Accessing reports

To access reports, go to the Reports tab, view available options, search and select the required report to view details and analytics.

Key features

1

Report listings

• Each report appears in a list format, displaying its name and a brief description.

• Reports cover various business aspects such as revenue, billing, funding activity, pricing, and support tickets.

Reports page

2

Search functionality

• You can search and locate the required report quickly by entering keywords.

• You can search based on report titles or descriptions.

3

Accessing detailed reports

• Clicking on a report entry redirects users to a detailed view.

• Reports include tables and key business metrics to support deeper analysis.

4

Retrieving reports

Reports page allows you to retrieve reports at different levels of business focus. Reports can be generated and retrieved for an entire portfolio, segments of the portfolio, or for individual merchants, allowing users to zoom in on specific areas for detailed insights. This flexibility helps partners to target their reporting according to their needs, whether for high-level overviews or granular merchant-specific data.

5

Downloading reports

Users can download reports in multiple formats, including .xlsx and .csv, for offline analysis and sharing with stakeholders.

To manage subscriptions to report, see Managing Subscriptions.