How Can I Calculate the Percentage of Declined Transactions Using Exports?

While Recurly does not currently offer a report that provides this data in a straightforward way, you can use our Transactions export to pull the data you need to perform the calculation.

Step 1: Get the Total Number of Declined Transactions

1. Download the Transactions export under Analytics > Exports.

2. Set the Time Range specifically for the period you need (e.g., "Year to Date").

3. Once downloaded, use the type column to filter out refunds and authorizations, so that only purchases are displayed.

4. Filter the status column to only view declines.

Once you have completed these steps, you will have a list of all declined transactions for that period. Add these up to get your total number of declines.

Step 2: Get the Total Number of Transactions

1. Download the same Transactions export again.

2. Use the type column to filter out refunds and authorizations, so that only purchases are displayed.

3. Filter the status column to only view success and declines.

Once you have completed these steps, you will have a list of all transactions for that period. Add these up to get your total number of transactions.

Final Calculation: To get your percentage, divide the total number of declines by the total number of transactions:

(Total # of declines / Total # of transactions) x 100 = Percentage of declines for that time period.