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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Report | Quick Reports Available | Facilitator Level | Referrer Level | Merchant Level |
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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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Note: Monthly Statement reports are only available for Merchants and are located in a separate page under the Reports page tab of the Portal in the navigation barMonthly Statements tab.
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Tip: Unique to the Monthly Statement Report, a cover sheet is automatically created for each generated report, defining each line item for clearer understanding. |
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The gross total of the Balance Details Report through fee events being assessed by Payrix/Facilitator and Referrer fees to their respective Merchants.
Additional Information:
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Revenue Share Report
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The Revenue Share Report offers detailed data for income and costs shared between entities displayed as individual line items that include: All, Value-Added Service, ACH, Credit Card, and Excluded Fees. Merchants on Statement Billing with a Referrer with Revenue Share enabled will see each expense or income amount displayed individually on their Statement Entries.
Statement Details Report
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The Statement Details Report presents granular details of statement entries shown in the Balance Details Report for Referrers and Merchants using Statement Billing.
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