Essential reporting and analytics
Clear, accessible reporting helps you reconcile sales, spot trends, and manage cash flow. Look for a processor that provides both high-level KPIs and transaction-level detail so you can act quickly and accurately.
- Real-time dashboard: Live totals for sales, refunds, declines, and average ticket so you can monitor performance at a glance.
- Settlement and batch reports: Daily settlement summaries with batch-level detail and downloadable exports for bank reconciliation.
- Transaction search and filters: Fast lookup by card type, last four digits, date range, employee, or order ID to resolve disputes and audit transactions.
- Fee and net reporting: Per-transaction fee breakdown and net deposits so you understand the true payout for each sale.
- Customizable reports and scheduled exports: Ability to save templates, schedule regular reports, and export CSV/Excel files for reporting tools.
- APIs and data access: Raw data access or API endpoints for connecting BI tools or custom dashboards.
- KPI and trend analysis: Sales by day/hour, authorization rates, refund trends, and product/customer-level breakdowns to inform decisions.
Ask vendors for demo access and sample exports to confirm the reports match your bookkeeping and operational needs.