Yuansfer DOCS
  • Introduction
  • GUIDE
    • Online Payment
    • Point of Sale
      • Scan QR Code
      • Create QR Code
    • Plugins
    • Payment Methods
    • Financial Report
    • Security
    • Incident Priorities
    • SDK
    • Tutorials & Examples
      • PHP SDK
      • JAVA SDK
      • C# SDK
      • JS SDK
  • API REFERENCE V3
    • Sandbox Environment
      • Apply Sandbox Credentials
    • Signing API Parameters
    • Customers
      • Register Customer
      • Retrieve Customer
      • Update Customer
    • Payments
      • Online Payment
        • Yuansfer Checkout
        • Yuansfer Integrated Payment
          • Braintree Payments
          • Prepay
        • Recurring Payments
          • Authorize
          • Apply Token
          • Pay
          • Revoke
      • Point of Sale Payment
        • Scan QR Code
          • Add
          • Prepay
        • Create QR Code
    • Transaction Revert
      • Refund
      • Cancel
    • Transaction Data Search
      • Transaction Query
    • Payouts
      • Create Payee
      • Retrieve Payee
      • Balance
      • Send Money
      • Search Payments
    • Notes
  • 中文
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  • Report Types
  • Filter Data
  • Report Export

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  1. GUIDE

Financial Report

Yuansfer supports various types of financial reports, you can filter and get reports aligning with your requirements in our portal.

Report Types

You can get reports by supplier type.

Merchant Report

Column

Meaning

Date

Report Date

Merchant Account

Merchant Account Information

Transaction Amount

The total amount of completed transactions

Currency

The settlement currency of a transaction

Store Report

Column

Meaning

Store ID

The unique ID of a store

Date

Report Date

Payments

The total amount of completed transactions

Refunds

The total amount of refund transactions

Total Gross

The total amount that a store gained

Filter Data

By Date

You can filter data by report date.

By Payment Type

You can filter data by payment type.

Report Export

You can export a report as an excel sheet whenever you need it. You can find the "Download" button on the top-right of the portal.

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Last updated 4 years ago

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