---
title: "Reports"
slug: "reports-merchants"
status: "update"
updated: 2026-03-30T17:30:00Z
published: 2026-03-30T17:30:00Z
canonical: "resource.payrix.com/reports-merchants"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://resource.payrix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

The Portal automatically compiles data and statistics from your account, including sales, disputes, and transactions. You can access this information through reports that help you organize key data and visualize your business performance.

> [!NOTE]
> **Note**
> 
> Reporting functionality is limited in the sandbox environment because it is not a production environment with validated data and connectivity.

## Access Reporting Functionality

You access reports in the **Admin** section in the left pane of the portal. Select **Reports** in this section to display pages where you can:

- [Generate Merchant Financial Reports](/v1/docs/generate-merchant-financial-reports): Display a dropdown menu with financial reports available to generate from the platform. You can select a report, apply filters on data, and generate information as a downloadable CSV file. You can also schedule reports for automatic generation.
- [Generate Merchant Standard Reports](/v1/docs/generate-merchant-standard-reports): Display a dropdown menu with all standard reports available to generate from the platform. You can select a report type, customize its output, and opt to generate this information as a downloadable CSV file. You also use this page to schedule reports.
- [Manage Merchant Report History](/v1/docs/manage-merchant-report-history): Access a list of recently generated financial reports or Quick Reports.

## Reconcile Disbursements

The following articles describe how to use your generated reports and perform reconciliation:

- [Balance Daily Disbursements](/v1/docs/balance-daily-disbursements): Use the Balance Details and Disbursement Summary reports to balance your daily disbursements.
- [Reconcile Negative Disbursements with a Disbursement Report](/v1/docs/reconcile-negative-disbursements-with-a-disbursement-report): Use the Disbursement Summary report to reconcile charges to your account.

## See Also

For more information about reporting, see the following articles in the Partner Administrator Guide:

- [Create and Manage Financial Reports](/v1/docs/create-and-manage-financial-reports)
- [Create and Manage Standard Reports](/v1/docs/create-and-manage-standard-reports)
- [Map Standard Reports to Financial Reports](/v1/docs/map-standard-reports-to-financial-reports)

For additional content on reconciling disbursements and funds, see the following articles in the Partner Administrator Guide:

- [Reconcile Daily Funding](/v1/docs/reconcile-daily-funding)
- [Reconcile Disbursements with a Disbursement Report](/v1/docs/reconcile-disbursements-with-a-disbursement-report)
- [Reconcile a Negative Disbursement](/v1/docs/reconcile-a-negative-disbursement)
- [Reconcile a Withdrawal Disbursement](/v1/docs/reconcile-a-withdrawal-disbursement)

The web portal offered by the Payrix Pro platform to accomplish tasks for their business through a web-based user interface rather than the API. The Payrix Pro portal contains general settings, payment processing options, reporting, fee settings, group assignments, user management, and much more.