Reports

The Accountant export lists all successful incoming and outgoing transactions, including the:

• Amount
• Payment method
• Transaction status (at the time the report was generated)

The Transaction summary provides an overview of all transactions within a specific timeframe.

Includes:

• Grouping of costs
• Currency
• Number of transactions
• Amount
• Cost
• Website

Supported formats: Excel or PDF

Generating a Transaction summary

To generate a Transaction summary, follow these steps:

1. Sign in to your MultiSafepay dashboard.
2. Go to Reports > Transaction summary.
3. Under Report settings …

The Financial report provides an overview of:

• Transactions within a specific timeframe and grouping of costs
• The following types of completed transactions:
  • Paid transactions
  • Refunds
  • Chargebacks/reversals
  • Payouts
  • Currency conversions

Supported formats: Excel or CSV

The Financial summary provides an overview of revenue and costs for:

• Each payment method
• Refunds
• Chargebacks
• Reversals
• Transaction fees

Supported formats: Excel or PDF

The Payout report provides an overview of the specific transactions and fees included in a payout.

It is helpful for matching payouts to specific orders or invoices for accounting purposes.

Supported format: Excel

The Second Chance report provides an overview of all transactions:

• By payment method or country
• Declined
• Retried and completed
• Retried and completed with a different payment method
• Completed with Second Chance

Supported format: Excel

Report contents

• Report created: the date the report was generated
• Merchant ID: your MultiSafepay account number
• Date from: the start date of the reporting period …

Advanced reports include Sales reports and Conversion reports. They help you find out:

• Who your customers are
• Where they are from
• What payment methods they use
• What devices they use
• Your conversion rate per website

Supported format: Excel

Generating advanced reports

To generate a Sales or Conversion report, follow these steps:

1. Sign in to your MultiSafepay dashboard.
2. Go to Reports > Advanced …

To identify transactions in reports by payment method, use the following N-codes: