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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* = must be manually enabled by your Relationship Manager or the Payrix Implementations Team. Click here to submit a ticket.
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The Monthly Statement Report is a comprehensive summary of the business for the month, providing details of the monthly summary of sales, refunds, chargebacks, adjustments, and fees. Each previous month's Monthly Statement Report is available after the 5th of each month.
Note: Monthly Statements is Statement reports are only available for Merchants and is are located in a separate page under the Reports page tab of the Portal in the navigation bar.
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