Reporting is located in the Payment Activity section. It is a lightweight dashboard that displays a simple line graph to visualize your processing volume along with some high level statistics.
If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
Click on Payment Activity.
Click the Reporting tab at the top of the page.
Go to Date Selection box in the left sidebar and set your range. Preset selections include: year to date, this week, and this month. If you select custom range, use the calendar widget to set a start date and end date.
Go to Methods.
All pending and settled payment methods are included by default. Uncheck any box to exclude that type from your report.
If you only want to see settled transactions, go to Filter and check the box next to Hide Pending Payments.
Viewing results
Statistics are listed at the top of the page.
Sum of total processing dollars.
Average ticket amount
Count of payments
Fees charged to customers through surcharging (if applicable)
Export Results
Use the Print to PDF action in the upper right corner to save a copy of the graph and on-screen stats in pdf format.
Use the Export to CSV action in the upper right corner to export the list of payments included in the on-screen results.