Comments (20)
From a customer:
I would like to use this as follows:
- login to the Balanced dashboard
- download the .csv of at least 3 days worth of transactions (in the
aggregate on the marketplace)
from balanced-dashboard.
Discussion of requirements over on the balanced-api/issues/279
from balanced-dashboard.
- @dmdj03 to create a mock for exporting transactions.
- spec out csv format /cc @timnguyen
- figure out some way to generate a csv file
from balanced-dashboard.
Fields
- transaction_url
- account_url
- transaction_created_at
- transaction_updated_at
- transaction_description
- transaction_id
- balanced_fee
- amount
- transaction_type
- card_city
- card_state
- card_country
- bank_account_name
- bank_name
- masked_bank_account_number
- bank_guid
- transaction_state
- marketplace_guid
- marketplace
- card_type
What it's missing:
data from meta or the customer object to group transactions by, that's fairly idiosyncratic now though.
This is from transactions, cards, bank accounts, and marketplace and has a left join on both bank accounts and cards so not all transactions will have all the fields populated. It's 80% for them to look stuff up easy, 20% for us to be able to quickly look up anything if they have questions about a particular transaction
Let me know if you want my query.
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@dmdj03 will it be possible to export search results?
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from balanced-dashboard.
what's the use case to export search results?
from balanced-dashboard.
A finance or support person wants to see all of the transactions from a
given buyer across many merchants
On Thu, May 16, 2013 at 3:34 PM, Matin Tamizi [email protected]:
what's the use case to export search results?
—
Reply to this email directly or view it on GitHubhttps://github.com//issues/11#issuecomment-18033541
.
co-founder, growth
Balanced http://balancedpayments.com/
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@matin I'm mainly seeing requests for date ranges across all customers
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@dmdj03 got it. That makes more sense for me, but I get @jkwade's explanation of why someone would want a dump of the search results.
from balanced-dashboard.
I think my use case would primarily be a fraud or suspicious user
investigation.
On Thu, May 16, 2013 at 3:53 PM, Matin Tamizi [email protected]:
@dmdj03 https://github.com/dmdj03 got it. That makes more sense for me,
but I get @jkwade https://github.com/jkwade's explanation of why
someone would want a dump of the search results.—
Reply to this email directly or view it on GitHubhttps://github.com//issues/11#issuecomment-18034342
.
co-founder, growth
Balanced http://balancedpayments.com/
from balanced-dashboard.
@dmdj03 would the email box be pre-populated with any of these:
- support email address of the marketplace
- owner email address of the marketplace
- email address of the current user
- last entered email address
from balanced-dashboard.
I don't know which email they will want to use
from balanced-dashboard.
Why not just collect statistics to see if it warrants adding a default
email address?
Mahmoud Abdelkader
Co-founder & CTO @ Balanced
On Thu, May 16, 2013 at 6:07 PM, Damon Chin [email protected]:
I don't know which email they will want to use
—
Reply to this email directly or view it on GitHubhttps://github.com//issues/11#issuecomment-18038621
.
from balanced-dashboard.
Fields for txn export
- uri
- account_uri
- created_at
- description
- transaction_number
- amount
- type
- name_on_funding_instrument
- bank_name
- last_four
- funding_instrument_uri
- state
- card_type
- on_behalf_of
@timnguyen some of those fields you mentioned are not exposed via the API. this is the current subset, i'll tweak as required once it's deployed.
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@dmdj03 what do I see after I hit the Export
button?
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@dmdj03 can I please get an updated icons file with that download icon (clear background)?
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Related Issues (20)
- Labeling on invoices is inconsistent
- Invoice page is displaying dollar amount of credit invoice as the count
- Funding instruments not showing up for customer
- ACH Debit/Credit cancellation button
- Bank account removal reasons not displayed anymore HOT 4
- Let's add name of customer to the CSV export rather than just Guid HOT 3
- Date filter in the search modal is broken HOT 1
- When disputes go into arbitration, we should find a way to present information about it
- It might be useful to see AVS/CVV results on a Card page on the dashboard
- Use new invoicing schema to get invoice charges
- Failed refunds are not shown for Debits
- Dashboard should make using orders the default HOT 1
- Add debit id to refund entry in CSV export HOT 2
- "Appears on statement as" --> "Billing descriptor"? HOT 2
- Can't view bank account verification events from the dashboard
- Disputes should include more detailed information
- Dashboard should make it clear that dispute evidence is provided to the card brand, not Balanced
- Error when adding user to test marketplace
- Notifications stacking and not responding to events
- XSS potential on bank account read screen HOT 2
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