Reporting - Canada

Owned by Miles Graves
Last updated: May 22, 2024
3 min read

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 two pages:

More information on Reports and Values

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:

Step 1: Choose your desired report type from the Select Report dropdown.

Step 2: Select the date range for the report under “Report Date” and select any optional your ‘Filter By’ option.

Step 3: Click the Generate Report button.

Step 4: After generating your report, you’ll see the prompt from Step 4 now say: “Your report is ready to be downloaded” with a CSV file download icon.

Quick Reports

Quick Reports allow immediate filters to be applied to reports before they are generated. This can include Referrers, Division, Merchants, or other entity types for example.

Quick Reports are currently limited to the following reports:

Quick Reports function the same way as the standard Create Reports page workflow with a few small changes.

See the content below for steps to generate quick reports:

Step 1: Choose your desired report type from the Select Report dropdown.

Step 2: Under “How would you like to generate your report?”, Select “Quick Reports: Generate reports within a few minutes. Data from today will not be included.”

Step 3: Select the date range for the report under “Report Date” and select any optional your ‘Filter By’ option.

Step 4: Click the Generate Report button.

Step 5: After generating your report, you’ll see the prompt from Step 4 now say: “Your report is ready to be downloaded” with a CSV file download icon.

Previously run Quick Reports can be found on the Report History page.