Financial report
The financial report provides an overview of:
- Transactions within a specific timeframe and grouping of costs
- Paid transactions
- Refunds
- Chargebacks/reversals
- Payouts
- Currency conversions
Supported formats: Excel or CSV
Report contents
| Columns | Description |
|---|---|
| ID | MultiSafepay’s transaction reference number |
| Merchant ref | Your transaction reference number |
| Created | The date the transaction was initiated |
| Completed | The date the funds were settled in your MultiSafepay balance |
| Site | The website where the customer placed the order |
| First name | The customer’s first name |
| Last name | The customer’s last name |
| Description | A description of the order |
| Currency | The currency of the transaction |
| Amount | The amount of the transaction |
| Payment type | A MultiSafepay fee, or the payment method |
| Payment status | The transaction status |
Generating financial reports
To generate a financial report, follow these steps:
- Sign in to your MultiSafepay dashboard.
- Go to Reports > Financial report.
- In the Between and And fields, enter the start and end dates of the period you want the report to cover.
- In the Cost grouping dropdown menu:
- No grouping: Show only the total of all MultiSafepay transaction fees for the selected timeframe.
- Single entry for all costs: List each MultiSafepay fee below the matching transaction.
- Click Generate report.
Feedback
Propose a change on GitHub
or
send an email to [email protected]
Other languages
For an explanation in another language, contact your account manager.