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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X | *X | |||
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X | X | X | X | |
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X | X | X | X | |
X | X | X | ||
X | X |
* = 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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