What is a Batch report?
A Batch report is a consolidated summary of all settlement reports within a selected date range. Instead of downloading each settlement report individually, you can generate a single file that covers multiple payouts at once.
The report is available in PDF or CSV format and gives you a high-level view of your settlement activity across the selected period. A Batch report can cover a maximum of 32 days.
Common uses include:
Monthly payout overviews
Get a summary of all payouts for a given month without opening each individual settlement report.
Accounting and bookkeeping
Export settlement data in bulk to share with your finance team or import into your accounting system.
Period-end reconciliation
Compare total settled amounts against your internal records for a specific date range.
Audit preparation
Compile a complete record of settlement activity to support internal or external audits.
How to generate a Batch report
Follow these steps to generate a batch report:
Open Kustom Portal and sign in.
Navigate to Settlements from the menu on the left.
Select a date range from the menu at the top.
The date range can't exceed 32 days.
Press the export button đ„
Select if you would like the report in PDF or CSV format.
Your report will now be generated and downloaded. Depending on the amount of reports and orders for the selected date range this can take varying amounts of time.
Need more than 32 days?
If you need data for a longer period than 32 days, use a Transaction report instead. It has no maximum date range, can cover all your stores in one file and lists every captured order and refund with its fees.
This makes the Transaction report the better choice for quarterly, half-year or yearly reconciliation.