Creating a New Report (For Businesses)

Within the portal, you will have access to a range of preconstructed reports that complement the Dashboard and offer valuable insights into your business's payment performance. 

These reports are organised into various categories, including: 

• Customers This category focuses on providing detailed information about your customers, including their contact information, location, and status. 
• Agreements Here, you can find reports related to your agreements such as their type, active payment methods, previous and scheduled payments, and remaining totals. 
• Finance This category offers reports that provide a comprehensive overview of your financial performance, including transaction statements, profitability, and other key financial indicators. 
• Payments This category provides valuable insights into agreement transaction activity, offering detailed information about both historical and scheduled payments. 
• Transactions Here, you can access reports that offer a detailed breakdown of transactions from several perspectives, including individual customer transactions, refunds, and transactions by status/state.
   
  

To create a new report:

1. Navigate to Reports.
2. Click New Report+.
3. Select from a range of report types. See the description under the report title to understand what data the report provides.
   
   
   
   
   
4. Click Next.
   
   

   Note: This screen allows you to filter your report to return a specific set of data. Fox example, here you can use the date range field to narrow down your data to a certain reporting period.

   
   
5. Once you select the appropriate filters, click Generate Report.
   
   
   
   
   

   6. Upon generating a report, you can proceed to download in CSV and XLSX or Save the report.