Overview
Reports help you:- Track payments — See all incoming and outgoing transactions
- Analyze trends — Understand payment patterns over time
- Reconcile accounts — Match transactions with your records
- Export data — Download reports for accounting and compliance
Accessing Reports
Click Reports in the sidebar to access the reporting dashboard.Report Types
Transactions Report
View all transactions in one place:| Column | Description |
|---|---|
| Date | Transaction timestamp |
| Type | Invoice, Payment Link, Payout, Disbursement |
| Reference | Invoice number, payment link name, etc. |
| Client/Recipient | Who paid or received |
| Amount | Transaction amount |
| Currency | HTG or USD |
| Status | Paid, Pending, Failed, etc. |
| Tx Hash | Blockchain transaction ID |
Payments Report
Focus on incoming payments:- Invoices paid
- Payment links used
- Payment methods
- Settlement status
Payouts Report
Focus on outgoing payments:- Direct payouts
- Disbursement items
- Approval status
- Execution status
Summary Report
Aggregated statistics:| Metric | Description |
|---|---|
| Total Collected | Sum of incoming payments |
| Total Paid Out | Sum of outgoing payments |
| Net Flow | Collected minus paid out |
| Transaction Count | Number of transactions |
| Average Transaction | Mean transaction size |
Filtering Reports
Date Range
Select a time period:- Today
- Yesterday
- This Week
- Last Week
- This Month
- Last Month
- This Year
- Custom Range — Select specific start and end dates
Transaction Type
Filter by:- All transactions
- Invoices only
- Payment Links only
- Payouts only
- Disbursements only
Status
Filter by:- All statuses
- Completed
- Pending
- Failed
Client/Recipient
Search for transactions involving a specific client.Amount Range
Filter by minimum and/or maximum amount.Exporting Reports
Export Formats
| Format | Best For |
|---|---|
| CSV | Spreadsheets, accounting software |
| Excel | Microsoft Excel analysis |
| Formal reports, printing |
How to Export
- Apply your desired filters
- Click Export
- Select format (CSV, Excel, or PDF)
- Download the file
Export Contents
Exports include all visible columns plus:- Transaction ID
- Blockchain transaction hash
- Timestamps (created, updated, completed)
- Client/recipient details
Transaction Details
Click on any transaction to see full details:Payment Details
- Invoice or payment link information
- Client who paid
- Amount and currency
- Payment timestamp
- Status history
- Blockchain transaction hash
Payout Details
- Recipient information
- Amount and currency
- Approval history
- Execution attempts
- Blockchain transaction hash
Verification
For completed transactions, verify on the blockchain:- Copy the transaction hash
- Visit stellar.expert
- Search for the hash
- Confirm transaction details match
Analytics Dashboard
Charts and Visualizations
| Chart | Shows |
|---|---|
| Payment Volume | Payments over time (daily/weekly/monthly) |
| Transaction Count | Number of transactions over time |
| Top Clients | Highest-paying customers |
| Payment Methods | Breakdown by invoice vs payment link |
| Currency Split | HTG vs USD volume |
Key Metrics
| Metric | Description |
|---|---|
| Collection Rate | % of invoices paid on time |
| Average Days to Pay | Mean time from invoice to payment |
| Payout Success Rate | % of payouts that succeed first try |
Reconciliation
Matching Transactions
Use reports to reconcile with your accounting system:- Export transactions for a period
- Match by amount, date, and reference
- Identify any discrepancies
- Investigate missing or duplicate entries
Best Practices
- Daily reconciliation — Check previous day’s transactions
- Use references — Include invoice numbers in memos
- Export regularly — Keep offline backups of transaction history
Scheduled Reports
Set up automatic report delivery:- Go to Reports → Scheduled
- Click Create Schedule
- Configure:
- Report type
- Filters
- Frequency (daily, weekly, monthly)
- Recipients (email addresses)
- Format (CSV, Excel, PDF)
- Click Save