Order Payment Status Report

Payment Services for Adobe Commerce and Magento Open Source offers you comprehensive reporting so that you can get a clear view of your store’s transactions, orders, and payments.

There are two available Order payment status reporting views to enable you to quickly view the payment status of your orders:

The Order payment status views help you easily understand where a specific order is within the order to cash process flow. These reports allow you to quickly view orders—based on their payment status and payment date—and identify any potential issues.

You can download Order payment statuses in a .csv file format for use in existing accounting or order management software.

Order payment status data visualization view

The Order payment status data visualization view is available in the Payment Services Home. It is a visual representation of the aggregated payment statuses per day from the detailed tabular Order payment status report view.

On the Admin sidebar, go to Sales > Payment Services > Orders to see the data visualization chart of payment statuses.

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Click View Report to navigate to the detailed tabular Order payment status report view.

Customize statuses timeframe

By default, 30 days of payment statuses are shown.

From the Order payment status visualization view, you can customize the timeframe for the payment statuses you want to view by selecting a date range:

Statuses information

The payment statuses for a selected date range are shown on the left of the Order payment status data visualization view. The dates for the selected date range are shown on the bottom of the view. If there were no orders on a particular date, that date does not appear.

The Order payment status data visualization view includes the following information.

Order payment status report view

The Order payment status report view is available in the Home view of Payment Services. It includes detailed statuses—payment, invoiced, shipped, refund, dispute, and more—for all transactions.

On the Admin sidebar, go to Sales > Payment Services > Orders > View Report to see the detailed tabular Order payment status report view.

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You can configure this view, per the sections in this topic, to best present the data you desire to see.

You can download payout transactions in a .csv file format for use in existing accounting or order management software.

Payment status updates

Certain payment methods require a period of time to capture the payment. Payment Services now detects the pending statuses of a payment transaction in an order by:

Synchronous detection of Pending capture transactions

Automatically detect capture transactions in a Pending status and prevent orders from entering a Processing status when such a transaction is detected.

During customer checkout or when an admin creates an invoice for a previously authorized payment, Payment Services automatically detects capture transactions in a Pending status and shifts corresponding orders into Payment Review status.

Asynchronous monitoring of Pending capture transactions

Detect when a pending capture transaction enters a Completed status so merchants can resume processing the affected order.

To make sure this process works as expected, merchants must configure a new cron job. Once the job is configured to run automatically, no other interventions are expected from the merchant.

See Configure cron jobs. Once configured, the new job runs every 30 minutes to fetch updates for orders that are in a Payment Review status.

Merchants can check the updated payment status via the Order payment status report view.

Data used in the report

Payment Services uses order data, and combines it with aggregated payment data from other sources (including PayPal), to provide meaningful and highly useful reports.

Order data is exported and persisted in the payment service. When you change or add order statuses or edit a store view, store, or website name, that data is combined with payment data and the Order payment status report is populated with the combined info.

There are two steps in this process:

The only data that is exported and collated for reporting purposes is data used by the Order payment status report.

Configure data export

Even though, by default, reindexing happens in ON SAVE mode, it is recommended that you index in BY SCHEDULE mode. The BY SCHEDULE index runs on a cron schedule of one minute, and any changed data appears in your Order status report within two minutes of any data change. This scheduled reindexing helps you reduce any strain on your store, especially if you have a large volume of incoming orders, because it happens on a schedule (not as each order is placed).

You can change the index mode—ON SAVE or BY SCHEDULE—in the Admin.

To learn how to configure the data export, see Command-line configuration.

Select data source

In the Order payment status report view, you can select the data source—Live _ or Sandbox—for which you want to see report results.

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If Live is the selected data source, you can see report information for your stores that use Payment Services in production mode. If Sandbox is the selected data source, you can see report information for sandbox mode.

Data source selections work as follows:

To select the data source for your Order Payment Status report:

Customize Order dates timeframe

From the Order payment status report view, you can customize the timeframe of the status results you want to view by selecting specific dates. By default, 30 days of order payment statuses are shown in the grid.

Filter report info

From the Order payment status report view, you can filter the statuses results you want to view by selecting filter criteria.

Show and hide columns

The Order Payment Status report shows all available columns of information by default. You can, however, customize which columns you see in your report.

View statuses

The Order payment status report view shows comprehensive pay status information for each order.

By default, 30 days of order payment statuses are shown in the grid.

Scroll to the left and right to view order payment status information, including order date, authorized date, invoiced, shipped, pay status, and more.

The number of rows returned in a search, or shown in the default 30 days of order payment statuses, are shown above the Order payment status view grid alongside the Order dates calendar selector filter.

Pay status

The Pay status column shows the current status for any payment. A Capture failed payment shows a red alert status and a Voided payment shows a gray alert status.

Refund status

The Refund status column shows the current status for any refund. A Capture failed payment shows a red alert status and a Voided payment shows a gray alert status.

Update report data

The Order payment status report view shows a Last updated timestamp that shows the last time that the report information was updated. By default, Order payment status report data is auto-refreshed every three hours.

You can also manually force a refresh of the Order payment status report data to see the most up-to-date report information.

View disputes

You can view any disputes on your store’s orders, and navigate to the PayPal Resolution Center to take action on them, from within the Order payment status report.

Download order payment statuses

You can download a .csv file with all statuses visible in the Order payment status view grid, whether you are viewing the default 30 days of statuses or a customized timeframe.

Your order payment statuses are downloaded in a .csv format.

Column descriptions

Order payment status reports include the following information.