Reports

Reports lets you create exports of your transaction data. You can generate a report once or set it to run on a schedule.

From the Reports section, you can:

• Create new reports
• View generated files
• View and manage scheduled reports

Generated reports and scheduled reports are separated into two pages:

• Generated reports: list of files ready to download
• Scheduled reports: list of report setups that run automatically

Selecting a report opens its details page with full information.

Creating a report

Click Create to set up a new report.

Details

Define the basic information for the report:

• Report name: name used to identify the report
• Unit group: organisational unit the data belongs to
• Email notification: recipients who receive a notification when the report is ready

Emails include a link to download the report. Only users with access to the platform can open it.

Frequency

Choose how often the report runs.

Each option defines how the data period is calculated:

• One-time
  Create a report for a specific date or date range.
  Select the period manually. You can include time if needed.

• Daily
  Generates a report every day.
  Includes data from 00:00 to 23:59 of the previous day.

• Weekly
  Generates a report every week.
  Select the start day. The report includes data from 00:00 on that day to 23:59 on the last day of the week.

• Monthly
  Generates a report every month.
  Includes data from 00:00 on the first day to 23:59 on the last day of the previous month.

Select a timezone to define how dates and times are calculated.

Data settings

Choose the data included in the report.

You can select one of the following options:

• Default
  Includes a standard set of fields.

• Detailed view
  Includes a broader set of fields with more transaction data.

• Custom selection
  Choose specific fields to include.

When using Custom selection, fields are grouped by category. Select only the fields needed for the report.

Requested reports

After creating a report, a confirmation screen is shown.

The report is not available immediately. It is generated in the background.

An email is sent when the report is ready.

Report File Naming

Report files include the report name and the covered period.

Use the report name and date to identify files when downloading.

{ReportName}--{CoveredPeriodStart}--{CoveredPeriodEnd}
Payments--2025-01-20--2025-01-26

{ReportName}--{Date}-HH-MM--HH-MM
Payments--2025-01-29-09-00--18-15

{ReportName}--{StartDate}-HH-MM--{EndDate}-HH-MM
Payments--2025-01-29-09-00--2025-01-30-18-15

The following formatting rules apply:

• Dates: YYYY-MM-DD
• Times: HH-MM (24-hour clock)
• Scheduled reports: only start and end dates (no time)
• One-time (single day): one date, start & end times
• One-time (multiple days): full start date/time and end date/time

Generated reports

This page lists all report files available for download.

Each row represents a generated file and includes:

• File name
• Frequency
• Report name
• Scheduled report ID
• Generated on
• File size

Scheduled reports

This page lists all report setups.

Each row represents a report configuration and includes:

• Report name
• Scheduled report ID
• Frequency
• Last generated
• Status
• Created on
• Created by
• Last updated
• Updated by

Select a report to open its details.

Report Filters

Use the filter to search by scheduled report ID.

Enter the full ID in the expected format to find a specific report.