Skip to main content
  • Download all your transaction data for a specific day, month, or time frame according to your business requirements as a CSV, XLS, or XLSX file or get it emailed to the intended recipients.
  • Schedule the reports you want to receive. Select the desired delivery frequency (daily, weekly, monthly), and specify the email address where the reports will be sent using the Dashboard.

​
Download Reports

​
To download a report:

  1. Log in to the Dashboard and click Reports.
  2. Click Download Report.
  3. Click What report is this? to select the report type and format.
  4. To select the time frame of the report, click What will you receive in this report?. You can also select a custom time range by clicking the Custom button and selecting your preferred time and date.
Handy Tips
You can select a maximum time frame of 95 days to download a report.
  1. Click Yes on the Do you want this report in an email? section to add the email recipients with whom you want to share the report and click Start Download.
  2. Your report request will begin processing. You can track the status and download the report in the Downloads section.

​
Schedule Reports

Scheduling reports offers numerous advantages. It guarantees punctual and regular data provision, streamlining decision-making with timely information.

​
To schedule a report:

  1. Log in to the Dashboard and click Reports.
  2. Click Schedule Report.
  3. In the What report is this? section, select the type of report and enter the Schedule Name Select the format in which you want to receive the report.
  4. In the What will you receive in this report? section:
    • Select the time duration for which you want to schedule the report.
Handy Tips
When selecting the duration for a scheduled report, it is important to ensure that you choose the T+1 date. The T+1 date refers to the day immediately following the current date.
  • Select the Data Duration from the drop-down.
  • Select the frequency of the report schedule.
  • Select the time of the day to schedule your report.
  1. Click Who will receive this report? section to add the email recipients with whom you want to share the report and click Create Schedule.
Your report will be scheduled. You can track and manage all your schedules in the Schedules section.

​
View and Edit Schedules

You can also access and review previous schedules associated with a specific scheduled report. This allows you to view the scheduled report’s history and corresponding configuration. You can also modify a scheduled report’s configuration as per your requirements.

​
To view and edit schedules:

  1. Log in to the Dashboard and click Reports.
  2. Click Schedules and click Open on the schedule you want to view under View Activity.
  3. Click Edit Schedule to modify the existing settings of the scheduled report.
  4. Click Edit Schedule to save the changes.

​
Limit on Reports

There is a limit on the number of concurrent reports that can be generated from the Dashboard. Once the maximum threshold is reached, new reports will only be created after at least one of the reports in the processing state has been generated.
Handy Tips
You can generate a maximum of 3 reports at the same time. Get in touch with our Support Team to increase this limit for your account.

​
List of Reports

The table below lists the various reports supplied as default and gives a brief description of each report. Click the report name to download the sample report of that product. Know how to download reports.

​
Report Name | Description

​
In-Person Card Payments | This report provides details of all in-person card payments processed through POS devices in the selected time range. Available for Omni merchants with self-serve download and scheduling options.

​
In-Person UPI Payments | This report provides details of all in-person UPI payments processed through POS devices in the selected time range. Available for Omni merchants with self-serve download and scheduling options.

​
In-Person Refunds | This report provides details of all in-person refunds processed through POS devices in the selected time range. Available for Omni merchants with self-serve download and scheduling options.

​
Omni Settlement Recon Report | This report provides a detailed list of all transactions (payments, refunds, and adjustments) against every settlement in the selected time range with additional POS details.

​
Settlements | This report provides a list of the settlement(s) in the selected time range, including in-person transactions for Omni merchants.

​
Payments | This report provides details of all payments that were created in the selected time range.

​
Combined Report | This report provides all transactions (payments, refunds, adjustments and transfers) and settlements made in the selected time range, including in-person transactions for Omni merchants.

​
Orders | This report provides details of all orders that were created in the selected time range.

​
Refunds | This report provides details of all refunds that were initiated in the selected time range.

​
Instant Refunds | This report provides details of all the instant refunds initiated in the selected time range.

​
Settlement Recon | This report provides a detailed list of all transactions (payments, refunds, and adjustments) against every settlement in the selected time range.

Monthly Invoice | An invoice for transactions and the corresponding payments.
Handy Tips You can currently download only the Monthly Invoices report.