Periodic Reports

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

Report type	Description
Settlement Summary	The report contains aggregated data from all settlements within the specified period. Can be extended by including settlement reference.
Transactions	The report contains all transactions, including those that have not yet settled. Can be extended by including settlement reference and action reference.
Merged	All settlement transactions merged into a single, comprehensive file. Can be extended by including settlement reference and action reference.

Please note

The periodic reports are limited to transactions settled by Walley.

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.