Reporting API

Overview

The Cardknox Reporting API enables you to generate transaction reports based on specified parameters, such as date ranges. Reports can be created for single accounts or multiple accounts.

Credentials

Parameter

Description

Comment

xKey

Credential

Max Size: 250 Alphanumeric Characters

Universally Required Parameters

Parameter

Description

Comment

xVersion

Gateway API version

The current version is 5.0.0

xSoftwareName

The name of your software

xSoftwareVersion

Version number of your software

2.1

xCommand

Transaction type

Samples: report:all, report:approved

Other Parameters

Parameter
Description
Comment

xReturnDownloadURL

A boolean flag indicating if response should include xReportURL to use for downloading the results instead of xReportData.

If you are running reports that are returning more than 5MB of data we recommend that you use this parameter. The URL returned is valid for 5 minutes.

Endpoints

Base URL: https://x1.cardknox.com

Cardknox reporting API allows you to send the data in FormData and JSON formats. Add to the base URL any of the following formats to indicate which format you are sending it as:

Request Method

Method: POST The Cardknox gateway requires the POST method to be used for enhanced security. We do not support the GET method.

Pagination

  1. Submit the first request.

  2. If xRecordsReturned equals xReportingMaxTransactions, submit another report request and adjust the beginning date and time according to the last transaction returned.

Filter Options

Available filtering options include the following:

Required Parameters

Parameter

Description

Sample Value

xgetnewest

Returns the most recent transactions in the requested date range

True/False

xmaxrecords

Sets the maximum number of records to return on the report

Integer value between 1 – 1000*

If the date range on the report is within 24 hours you can request up to 5000 transactions

For date-based reports, you can filter results using the following operators for any of the reporting fields:

Parameter

Operator

Description

Example

ai

In

Use for an exact match.

xBillCountry=aiCanada

a=

Like

Use for fields that include your search string, but sometimes also include other information.

xAmount=a=40

a!

Not Like

Use for fields that do not include your search string, but sometimes also include other information.

xCardLastFour=a!4444

an

Not In

Shows results that don’t have the value you enter.

xBillPhone=an212

as

Ends With

Use when you know what your value starts with.

xName=asJane

ae

Ends With

Use when you know what your value ends with.

xEmail=aeOrg

Customize report parameters

To customize the transaction parameters included in a generated report, you can utilize the "xFields" parameter and specify the desired field names. Refer to the available parameters listed here

Parameter

Description

Sample Value

xFields

Specify parameters to be returned in the report.

xrefnum, xcommand, xname, xmaskedcardnumber, xtoken, xamount, xentereddate, Reportingxresponseresult

Report Types

Available report types include the following:

Date-Based Reports

Report:Approved

xCommand: Report:Approved

The Report:Approved command returns the following transactions:

  • CC:Sale

  • CC:Capture

  • CC:PostAuth

  • CC:Save

  • CC:Credit

  • CC:Refund

The Report:Approved command does not return authorization-only transactions that have not been captured.

Required Parameters

Parameter

Description

Sample Value

xBeginDate

Transaction begin date in YYYY-MM-DD or YYYY-MM-DD HH:MM:SS format

2020-01-01

2019-08-15 09:00:00

xEndDate

Transaction end date in YYYY-MM-DD or YYYY-MM-DD HH:MM:SS format

2019-10-31

2020-06-30 12:00:00

Report:Declined

xCommand: Report:Declined

The Report:Declined command returns the following transactions:

  • CC:Sale

  • CC:AuthOnly

  • CC:Capture

  • CC:PostAuth

  • CC:Save

  • CC:Credit

  • CC:Refund

Required Parameters

Parameter

Description

Sample Value

xBeginDate

Transaction begin date in YYYY-MM-DD or YYYY-MM-DD HH:MM:SS format

2020-01-01

2019-08-15 09:00:00

xEndDate

Transaction end date in YYYY-MM-DD or YYYY-MM-DD HH:MM:SS format

2019-10-31

2020-06-30 12:00:00

Report:Auth

xCommand: ReportAuth

The Report:Auth command returns the following transaction:

  • CC:AuthOnly

The ReportAuth command only returns approved authorizations.

Required Parameters

Parameter

Description

Sample Value

xBeginDate

Transaction begin date in YYYY-MM-DD or YYYY-MM-DD HH:MM:SS format

2020-01-01

2019-08-15 09:00:00

xEndDate

Transaction end date in YYYY-MM-DD or YYYY-MM-DD HH:MM:SS format

2019-10-31

2020-06-30 12:00:00

Report:All

xCommand: Report:All

The Report:All command returns the following transactions:

  • CC:Sale

  • CC:AuthOnly

  • CC:Capture

  • CC:PostAuth

  • CC:Save

  • CC:Credit

  • CC:Refund

Required Parameters

Parameter

Description

Sample Value

xBeginDate

Transaction begin date in YYYY-MM-DD or YYYY-MM-DD HH:MM:SS format

2020-01-01

2019-08-15 09:00:00

xEndDate

Transaction end date in YYYY-MM-DD or YYYY-MM-DD HH:MM:SS format

2019-10-31

2020-06-30 12:00:00

Note: You can run a report against all accounts by adding the search parameter xSecondaryKeys:[comma-delimited xKeys] and use all the xKeys for all accounts for the following date-based reports

Parameter

Description

Sample Value

xSecondaryKeys

Run a report for secondary accounts.

For multiple account keys, you can include comma-separated values.

Bread_Butter_xxxdxxxecbxxxxaxxxdbexxx, Other_Account_xxxxfxxxexxfxxxfxbxxx, Yet_Another_Account_xxxbexaxxddxxbabbxexcxxxafxfexx

Optional Field: xBatch:[batch#]to get only the transactions of a specific batch.

Report:Deposit

xCommand: Report:Deposit

The Report:Deposit command will only return valid responses for accounts that have ongoing ACHQ activity. The Deposit ID given as a parameter must be an ACHQ deposit ID and the values shown in the response are only pertaining to ACHQ transaction activity.

The Report:Deposit command returns the following values:

  • Deposit Id

  • Deposit Date

  • Total Amount

  • Transactions

    • Refnum

    • Amount

Required Parameters

Parameter

Description

Sample Value

xDepositId*

xBeginDate*

Begin date in YYYY-MM-DD or YYYY-MM-DD HH:MM:SS format

2020-01-01

2019-08-15 09:00:00

xEnd Date*

End date in YYYY-MM-DD or YYYY-MM-DD HH:MM:SS format

2019-10-31

2020-06-30 12:00:00

*Either xDepositId or xBeginDate and xEndDate are required.

Transaction-Based Reports

Single transaction

  • report:transaction

xCommand: Report:Transaction

Required Parameters

Parameter

Description

Sample Value

xRefnum

Reference number

Multiple reference numbers are comma delimited.

This value is required only if you do not enter an Invoice number.

r10000001

r10000001,r2000001,r3000001

Multiple transactions

  • report:transactions

xCommand: Report:Transactions

Required Parameters

Parameter

Description

Sample Value

xRefnum

Reference number

Multiple reference numbers are comma delimited.

This value is required only if you do not enter an Invoice number.

r10000001

r10000001,r2000001,r3000001

xInvoice

Invoice number

Multiple invoice numbers are comma delimited.

This value is required only if you do not enter a Reference number.

1234

1234,5678,9012

xCommand: Report:Related

Required Parameters

Parameter

Description

Sample Value

xRefnum

Reference number

Multiple reference numbers are comma delimited.

This value is required only if you do not enter an Invoice number.

r10000001

r10000001,r2000001,r3000001

Gift:Approved

xCommand: Report:GiftApproved

Required Parameters

xKey

Your Cardknox API key

Max Size: 250 Alphanumeric Characters

xCommand

Cardknox transaction type

Report:GiftApproved

xBeginDate

Beginning date of range

2020-01-01

2019-08-15 09:00:00

xEndDate

Ending date of range

2020-01-01

2019-08-15 09:00:00

xSoftwareName

Name of your software

[xsoftwarecredentials]

xSoftwareVersion

Version number of your software

The current version is 4.5.8

xFields

Optional. If not used, returns all fields

Response Fields

xResult

β€œA”

xStatus

β€œApproved”

xError

β€œβ€œ

xRefNum

"10000016875"

xRecordsReturned

β€œ20”

xReportData

Gift:Summary

xCommand: Report:GiftSummary

Required Parameters

xKey

Your Cardknox API key

[xkeycredentials]

xCommand

Cardknox transaction type

Report:GiftSummary

xBeginDate

Beginning date of range

2020-01-01

2019-08-15 09:00:00

xEndDate

Ending date of range

2020-01-01

2019-08-15 09:00:00

xSoftwareName

Name of your software

[xsoftwarecredentials]

xSoftwareVersion

Version number of your software

The current version is 4.5.8

xFields

Optional. If not used, returns all fields

Response Fields

xResult

β€œA”

xStatus

β€œApproved”

xError

β€œβ€œ

xRefNum

"10000016875"

xRecordsReturned

β€œ20”

xReportData

Liability

xCommand: Report:Liability

Required Parameters

xKey

Your Cardknox API key

[xkeycredentials]

xCommand

Cardknox transaction type

Report:Liability

xSoftwareName

Name of your software

[xsoftwarecredentials]

xSoftwareVersion

Version number of your software

The current version is 4.5.8

Response Fields

Parameter

Example

xResult

β€œA”

xStatus

β€œApproved”

xError

β€œβ€œ

xRefNum

"10000016875"

xRecordsReturned

β€œ20”

xReportData

Batch Report

Obtain batch summary by date

  • report:batch

xCommand: Report:Batch

Required Parameters

Parameter

Description

Sample Value

xBeginDate

Begin date in YYYY-MM-DD or YYYY-MM-DD HH:MM:SS format

2020-01-01

2019-08-15 09:00:00

xEndDate

End date in YYYY-MM-DD or YYYY-MM-DD HH:MM:SS format

2019-10-31

2020-06-30 12:00:00

Send a Receipt for a Completed Transaction

You can use the Reporting API feature to send a receipt for a completed transaction.

Reporting URL

Use the following Cardknox URL: https://x1.cardknox.com/report

Required Variables:

Parameter

Description

Comments

xKey

Credential

Max Size: 250 Alphanumeric Characters

xVersion

Gateway API version

The current version is 4.5.8

xSoftwareName

The name of your software

xSoftwareVersion

Version number of your software

xCommand

Transaction type

Report:Transaction

xRefnum

Reference number

xEmail

Email address of receipt destination

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