Accessing reports and managing subscriptions

Use the Partner Portal to run reports on portfolio and merchant activity. Use subscriptions to receive those reports on a schedule.

Watch the interactive walkthrough below to access reports and manage report subscriptions.

You can

• Find reports using the Reports list and search.
• Run reports at the portfolio, segment, or merchant level.
• Download reports as .csv or .xlsx.
• Automate delivery using report subscriptions.

Typical workflow

1. Open Reports and select a report.
2. Set scope and filters.
3. Download the report, if needed.
4. Create a subscription for recurring delivery.

For more information, see the following articles:

• Accessing reports to find reports, open details, and export files.
• Managing subscriptions to create, edit, and cancel scheduled deliveries.