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Create Reports allows you to select a report type and customize its output.
Report History displays a searchable list of recent reports.
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More information on Reports and Values
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Create Reports
The Portal automatically compiles data and statistics related to your sales, disputes, merchants/users, and transaction information from your account.
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Step 1: Choose your desired report type from the Select Report dropdown. Step 2: Select the date range for the report under “Report Date” and select any optional your ‘Filter By’ option. Step 3: Click the Generate Report button. Step 4: After generating your report, you’ll see the prompt from Step 4 now say: “Your report is ready to be downloaded” with a CSV file download icon. |
Quick Reports
Quick Reports allow immediate filters to be applied to reports before they are generated. This can include Referrers, Division, Merchants, or other entity types for example.
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Quick Reports are currently limited to the following reports: |
Quick Reports function the same way as the standard Create Reports page workflow with a few small changes.
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