Reports

Owned by Betsy Harbison
Last updated: Aug 28, 2023
2 min read

Reports are a vital tool to help you to visualize aspects of your business. The portal automatically compiles data and statistics related to your sales, disputes, transaction, and other information from your account. This information can be accessed in the form of reports. By using the Payrix reports system, you can efficiently organize meaningful data that will increase the granularity of your business, ultimately allowing you to make decisions based on details in recent sales trends.

Reports is a subsection of the Admin category, and is divided into three pages: Create Reports allows you to select a report type and customize its output, Report History displays a searchable list of recent reports, and Monthly Statements allows you to view your account statements.

Create Reports

o generate a report

Step 1: Choose your desired report type from the Select Report dropdown.

Step 2: Under “How would you like to generate your report?”, select one of the options below:

  • Quick Reports: Generate reports within a few minutes. Data from today will not be included

-OR-

  • Include all up-to-date data - Includes today’s data and may take more time to generate.

Step 3: Select the date range for the report under “Report Date” and select your ‘Filter By’ option.

Step 4: Click the Generate Report button.
You’ll see a prompt below that says “We are working on generating your report!”

Note: Depending on the option you chose for Step 2, your report will be available within a few minutes or may take longer.

If you decide to leave the Create Reports page while the report is still generating, you can visit the Report History page to find it listed for download.

Step 5: After your report has finished generating, you’ll see the prompt from Step 4 now say: “Your report is ready to be downloaded” with a CSV file download icon.