zHealth Pay Advanced Transaction Search Report

zHealth Pay Advanced Transaction Search Report

The zHealth Pay Advanced Search Report provides a breakdown of all the details related to a transaction that were processed via zHealth Pay within the specified date range. The report page shows transaction details, account number, and other information. An explanation of each field is given below:

HeaderExplanation
Trans DateMonth/Day the transaction was initiated.
Fund DateMonth/Day the transaction was completed.
AccountNumThe account number associated with this transaction.
TransactionInfoldThe unique transaction identifier for this transaction.
Trans #Number to identify this transaction in communications to ProPay.
Invoice #Any number, word, or phrase entered as identifier
Type
Type of transaction.
  • BK: to or from bank account.
  • CC: from a credit card.
  • CK: electronic check (ACH).
  • PP: to or from a ProPay Account.
  • RES: to or from Reserve.
  • FEE: bank return, chargeback, insufficient funds, or other fee.
  • REF: credit card refund.
  • EXP: expired Pay to Another ProPay Account. Funds were returned to your account.
  • CR: credit for various reasons.
Name & EmailName of the person and last 4 digits of the account for this transaction.
Gross AmountAmount for the transaction.
Disc FeeTransaction processing rate charged to the transaction.
Per Trans FeeThe per transaction fee charged to each processed transaction.
CreditAmount for a credit issued to a cardholder.
Net AmountAmount after fees have been paid.
Trans StateThe current state of the transaction (Completed, Pending, etc.)
UsernameThe account username associated with this transaction.
Here is how to generate the Advanced Transaction Search Report:

1. On your zHealth dashboard, hover the cursor over to your name on the top right corner. A drop-down menu will open.

2. From the dropdown list, click on the 8th option - Reports.

3. On the Reports window, scroll down to the bottom. Click on Transactions Report under zHealth Pay Reports section. 


4. To generate the Advanced Transaction Search Report, enter the following details:
(i). Select Date Range for this Report
(ii). Enter Search Criteria, such as:
     a. Gross Amount
     b. Invoice Number
     c. Transaction Number
     d. Username
     e. Last 4 digits of Account
    f. Payer Name
    g. Authorization Currency
    h. Payer Email
    i. Comment #1
    j. Comment #2
    k. Click the checkbox to select Show Additional Data
    l. Click the checkbox to select Consolidated Fee
(iii). Click "Search" 


5. The zHealth Pay Advanced Transaction Search Report will look like this:





6. To export Advanced Transaction Search Report, click the green colored "Export" button.




For additional help finding a report or data you are looking for, try our 'Reporting Matrix'.
Click the attachment below to see a sample of Advanced Transaction Search Report.
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