MTD Summary (Daily)

The Month to Date (MTD) Summary report compiles snapshot of all activity including purchase and disbursement volumes, chargeback counts and ratios, and fee breakdowns. It can be used to monitor merchant activity and flag high-risk accounts based on chargeback thresholds and compliance indicators.

Key Fields

Position Field Description Data Type Data Format
1 #### ISO 4-Digit ID assigned by TabaPay Numeric 4 digits
2 #### ISO Name ISO name (ClientID level) Alphanumeric Text
3 #### MID Merchant ID (Identifies a specific program/merchant under the ISO) Numeric 4+ digits
4 #### Merchant Name MID name corresponding to the SubClientID used in the API. Alphanumeric Text
5 #### # Purchases Total number of successful pull transactions Whole Number 1+ digits
6 #### $ Purchases Total dollar amount of successful pull transactions Decimal 1+ digits
7 #### # Chargebacks Total number of chargebacks received Whole Number 1+ digits
8 #### $ Chargebacks Total dollar amount of chargebacks received Decimal 1+ digits
9 #### Total Paid to Merchant Total dollar amount paid to the merchant Decimal 1+ digits
10 #### # Disbursements Total number of successful push transactions Whole Number 1+ digits
11 #### $ Disbursements Total dollar amount of push transactions Decimal 1+ digits
12 #### Interchange Interchange for the Transaction Decimal 1+ digits
13 #### Value Added Services Total dollar amount of value added services Decimal 1+ digits
14 #### Network Assessments Total Network fees Decimal 1+ digits
15 #### Processing Fees $ Total dollar amount of processing fees Decimal 1+ digits
16 #### Total Monthly Fees Total dollar amount of monthly fees Decimal 1+ digits
17 #### Previously Paid $ Amount previously collected from the merchant Decimal 1+ digits
18 #### Total Due from Merchant Total dollar amount due from the merchant Decimal 1+ digits
19 #### Chargeback #-% Chargebacks month to date as a percentage of total transaction count volume Decimal 1+ digits
20 #### Chargeback $-% Chargebacks month to date as a percentage of total dollar volume Decimal 1+ digits
21 #### Chargeback flag Values include: Alphanumeric 4-6 characters
22 #### High risk Y/N flag for high risk indicator according to TabaPay Compliance Alphanumeric yes/no

Example Report

Download Example Month to Date (MTD) Summary (Daily) Report