How to generate customer reports

The intent of this article is to guide merchants through the steps to download and schedule customer reports.

Useful tip

Weekly emails showcase all audit and refund activity. Additional advanced reports are found inside the customer dashboard.

Generate customer reports


    • Log in to your account.

    • On the left sidebar, tap Users.

    • Search for the user on the page.

    • Tap Login as user on the right side of the User record.

    • Tap Reports in the left sidebar menu.

    • Navigate to Export Data card on the page.


Refer to guide: How to generate customer reports  

Admins and manager users

All reports across all accounts are merged into a single spreadsheet.

Fields included within

  • Sender Name
  • Sender Company
  • Sender Street
  • Sender Street 2
  • Sender City
  • Sender State
  • Sender Zip
  • Count
  • Count (%)
  • Sum
  • Currency
  • Sum (%)
  • Cost Code
  • Bank Code

Schedule reports

The Invoice Summary Sender Address Report can be scheduled within the Scheduled reports section of the Reporting Dashboard.

Additional resources

Updated on March 5, 2024

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