Dashboard Reports Tab (For Businesses)

Here you can generate, download, view and schedule reports related to Settlements, Transactions, Payments, Customers, and Agreements.

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.

Options to create a new Report: