Organization-Level Merchant Reports

Learn how to access, export, and review your organization’s merchant reports to better manage event transactions.

📈 💳 Organization: Merchant Reports

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Email Data as CSV

To export all your merchant report data as a CSV file:

Step 1: Navigate to the Organization tab, then the Merchant Reports section.

Step 2: Please enter the date range for which you would like to view the reports in the CSV. This will ensure the data displayed aligns with your selected timeframe.

Step 3: Check the box labeled “I want all data regardless of date range.”

Step 4: Enter the email address where you would like the report to be sent.

Step 5: Click Submit.

🔄💰 Reconciled Transactions

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Step 1: Select the Date Range relevant to the transactions you want to view.

Step 2: All merchant reports from events within that range will be displayed once clicking the submit button.

a. If multiple events had payouts on the same date, they will be listed under that date.

b. The last 4 digits of the bank account where the funds were deposited will display under the payout date. 

Step 3: A CSV report is available for each event payout, allowing you to view or print detailed transaction data.