What is the difference between an automatic report and an ad hoc report?

In this article you will learn the difference between an automatic report and an ad hoc report.

Automatic Reports

An automatic report is a pre-defined report generated automatically at regular intervals, such as the daily settlement report. In the payments portal, automatic reports are generally run daily. These reports are useful for monitoring key performance indicators, tracking trends, reconciliation, and analyzing data over time.

Click here to learn how to enable automatic daily reporting.

Ad Hoc Reports

An ad hoc report is a report that is created on an as-needed basis to address specific information requirements or to analyze unique data sets. Unlike standard reports that are pre-defined and generated automatically, ad hoc reports are generated manually.


Click here to learn how to generate an ad hoc report.

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