Explanation of the reports and how to download reports in Essentials?
Do you have the right user role?
Please check whether you have one of the following user roles:
Download Reports
Generate Reports
Merchant Reports
Download invoices
We send your monthly invoice to the email address used in the initial application for an Adyen merchant account.
- Log in to Essentials
- Go to Finance > Invoice.
Download reports
Franchisees or their accountants can download several reports in Essentials. In the Finance section, they can find 3 reports and 1 dashboard they can download.
Report
Report type
How to download
Date range
Aggregate Settlement
Aggregates all settled payments 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 settled payment on one or multiple days
Automatic generation
Right top corner Generate report
Per payout (batch)
Payouts
(dashboard you can download)
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
Let's practice
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