your batches and details about transactions in each batch.

After you retrieve a list of batches, you can view the following additional information for each batch:

Batch Card Summary — Table that contains transaction information grouped by card type. Each row in the table contains a summary of the transactions for a card type, for example, Mastercard.
Batch Card Details — Table that contains all the transactions in a batch, including card number, transaction date, and status. You can also filter the transactions to a single card type.

View your batches

Use the Batch report to view all your batches within a date range.

Sign in to https://payroc.partnerengage.com (opens in a new tab).
From the navigation menu, select Reports > Merchant Company > Batch.
(Optional) If you have more than one merchant company, use the Merchant Company drop-down menu to select your merchant company.
From the Date Range drop-down menu, select a date range.
Select Show Results.
(Optional) To download a copy of the report, select Download .xls.

Column name	Description
Merchant Name	Your business name.
MID	Merchant ID (MID) that we assigned to your merchant account.
Batch Date	Date that you closed the batch.
Batches	Number of batches.
Transactions	Number of transactions in the batch.
Returns	Dollar amount of refunds in the batch.
Holds	Dollar amount of funds in the batch that we have held for investigation.
Releases	Dollar amount of held funds in the batch that we have released. We previously held these funds for investigation.
Amex Direct Sales	Dollar amount of transactions that are American Express Direct transactions.
Gross Sales	Dollar amount of approved sales in the batch.
ACH Date	Date that we sent the Net Amount to your bank account.
Net Amount	Dollar amount that we sent to your bank account.

To view a Batch Card Summary or Batch Card Details for the batch, from the Actions column, select …, and then select either:

Batch Card Summary — View a summary of transactions in the batch, grouped by card type.
Batch Card Details — View all transactions in the batch.

Column name	Description
Card Type	Type of card that the cardholder used for the transaction, for example, Visa.
Batches	Number of batches that contain the card type.
Terminals	Number of terminals that you used to run the card type.
Transactions	Number of transactions for the card type.
Returns	Dollar amount of refunds for the card type.
Holds	Dollar amount of funds that we have held for investigation for the card type.
Releases	Dollar amount of held funds that we have released for the card type. We previously held these funds for investigation.
Sales	Dollar amount of approved transactions for the card type.
Actions	To view the list of transactions in the batch for the card type, select Details.

Column name	Description
Card Number	Masked card number of the payment card.
Card Type	Type of card that the cardholder used for the transaction, for example, Visa.
Transaction Date	Date of the transaction.
Batch	Number of the batch that contains the transaction, which is assigned by the terminal. Note: The Batch column is a legacy field that we no longer populate.
Terminal	Terminal that the transaction was run on.
ACH Date	Date that we sent funds to your bank account.
Auth Amount	Total dollar amount of the authorization.
Transaction Amount	Total dollar amount of the transaction in the batch.
Status	Status of the transaction.