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Use Cases: Reporting

Welcome to the Reporting Use Case Tutorials!

Whether you’re a beginner or an experienced Portal user, these tutorials are designed to help you quickly find balance or transaction info, 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 on the Portal.

  • Generating Monthly Statements - How to create a downloadable Merchant Statement.

  • Combine 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 our reference material for Reporting:

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