{"title":"Generate and download reports manually","category":"default","creationDate":1776961629,"content":"

Find the reports that are available to you in your Customer Area<\/a>. A report can be available for the company account<\/a>, the merchant account<\/a>, or for both. Starting Jan 13, 2024, reports are only kept for two years from the date they were generated. If you require access to a report that is older than two years, you need to regenerate it in your Customer Area.<\/p>\n

Note that this retention policy does not apply to invoices. All invoices are available indefinitely.<\/p>\n

You can also automatically get reports<\/a>.<\/p>\n

Manually generate and download a report<\/h2>\n

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

To generate and download a report:<\/p>\n

    \n
  1. \n

    In your\u00a0Customer Area<\/a>, go to Reports<\/strong> in the left navigation.<\/p>\n<\/li>\n

  2. \n

    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.<\/p>\n<\/li>\n

  3. \n

    From the list of reports, select the report you want to access under the Name<\/strong> column.<\/p>\n<\/li>\n

  4. \n

    Select\u00a0Manage report<\/strong>. This gives you the option to generate the report automatically or manually. Select\u00a0Manual (generate once)<\/strong>.<\/p>\n<\/li>\n

  5. \n

    Configure additional report settings. Select the additional options from the pop-up window. The options depend on the type of report you are generating, for example, Date range<\/strong> or File type<\/strong>.<\/p>\n<\/li>\n

  6. \n

    Select Generate report<\/strong>. You will see a pop-up message that says Report is successfully queued<\/strong> at the top of your screen.<\/p>\n

    Your report may take several hours to generate, depending on its size. Some delays may also be caused by a high number of merchants generating reports at the same time.<\/p>\n<\/li>\n

  7. \n

    Select the name of the report you generated. Under Generated reports<\/strong>, select the one you want to download.<\/p>\n<\/li>\n<\/ol>\n

    See also<\/h2>\n