{"title":"Reports","category":"default","creationDate":1556573340,"content":"

Your users can view and download reports in Essentials<\/a>.<\/p>\n

You can find additional reports to help your users with their reconciliation process in your Customer Area.<\/p>\n

View reports in Customer Area<\/h2>\n

To view reports:<\/p>\n

    \n
  1. Log in to your live Customer Area<\/a>.<\/li>\n
  2. Go to Reports<\/strong>.<\/li>\n
  3. Select the report you want view.<\/li>\n
  4. (Optional) On the details page, select Generate report<\/strong>.
    \nIf you have enabled     automatic report generation<\/a>, you can skip this and the following step.<\/li>\n
  5. (Optional) Enter\/select the required data for the report type.<\/li>\n
  6. After the report appears in the list, select <\/i> in the Download<\/strong> column.<\/li>\n<\/ol>\n

    All reports are generated as a CSV file.<\/p>\n

    Report types<\/h2>\n

    Aggregate settlement details report<\/h3>\n

    This report contains a summary of the settlement details reports for a specific period, both on company and merchant account level.<\/p>\n

    Use this report to get an overview of batches closed in a chosen period, summarized by merchant account, store, payment method, the day of sale, and settlement batch.<\/p>\n

    For more details, see Aggregate settlement details report<\/a>.<\/p>\n

    Monthly finance report<\/h3>\n

    The monthly finance report is an aggregate overview of payments activity including payouts and receivables, both on company and merchant account level.<\/p>\n

    Use this report to:<\/p>\n