Reports

Created by Richard Moore, Modified on Thu, 29 Feb 2024 at 02:33 PM by Richard Moore

Exact offers several reports that can be generated and available for review in the PayFac Dashboard. 


To view Reports:


  1. Log in to your PayFac Dashboard 
  2. Select Reporting on the left side-bar


The reports listed below are available on the PayFac Dashboard:


Report TypeDescription
AccountsLists all Merchant Onboarding requests and provides current status for each.
TransactionsDisplays all transactions, settled and unsettled, in the date range.
ChargebacksDisplays all new and historical chargebacks. Will display as "No records to display" if there are no chargebacks on against the account.
SettlementLists all settled transactions in the date range. Includes the exact settlement time.
FundingProvides a list of funding amounts dates and statuses.


Example 1: Generating a Report



Example 2: Viewing and Downloading a Report



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