Reporting
Reports are a vital tool to help you visualize your business. The Portal automatically compiles data and statistics related to your sales, disputes, merchants, transactions, and other information from your account. This information can be accessed in the form of reports.
By using the Platform’s Reports feature, you can efficiently organize meaningful data and increase the granularity of your business, allowing you to make decisions based on details in recent sales trends.
Reports is a subsection of the Admin category, and is divided into three pages:
Create Reports allows you to select a report type and customize its output.
Generate Reports provides options to generate various reports within the Portal to view or download.
Schedule Reports allows you to set up report generation ahead of time and deliver them to your email(s).
Report History displays a searchable list of recent reports.
Monthly Statements outlines Merchant transaction activity, fees, refunds, and more. (Only available for Merchants)
More information on Reports and Values
See Available Portal Reports for a list of all reports, descriptions and samples.
See Reporting Values for a list of all descriptions for each report field.
Warning: Reporting is not available in the Sandbox environment.
Create Reports
The Portal automatically compiles data and statistics related to your sales, disputes, merchants/users, and transaction information from your account.
The Create Reports page offers a dropdown with all reports available to generate from the platform. Create Reports using these steps will allow you to download and compile this information in CSV format.
See the content below for steps to generate reports:
Generate Report Options
Generate Quick Reports
Quick Reports allow faster generation of reporting data with simple-to-use filters to streamline your reporting flow in cases where data is needed faster.
See the content below for steps to generate quick reports:
Generate “Include all up-to-date data” Reports
Include all up-to-date data is available for all reports and provide a more comprehensive report generation option at the expense of speed, it can take several minutes to complete generation, but the data is available from up to the moment of generation, whereas Quick Reports are limited to data reported from 24 hours prior at the earliest.
Schedule Reports
Schedule Reports is a feature available on the Reports page that allows entities of all levels to schedule the generation of their reports ahead of time and automatically deliver them to email addresses provided by the user at their preferred interval.
See the content below for steps to generate scheduled reports:
Monthly Statements
The Monthly Statements page is a unique reporting option that allows Merchants exclusively to generate a statement of their transaction activity, interchange rates, fees, refunds, disputes, and more for a given month and year. This type of report is provided in a simple-to-understand document format that includes a coversheet explaining the meanings of each line item to assist in recordkeeping and reconciliation processes.
See the content below for steps to generate Merchant Monthly Statement reports: