This interactive guide will teach you the basics of Reporting in the Merchant Portal.
Upon logging in to the Merchant Portal (click here to log in), you will be directed to the payments module where you can see all of your recent payments. From the navigation bar on the left-side of the portal, you will click on "Reporting." After clicking on "Reporting," you will be directed to the reporting module.
Within the reporting module, you will see four cards each corresponding to a different report. In this example, we will select the Daily Settlement Report. Simply click on the Daily Settlement Report card and you will be redirected to your Daily Settlement Reports. Reports within the Reporting Module will generally auto-generate every day, but can also be generated manually.
Click on the download icon on the left side of the line of data for the report that you want to download. Once you have clicked the download button, the report will proceed to be downloaded onto your device where you can access it from your Downloads folder.
If you need assistance or have further questions, please refer to our self-service Knowledge Base!