{"title":"Get reports automatically","category":"default","creationDate":1681975680,"content":"

Use our webhooks<\/a> to automatically download the reports generated in your Customer Area<\/a>.<\/p>\n

Important changes<\/h2>\n
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We have migrated to a new technology platform<\/a> to make report generation faster.<\/p>\n<\/div>\n

This migration has an effect on the Received payment details, Interactive payment accounting, and Settlement details reports. You may have to update your report data ingestion logic if you automatically generate, download, and ingest reports or ingest manually downloaded reports into your system. To determine if you have to take action, check the migration overview<\/a>.<\/p>\n

Step 1: Automate generating reports<\/h2>\n

Configure reports to generate automatically<\/h3>\n

You need the\u00a0Merchant Report<\/strong>\u00a0user role<\/a>.<\/p>\n

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  1. In your\u00a0Customer Area<\/a>, go to Reports<\/strong> in the left navigation.<\/li>\n
  2. Under\u00a0Report overview<\/strong>, you can select a report category from the drop-down menu or enter the name of a specific report in the Search<\/strong> bar. By default, All reports<\/strong> is selected.<\/li>\n
  3. From the list of reports, select the report you want to configure under the Name<\/strong> column.<\/li>\n
  4. Select\u00a0Manage report<\/strong>. This gives you the option to generate the report automatically or manually. Select\u00a0Automatic (generate on a schedule)<\/strong>.<\/li>\n
  5. Select On<\/strong>. You will see a pop-up message that says Automatic report generation has been enabled<\/strong> at the top of your screen.
    \nFor some reports, you need to configure additional report settings such as the     frequency<\/a>.<\/li>\n
  6. Select a report format, for example, .CSV<\/strong>. If you change the file format, select Change format<\/strong> to confirm.<\/li>\n<\/ol>\n

    Schedule when you receive reports<\/h3>\n

    For some reports, like the Aggregate settlement details report, you need to choose how often to generate them. Your time zone setting<\/a> affects how your reports are generated.<\/p>\n

    Select Add report schedule<\/strong> and do the following:<\/p>\n

      \n
    1. \n

      Select the Frequency<\/strong> of report generation:<\/p>\n