Merchant Account Reporting & Analytics
for Your Business

BAMS merchants get free access to IRIS CRM – the payments industry’s top customer resource management tool. IRIS provides you with a full suite of productivity tools as well as one of the most advanced reporting dashboards on the market. BAMS provides merchant account reporting and merchant services reporting through IRIS CRM, giving businesses real-time visibility into transactions, statements, chargebacks, and payment analytics.

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Daily Merchant Deposits

Receive daily settlement reports via SMS or email for quick cash flow insights. The system is fully searchable and visualizes transaction trends and growth. It also displays monthly totals by card type, highlighting key payment methods with graphic visuals.

Transaction Reporting

IRIS CRM offers a detailed transaction overview, including amounts, types, payment methods, and cardholder info. It’s fully searchable, allowing quick access to specific transactions by keyword. IRIS reporting for daily transaction volumes and sales are displayed by card type, providing easy insights into top payment methods.

Monthly Merchant Statements

View all your historical merchant reports and access your merchant account reporting tool with a single click, making it easy to retrieve data on your account and fees. Statements are available for quick download in PDF format for accounting or tax purposes. Access monthly merchant statements and historical merchant account reports in one centralized dashboard. Download statements in PDF format for accounting, reconciliation, and tax reporting.

Chargebacks and Retrievals

IRIS Merchant Services enables you to receive instant SMS and email notifications for chargebacks and retrievals, including alerts for unresolved disputes. You can easily export chargeback and retrieval history in XLS or CSV format for external use. Receive real-time chargeback notifications via SMS and email, track dispute status, and export chargeback history for reporting and analysis.

Multi-Account Access

Track financials, sales, statements, and disputes for unlimited locations or businesses with a single IRIS login. Centralizing your data reduces errors, simplifies accounting, and saves time and money. Ideal for merchant account services supporting multiple locations, IRIS CRM centralizes merchant services reporting across all businesses and locations in one login.

Experience BAMS’ reporting features today!

Schedule a live guided demonstration.

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Easily Access Complete Data with BAMS and IRIS

Schedule a FREE live guided demonstration with BAMS to see all of IRIS’s advanced reporting and analytics features in action.

Reporting and Analytics Features

  • Daily merchant deposits, including daily totals, growth trends, top payment types, and more
  • Detailed daily transaction data providing deep insight into each day’s sales
  • All your monthly merchant statements, including complete fee breakdowns
  • All transactions and payments across an unlimited number of locations and businesses
  • New, ongoing, and historical chargebacks and retrievals

What to Expect

IRIS is the industry’s most powerful and full-featured customer resource management software. As a BAMS merchant, you will receive free access to its exceptional sales and productivity features, including top payment analytics services, with no need for additional IRIS CRM pricing.
1

Sales and transaction information

Through the IRIS dashboard you will receive all critical daily and monthly sales and transaction information.
2

Monthly merchant statements

Access your monthly merchant statements all in one place.
3

Ongoing and historical disputes

Need to check on how a dispute is progressing? IRIS makes it easy to find ongoing and historical disputes.
4

Top payment types, growth trends, and more

The platform provides easy-to-read advanced merchant account analytics to help you track sales and understand growth trends.

Ready to see BAMS’ reporting features in action?

Schedule a live guided demonstration today!
Schedule Now

Frequently Asked Questions

Merchant account reporting gives businesses visibility into their credit card transactions, deposits, fees, and disputes. With BAMS, merchant account reporting is delivered through IRIS CRM, allowing merchants to view daily transaction activity, payment methods, monthly merchant statements, and performance trends from a centralized dashboard.

BAMS merchants can access all monthly merchant statements directly through IRIS CRM. Statements are stored historically and available for instant download in PDF format, making it easy to review fees, reconcile accounts, and prepare records for accounting or tax purposes.

Yes. BAMS provides real-time chargeback notifications through IRIS CRM. Merchants receive instant email and SMS alerts for new chargebacks and retrieval requests, including unresolved disputes. Chargeback history can also be exported in XLS or CSV format for reporting and analysis.

BAMS provides payment analytics through IRIS CRM’s visual dashboards. Merchants can view daily deposits, growth trends, top payment types, and transaction performance, helping them better understand sales activity and make data-driven business decisions.

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