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Your merchant services account includes complimentary access to one of our web-based reporting tools, Resource Online or Paymentech Online, which are available from any Internet-connected computer. You can access any of the web-based tools from the Merchant Login page.
In addition to these back-office tools, you'll also receive access to our Chase Mobile Checkout app's reporting features, which let you view your payment processing figures on the go using your smartphone or tablet, at no extra cost.
All you need to do is download and install the app, then log in with your existing online account user name and password. You'll also be prompted to register the device for the first time, to help us keep the sensitive data more secure.
Once you get access to Chase Mobile Checkout, you will see the Reporting Dashboard.
Note: A temporary, single-use password will be sent to the registered email address for the user account. You'll need to establish a new password the next time you log in.
To search for a specific transaction by the beginning of the cardholder number or last four digits:
Note: Unless you select the Search By Last 4 checkbox, the search feature will assume the value you enter is the beginning of a full card number.
To search using a different identifier:
The Sales Summary panel charts your recent batch totals by day so you can immediately assess your daily sales totals. You can hover over the data points to view that day's total items sold, total sales amount and more.
For more detail, you can click the Sales Summary panel header to open the Batch Summary report, which can also be accessed from the Recon Solution menu on the top navigation bar.
The Preferences feature allows you to add, remove or change the order of your report details. These changes can increase or decrease the width of the report.
Note: The information that displays will include specific details about the bank that issued the customer's card and will vary by issuer. It can be helpful when researching chargebacks or retrievals.
If you are having technical trouble and would like help from a member of our Advanced Product Support group, then contact RTLWebReporting@ChasePaymentech.com or call 1.800.254.9556.
If you have a question about fees or need general support for your existing processing account, you can call Chase Paymentech Merchant Services at 1.888.886.8869.
Are there guides to help me manage my reporting?
We have a number of guides to quickly help you manage your reporting. Also, most common reporting functions are embedded into each application for easy access.
How do I access my reporting tool?
If you are a current Resource Online (ROL) user, click here to log in to your account securely. Current Paymentech Online (PTO) users should visit My Paymentech to log in to their account. The Online Chargeback Management System is integrated and can be accessed via those tools. If you are not a current ROL or PTO user, learn more about our online reporting options.
What reporting options are suitable for a small business?
ROL provides several options for small business. The PRO package includes an Instant Dashboard for merchants who may not have much time to spend on business operations. We also offer SELECT and PREMIER packages which provide more advanced reports that can, for example, help chains identify opportunities to improve and streamline operations, in addition to trending and analysis tools. View ROL Demo.
What is Instant Dashboard?
Instant Dashboard provides a snapshot of all processing activity, including fast access to Quick Search and Statement features which allow you to search for a specific transaction or quickly find the five most recent account statements. Read the ROL Instant Dashboard Quick Reference Guide to learn more.
What reporting capabilities do you offer for large enterprises?
PTO provides large enterprises with comprehensive data to reconcile payment transactions, optimize processing, manage fraud and streamline operations. PTO provides a variety of financial, submission, risk and analysis reports as well as free access to our robust Online Chargeback Management System.View PTO Demo.
How can you help me manage chargebacks?
Using our Online Chargeback Management System, you can quickly and easily respond to chargeback and retrieval requests. All your chargeback information is accessible via this interface, which lets you accept or reject chargebacks, upload supporting documents or assign cases to your chargeback analysts.
Do I need any special equipment?
Online reporting and online chargeback management are browser-based applications, so all you need to get started is a computer, a browser such as Internet Explorer, an Internet connection and a valid email address.
How can a reporting solution help my business?
We have a variety of online data management tools that help you to streamline front-end operations with instant access to your transactions or to optimize your back-end reconciliation by zeroing in on missing deposits or rejected transactions.
Are these third-party services?
ROL, PTO and the Online Chargeback Management System are all developed and maintained by Chase Paymentech; we are your experts for statement, reporting and chargeback management questions.
The products and services found on www.chasepaymentech.com are intended for approved U.S. merchants only and comparable products and services may not be available for non-U.S. merchants. For information on non-U.S. products and services, please visit our other sites at www.chasepaymentech.ca and www.chasepaymentech.eu. All U.S. merchant services are provided by Paymentech, LLC ("Chase Paymentech"), a subsidiary of JPMorgan Chase Bank, N.A.