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Reports

What is a report

The reports offer you a deeper insight into your business performance. Right now there are four available reports that you can generate, consult, and download.

Transactions Snapshot

Get a report of all your transactions grouped by batch, date, location, or user account.

  1. Visit the Reports page.
  2. Select the Transactions Snapshot report.
  3. Select a Date Range according to your needs. You can also use the predefined values located on the right of the calendar as a shortcut.
  4. Select any of the four grouping options available.
  5. Click Generate Report.
  6. You can download your report by clicking on the More Actions menu located on the top-right of the page.
  7. Click Clear to start over.

Note that after creating the report you can click on the values displayed on the table to get a deeper view of all the transactions.

AMEX Transactions

Get insights from your AMEX ESA program.

  1. Visit the Reports page.
  2. Select the AMEX Transactions report.
  3. Select a Date Range according to your needs.
  4. Click Generate Report.
  5. You can download your report by clicking on the More Actions menu located on the top-right of the page.
  6. Click Clear to start over.

Detailed Transactions

Search and sort all your transactions based on status, date, and more criteria filters.

  1. Visit the Reports page.
  2. Select the Detailed Transactions report.
  3. You will be able to see the list of all existing transactions. Use the floating red filter button located on the right of the page to apply filters depending on your needs. You can also download the results using the Download CSV button located on the top-right of the page.

Deposits

Check how much was funded to you without leaving the platform.

  1. Visit the Reports page.
  2. Select the Deposits report.
  3. Select a Date Range according to your needs. You can also use the predefined values located on the right of the calendar as a shortcut.
  4. Click Generate Report.
  5. You can download your report clicking on the More Actions menu located on the top-right of the page.

Note that after creating the report you can click on the values displayed on the table to get a deeper view of all the transactions.