Reports

The Reports page allows you to view and download Payment Operation reports and invoices for your payments. You can also create customized reports for payment operations. For more information, see the following sections.

Payment Operations

The Payment Operations tab on the Reports page displays a list of scheduled Payment Operation reports and information about each report. On this tab you can also download a Payment Operations report as a JSON or CSV file.

Payment Operations reports list

Each column in the Payment Operations reports list provides specific information about the payment operations report.

Column	Description
Report	The name and number assigned to the report when it was created. The number usually represents the date that the report was created. For example 20240714 indicates that the report was created on July 14th, 2024.
Period	The time period for the payments covered in this Payment Operations report.
	Click to download the Payment Operations report in JSON or CSV file format, or both, if available.

Customized Reports

The Customized Reports tab on the Reports page displays a list of customized reports you created and information about each report. On this tab you can also download a customized report as a JSON or CSV file.

Customized Reports list

Each column in the Customized Reports list provides specific information about the report.

Column	Description
Report	The unique name you assigned to the report.
Creator	The user name of the person who created the report.
Created on	The date and time (in UTC) when the report was created.
Date range (UTC)	The time period for the payments covered in this report.
Status	The report status indicating whether the report is Ready, in which case you can download the report, or Empty, in which case no report is available for the specified report type and date range.
(if available)	Download the report in JSON or CSV format, depending on which report format you selected when you created the report.
	Click to select from more actions: View details -- View the report details (creator, created on, report name, UTC date range, and report format) of the selected report. Delete -- Delete the selected report.

Create customized report

To create a customized report, complete the following steps:

1. From the left navigation, select Reports and then click Create report .
2. In the Report Name field, enter a unique name for your report.
3. Select the Payment Operations report type.
4. Click the UTC date range field and from the calendar select the date range for which you want to see report data.

   Note

   You can only select from a date range within the past 90 days counting backwards from the time when you create the report. Reports older than 90 days get purged and are no longer accessible.

5. In the Report Format field, select either CSV or JSON format for your report.
6. Click Create Report .

Once your report is generated, you'll be able to select and download it from the reports list.

Invoices

The Invoices tab on the Reports page displays a list of invoices and information about each invoice, such as the invoice status (paid, partially paid, or not paid). On this tab you can

• Download an invoice as a PDF file. In certain cases, you can also download the invoice as an e-file (CSV file format) or a summary file (XLSX file format)
• Sort the invoices by different columns
• Copy the invoice ID

Invoices list

Each column in the invoices list provides specific information about the invoice. Click the column name to sort the invoices accordingly.

Column	Description
Invoice ID	The unique ID assigned to the invoice when it was created. To copy the invoice ID, click the copy icon next to the ID.
Invoice Period	The time period for the payments covered in this invoice.
Invoice Date	The date when the invoice was created.
Due Date	The date when the total invoice amount is due.
Invoice Total	The total amount of the invoice.
Amount Due	The amount due. This can be either the total amount or a partial amount depending on the invoice's Status.
Status	The invoice status indicating whether the invoice has been Paid, in which case Amount due shows 0 Partially Paid, in which case Amount due shows the remaining amount you need to pay Not Paid, in which case Amount due shows the same as Invoice Total, which you need to pay
	Click to download the invoice in either PDF, e-file, or summary file format.

PDF invoice

The upper left side of the PDF invoice shows the following information:

• Invoice ID , for example RIN543037
• Invoice Date using the MM-DD-YYYY format, for example 04/09/2023
• Payment Term specifying the due date terms of the invoice, for example Due On Receipt
• Due Date using the MM-DD-YYYY format, for example 04/13/2024

The upper right side of the PDF invoice shows the following information:

• Name, address, and e-mail address of the invoice sender
• Name and address of the invoice receiver

The middle of the PDF invoice shows the charge summary which includes the following information:

The charge summary also includes the subtotal and total for all product items as specified under Product Name.