The Reports section in the Merchant Dashboard gives you access to key financial data to help you monitor and manage your operations more effectively.
You can schedule and download detailed reports to support your reconciliation, accounting, and operational workflows — all in one place.
⚠️ This feature is currently in beta and available to merchants in our early access program.
To request access, email us at [email protected].
This article covers what’s available today, how to use the feature, and what’s coming next.
What reports are available?
You can currently schedule Daily Payout Reports containing transaction-level data.
Reports are generated in CSV format and can be downloaded directly from your dashboard.
Key features
Flexible frequency – Schedule reports to run daily, weekly, or monthly
Report history – Easily access and download previously generated reports
Editable schedules – Update or cancel report configurations at any time
Custom columns – Choose which data points to include in each report
Easy export – Reports are delivered in CSV for seamless integration into your internal systems
📌 Note: At this stage, only daily Payout Reports are supported. More report types are coming soon.
How to schedule a report
To automate your reports:
Go to the Reports section in the Merchant Dashboard
Click New Scheduled Report
Fill out the form with your desired configuration
Click Schedule Report to save it
You’ll find all your active schedules in the Manage Schedule tab.
Where to find generated reports
All your generated reports are listed under the All Reports tab in the Reports section. From there, you can download any completed report.
What’s next?
We’re continuously improving the Reports section. Here’s what’s coming soon:
More report types – including Balance Reports and Transaction Reports
Additional scheduling options – like monthly and custom date ranges
Expanded formats – support for XLSX and others.
Automated delivery – send reports via email or SFTP
Need help?
If you have questions or would like to request a specific type of report, please use the chat bubble in the dashboard.