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Use Case: Reporting

Welcome to the Reporting Use Case Tutorials!

Whether you’re a beginner or an experienced Payrix Portal user, these tutorials are designed to help you quickly find balance or transaction information, create a Merchant monthly statement, and schedule reports for email delivery. Explore step-by-step guides with tips and resources tailored to users of the platform.

Note: For direct guidance on reconciling disbursements, read the Reconciliation Use Case Tutorials.

What you’ll learn:

  • Generating a report: How to use the reporting options available in the portal

  • Generating monthly statements: How to create a downloadable Merchant Statement

  • Combining report data: How to consolidate two reports for more comprehensive details

Dive into the tutorials below and start your journey toward mastering reporting.

Reporting Use Cases

Use Case: Generate Reports in the Portal
Use Case: Schedule Reports for Regular Email Delivery
Use Case: Generate a Monthly Transactions Report
Use Case: Retrieve Active Merchant Account Balances
Use Case: Verify Transaction Activity with the Transaction Details Report
Use Case: Create a Granular Balance Details Report
Use Case: Create a Statement Billing Details Report
Use Case: Create a Net Billing Details Report

Tip: New to the platform? Enhance your understanding of key concepts and processes by exploring reference material for reporting:

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