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Generate Dashboard Reports

Reports provide a convenient way to view various transaction details for a given period in your account. They include information on:

  • Processed amounts
  • Refunds
  • Chargebacks
  • Processing fees
  • Rolling reserve movements
  • General adjustments

Accessing Reports

Reports are generated automatically based on your payout frequencies. 

To access reports in the Dashboard:

  1. Sign in to the Dashboard.
  2. Go to Reports > All reports.
    If this is your first report, select Generate reports.
    If you have already generated reports, select New report.
  3. Select the required details in the New report page that opens.
  4. Select Generate report.

For more comprehensive details about how to use and understand these reports, refer to our Retrieve reports documentation.

Convert CSV Reports to PDF

To convert the downloaded CSV report to PDF format, use a third-party tool as described in this article.

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