Use-Case Scenarios

Choose the example that matches your need, then follow the steps to set up the right report.

When to use: You want yesterday’s totals delivered automatically each morning. Report Type: Periodic Report How to configure:

1

Open Periodic Report Config

Admin Panel → Report > Periodic Report Config → Add New

2

Define Schedule & Cut-Off

Set Report Generation Start Date = today’s date, Period = Daily, Cut-off Time = 23:59

3

Enable Email Delivery

Enable Send Transaction Report by Email, enter your address, click Save


When to use: You need to securely export paid transactions from the past 24 hours using SFTP. Report Type: Flexible Report How to configure:

1

Open Flexible Report Config

Admin Panel → Report > Flexible Report Config → Add Config

2

Activate & Set Cut-Off + Date Filters

Check Is Active, specify Cut-off Time (this defines the 24-hour reporting window).

3

Configure SFTP Delivery

Enable Send Transaction Report by SFTP, enter host/path/credentials, click Save


When to use: You need a quick, manual download right now. Report Type: Dashboard Report How to configure:

1

Navigate to Export Transactions

Dashboard → Plug-in section → Transactions → set today’s filters → Export Transactions

2

Select Fields & Format

Choose desired fields and XLSX format

3

Execute Export & Download

Click Export, then download your file from Generated Reports


When to use: You want a routine overview of voids at the start of each week. Report Type: Periodic Report How to configure:

1

Open Periodic Report Config

Admin Panel → Report > Periodic Report Config → Add New

2

Define Weekly Schedule & Cut-Off

Set Period = Weekly (starting Monday), specify Cut-off Time, check Is Active

3

Add Voided Amount Header

In Fields, add voided_amount header, click Save

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