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Documentation Index

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Once settlement report ingestion has been set up, you can start to schedule the creation of settlement reports. To schedule the creation of a consolidated settlement report you need to set up a new scheduled report via the report dashboard.

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Setup

You can set up a schedule which will automatically create daily consolidated settlement reports for the payment services which are enabled for settlement report ingestion. It is currently only possible to create settlement reports via a report schedule. Custom and one-off reports are not yet available. Log in to the dashboard and go to the Reports tab, scroll to your Financial reports and then Schedule the Settlement report.
Dashboard
In the drawer you’ll be given an overview of the connections you’ve enabled for ingestion of settlement data. If none of the connections are enabled, or do not support ingestion of settlement data, then it will not be possible to schedule a report via the dashboard. Once the schedule is enabled a consolidated settlement report will become available for download daily after 2am UTC.

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Retrieval

Once a report is created, the report will be made available for download via the Generated reports tab on your dashboard. We will also send a webhook which will include the report_execution_id which can be used to fetch the report via the API.