Flexible Report

A Flexible Report allows you to create customized transaction reports based on your own date range and preferred filters. Flexible reports offer advanced configuration, including multiple delivery methods such as email and SFTP.

General Configuration

1. From the Dashboard, click the three-dot menu (⋮) in the top-right corner and select Administration Panel.

2. Navigate to Report → Flexible Report Config, then click Add Flexible Report Config.

   

3. Complete the following fields:

   

• Is Enabled?:

  Shows whether the report configuration is active. This setting is automatically enabled when both the Cut-off Time is specified and the Is Active checkbox is selected. Until these two conditions are fulfilled, the configuration remains inactive and non-functional.

• Is Active?:

  Makes the report configuration available for use and visible in the system.

• File Format:

  Select the export format (e.g., CSV, XLSX).

• Cut-off Time:

  Transactions processed after this time will be included in the next day's report.

• Report Timezone:

  Choose the timezone that will be used to interpret the report's timing.

• Send Transaction Report by Email:

  Enable if you want the report sent to email.

• Emails:

  Define one or more recipient email addresses (comma-separated).

• Send Transaction Report by SFTP:

  Enable to send the report securely to an SFTP server.

• SFTP Server Host Address:

  Enter the hostname or IP of the destination server.

• SFTP Upload Path:

  Specify the path on the server where the file will be uploaded.

• SFTP Server Username / Password:

  Enter the authentication credentials for SFTP.

• File Name Prefix:

  Add a custom prefix to the exported report filename.

• Add Breakdown Columns:

  Check to include fields like refunded_amount and voided_amount in separate columns.

1. Click Save to apply the configuration.

For detailed steps on how to customize headers for this report, please refer to the Customizing Report Headers section.

Generating the Report

Once configured, and enabled, a flexible report becomes active and is generated according to its defined schedule.

• If email delivery is enabled, the report will be sent to the configured recipients.

• If SFTP delivery is enabled, the report will be uploaded to the defined server path.

• You can also download the report from the Generated Reports section in the dashboard.