Reports
Generate professional PDF reports covering every aspect of your payment operations.Available Report Types
Revenue
| Report | Description |
|---|---|
| Executive Summary | Complete CEO-level overview — revenue, transactions, customers, subscriptions, declines, AR aging |
| Revenue Summary | Gross & net revenue, refunds, tax collected, daily trends |
| Revenue by Source | Breakdown by payment page, invoice, subscription, direct |
| Revenue by Method | Card brand and payment method analysis |
Transactions
| Report | Description |
|---|---|
| Transaction Overview | Volume, type breakdown, approval rates, status distribution |
| Decline Analysis | Decline reasons, card brand rates, amount ranges, trends |
| Settlement Report | Settlement volume, pending, daily breakdown, settlement time |
Customers
| Report | Description |
|---|---|
| Customer Acquisition | New vs returning, top acquisitions, growth rate |
| Customer LTV | Lifetime value by cohort, top LTV customers |
| Top Customers | Ranked by revenue with transaction count and average |
Invoicing
| Report | Description |
|---|---|
| Invoice Aging | AR aging buckets (current, 30d, 60d, 90d+), collection rate |
| Invoice Collection | Collection rates, payment terms analysis, monthly trends |
Subscriptions
| Report | Description |
|---|---|
| Subscription Health | MRR/ARR, churn rate, plan breakdown, active vs expired |
Commerce
| Report | Description |
|---|---|
| Payment Page Performance | Views, conversions, revenue per page, conversion funnel |
Generating a Report
- Go to Reports → Generate Report
- Select report type
- Choose date range and merchant
- Click Generate
- View the report inline or download as PDF
PDF Quality
Reports generate as professional PDF documents with:- Corporate cover page with company branding
- Executive summary with key metrics
- Data tables with proper formatting
- Charts and visual breakdowns
- Date range and generation metadata
- Footer with confidentiality notice
Scheduled Reports
Set up automated report delivery:- Frequency — Daily, weekly, or monthly
- Recipients — One or more email addresses
- Report type — Any of the 14 report types
- Auto-generate — Reports are created and emailed automatically