How to generate a Transaction report
A Transaction report can be generated in the Kustom Portal under the Settlements tab.
Open the Kustom Portal and sign in.
Go to the Settlements tab in the left menu
Click on Transaction reports
Choose your store and select the desired time range
Click Generate.
Once the report is ready, it will be available to download as a .csv file.
Note:
The date range is limited to a maximum of 35 days. Meaning; you can only generate reports spanning up to 35 days at a time.
If the report contains a large number of transactions, it may take up to 1 hour to generate.
This is a standardized report format and cannot be customized.
What is included in a Transaction report
All captured orders and their fees for the selected time range.
Payment reference
Refunds
Additional details like payment method, capture date, order creation date, and sales country
When to use the Transaction report
Below are some examples of how you can use the Transaction report:
Reconcile financial records
Match captured orders, fees, and settlement dates with your accounting records.
Track outstanding transactions
Identify recent captured orders that haven't yet been settled to monitor your cash flow.