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Periodic Reports

You can create reports for specific priods and stores. There are three types of reports available:

Report typeDescription
Settlement SummaryThe report contains aggregated data from all settlements within the specified period.
TransactionsThe report contains all transactions, including those that have not yet settled.
Can be extended by including Settlement reference and Action reference.
MergedAll settlement transactions merged into a single, comprehensive file.
Can be extended by including Settlement reference and Action reference.

Follow these steps to create a periodic report:

  1. Click on the "Generate report" button and a dialog will show up.
  2. Set information:
    • Name of report
    • Type
    • Period (a report may extend over a maximum period of one year)
    • Stores (optional, if no specific store is selected all stores will be included)
  3. Click on the "Generate report" button to create your report. It may take a few minutes for the report to be generated.
  4. Once the report has the status Done, download it by clicking the "CSV" button

Reports can have statuses Done, Generating, or Failed. Use the "Refresh reports" button to get the latest status on the reports.