Find, run, and download a report

Generate a report for the dates you need, then download it before it expires.

Reporting › ReportsAdministrators and finance teams9 stepsVideo walkthrough

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What you can do here

Generate a report for the dates and time zone you need
Choose from seven report types
Track each report's status and download it before it expires
See scheduled reports on the same page

Before you start. Log in to the portal and use the Accessing switcher to select the partner or merchant account you want to report on. New to this? See Log in and reset your password and Switch between accounts.

01Get to know the Reports page

Reports is the reporting engine for the account. It has two tabs.

Open Reports

In the left navigation sidebar, open Admin and select Reports. The page opens on the first of two tabs:

Generate Reports: run a one-off report and see the reports you have generated, with their status and expiry.
Scheduled Reports: set reports to run on a schedule and be emailed out. See Set up scheduled reports.

The Reports page on the Generate Reports tab, with the Generate Report button, search bar, filter button, and the list of generated reports with their type, name, source, date range, time zone, created date, expiry, status, and actions — The Generate Reports tab. Report names shown are test data.

Find a report you have already run

Type in Search by Report Name, Type, or select the filter button to narrow the list by Report Type, Status (Created, Running, Completed, Failed), or Date Created. Each row shows the Report Type, Report Name, Source, Date Range, Time Zone, Created Date, Expires At, Status, and the three dots under Actions.

The Generate Reports tab with the Filter by panel open, showing Report Type, Status, and Date Created — The filter panel on Generate Reports.

02Generate a report

Select Generate Report

On the Generate Reports tab, select Generate Report in the top right. The Generate Report panel opens on the right.

Choose the report type

Select Select Report Type and choose one:

Accounts: account-level details, merchant profiles, and configuration status summaries.
Transactions: individual payment transactions, processing volumes, authorizations, and transaction statuses.
Settlement: settled batches, clearing details, and net funds cleared within settlement cycles.
Payouts: fund transfers and disbursements made to merchant bank accounts.
ACH Credit: ACH credit transactions, transfers, and direct deposit details.
Merchant Funding: funds deposited or funded to merchants over the selected date range.
Disputes: chargebacks, inquiries, retrieval requests, and dispute lifecycle metrics.

Name it and set the time zone

Report Name is filled in for you; change it if you want something easier to find later. Select Time zone and choose the time zone the report's dates should use. The default is UTC.

Set the dates and run it

Select Report Date, choose the period the report should cover, then select Generate Report. The report appears at the top of the list with the status Running, then Completed.

The Generate Report panel with Select Report Type, Report Name, Time zone, and Report Date fields, and Clear Filters and Generate Report buttons — The Generate Report panel.

03Download your report

Check it's ready

Watch the Status column. Running means the report is still being built; Completed means it is ready; Failed means it did not finish, so generate it again.

Download it

Select the three dots under Actions on the report's row. From the menu you can download the report as XLSX or CSV, or have it emailed to you.

Or open it in the portal

Opening a report shows its details page: the report type, date created, date range, and time zone on the left, and the data on the right. Download CSV and Download JSON are in the top right, and the icons above the table let you choose columns and row density.

A report's details page with Back, Download JSON, and Download CSV buttons, the report summary on the left, and the data table with the row density menu open — A report's details page. Names shown are test data.

Reports expire. Each report has an Expires At date. Download it before then, or generate it again.

Scheduled ReportsSet up scheduled reportsOpen guide ReportingReport field glossaryOpen guide Payment HistoryView payment historyOpen guide

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