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

Forecasting User Management