Explanation of the reports and how to download reports in Essentials?

Franchisees or their accountants are able to download several reports  in Essentials. Under the finance tab in essentials there are 3 downloadable reports and 1 downloadable dashboard. 

Report

Explanation of report

How to download 

Date range

Aggregate Settlement

Aggregates all payments that were settled over multiple days. Payments are aggregated by the card schemes and/or payment methods. 

Right top corner “generate report” 

Daily, weekly, monthly

Invoices

Your monthly invoice from Adyen.

“Download”

Monthly

Settlement details 

Contains every payment that was settled on one or multiple days

 Automatic generation

Right top corner “generate report” 

Per payout (batch)

Payouts (downloadable dashboard)

Overview of your payouts, and compare these to sales and refunds in a certain period.

“Export”

Last day, 7 days, 14 days, 30 days, last month, last 3 months, last 12 months, or custom

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