To create a new report, go to the Report section and click New report.

This opens the configuration page, where all the parameters required to create the report can be set. Once the configuration has been completed, click Save to generate and send the report according to the selected settings.

The creation page is divided into 4 sections containing the information to be entered or selected:

1. Report data

This section contains the main information required to create a new report:

1. Name prefix (optional)
2. Name
3. Type: Transfers, Ecommerce Payments, and Events
4. Workspace
5. Frequency
6. From: the date from which the report will be scheduled

2. Filters

In this section, users can set the parameters that define which data should be displayed in the report, including predefined or custom filters created in the Filters tab:

1. Date
2. Time range (quick options or custom)
3. Time zone
4. Filter (previously configured in the Filters tab)

3. Template

In this section, users can define the report columns by selecting individual fields or by choosing a predefined or custom template from those available in the Template tab.

A maximum of 50 columns can be selected for each report.

4. Export and sharing

In this section, users can define the report format and delivery channel:

• Format: .xlsx, .csv, .txt, with the option to compress the file
• Channel: email, sFTP

Once the configuration has been completed, it is also possible to download a sample report using the Download sample command, available at the top next to the report name, in order to obtain a preview of the generated file.

Report types

The fields available in the Template section vary depending on the selected report type: Ecommerce Payments, Events, or Transfers.

Ecommerce Payments

For this report type, users can select fields belonging to the following categories: 3DS, Axerve Guaranteed Payments, Custom fields, Card, Fees, Merchant, Identifiers, Amount, Payment information, Pay by Link, Smart routing, and User.

Events

For this report type, users can select fields belonging to the following categories: 3DS, Axerve Guaranteed Payments, Transfers, Custom fields, Card, Fees, Disputes, Merchant, Identifiers, Amount, Event information, Pay by Link, Smart routing, and User.

Transfers

For this report type, users can select fields belonging to the following categories: Transfers, Custom fields, Card, Fees, Disputes, Merchant, Identifiers, Amount, Event information, and User.