The Portal offers many different report options for Facilitators and Referrers with essential reports available for their Merchants. These reports can streamline your understanding of specific key performance indicators of your business, determine how much you’re making on transaction fees, the number of new merchants boarded, and more!
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Warning: Reporting is not available in the Sandbox environment. |
Report Actions
Our robust reporting options offer functionality allowing you to increase awareness of actions in your portfolio, profits & losses, new Merchants boarded, and many more exciting details. To maximize this report data, it’s important to know the options to:
Create GenerateReports
Schedule Reports
View and Interpret Report Data
Filter and Sort Report Data,
Download Reports in CSV or XLS file
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Create Generate ReportsIn order to To see Report data, you’ll need to create generate a new report. Learn how to generate any of the reports below using the Portal.
Schedule ReportsTo create a convenient auto-generation and email delivery of Quick Reports in a recurring interval and time of your choice, you can use the Schedule Report option. Learn how to schedule a Quick Report for email delivery using the Portal. View Report DataEach report generated or downloaded will feature a set of fields that represent different key reporting information, some specific to each report. See descriptions for individual report columns or field values. Sort and Filter Report DataEach of our reports offers robust searching, sorting, and filtering options. These data viewing options can be critical to quickly retrieving important information related to risk, payout reconciliation, fees, billing, and more. Learn how to use our filtering, searching, and sorting options to streamline your reporting usage. Download ReportsEach of these reports can be downloaded in a CSV / XLS file format for accounting, reporting, and recordkeeping purposes. Click the zip file below to download a sample Report Pack with examples of each type of report:
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* = must be manually enabled by your Relationship Manager or the Payrix Implementations Team. Click here to submit a ticket.
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