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:
Open Periodic Report Config
Admin Panel → Report > Periodic Report Config → Add New
Define Schedule & Cut-Off
Set Report Generation Start Date = today’s date, Period = Daily, Cut-off Time = 23:59
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:
Open Flexible Report Config
Admin Panel → Report > Flexible Report Config → Add Config
Activate & Set Cut-Off + Date Filters
Check Is Active, specify Cut-off Time (this defines the 24-hour reporting window).
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:
Navigate to Export Transactions
Dashboard → Plug-in section → Transactions → set today’s filters → Export Transactions
Select Fields & Format
Choose desired fields and XLSX format
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:
Open Periodic Report Config
Admin Panel → Report > Periodic Report Config → Add New
Define Weekly Schedule & Cut-Off
Set Period = Weekly (starting Monday), specify Cut-off Time, check Is Active
Add Voided Amount Header
In Fields, add voided_amount header, click Save
Last updated