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Reporting

Reporting

preconfigured reports help you manage business operations and reconcile account activity. Use the table below to identify the most suitable report for your specific task.

TASKSUGGESTED REPORT
  • View payment activity
  • Analyze payment failures
Payments
  • View all fees applied to the merchant account
  • View fees that have not yet been billed
Merchant Fees
  • Reconcile a payout
  • View details for multiple payouts
  • View merchant fees billed
Payouts
  • View dispute activity
  • Analyze dispute win rates
Disputes
  • View summary of a merchant's processing activity
  • Compare processing activity across merchants
Processing Summary
  • Analyze interchange costs
  • Optimize merchant pricing
Interchange Details

Generate a Report

DashboardAPI

To download a preconfigured report via the Dashboard:

  1. Navigate to the Reports page
  2. Locate the report you wish to download
  3. Click the Generate Report button
  4. Select the merchant, date range, and metadata fields, if applicable
  5. Click the Generate Report button
  6. Click the Download icon once the report has completed downloading

Reports are downloaded in the user's local timezone.


FAQ

How do I reconcile a merchant payout?Payouts can be reconciled directly in the Dashboard or using a CSV report.

Reconcile using the Dashboard

  1. Navigate to the Payouts page
  2. Select the payout you want to reconcile
  3. Review transactions associated with the payout

Reconcile using a CSV report

  1. Generate a Payout report
  2. Open the CSV file (assuming you are using Excel for the following steps)
  3. Select the Custom Sort option
  4. Sort by payout ID, followed by source ID
  5. Review transactions associated with the payout
Are partner commission reports available in the Dashboard?Partner commission reports are not currently available in the Dashboard.
DisputesCommissions