Features & Services
How do I generate reports?
Using the Reports feature to export transaction data and summaries
How do I generate reports?
NextPay provides built-in reporting to help you track your financial activity:
- Go to Reports in the dashboard.
- Select the report type: Transaction History, Payout Summary, Invoice Summary, or Balance History.
- Set the date range and any filters (e.g., status, channel, recipient).
- Click Generate.
- View the report on screen or click Export to download as CSV or PDF.
Available report types:
- Transaction History — A detailed log of all payouts, deposits, and fees with timestamps and statuses.
- Payout Summary — Aggregated payout data grouped by date, channel, or status.
- Invoice Summary — Overview of all invoices grouped by status (paid, overdue, etc.) with totals.
- Balance History — A timeline of your Flex Wallet balance showing deposits, payouts, and fees.
Reports are scoped to the current workspace. If your organization has multiple workspaces, switch to the relevant workspace before generating the report.
For automated reporting, the NextPay API supports programmatic access to transaction data. See the API Documentation for details.