These reports may be available in multiple versions. To use new versions, you can receive two versions of the same report concurrently or non-consecutive versions of the same report for testing and integration purposes.
Contact your account manager for information on new or deprecated versions of the report, to enable access to different versions, and to request any changes in report distribution. Report types available Access online reports Log in to your PayPal account to access online reports. Shows details of all card processor declines that happened during a reporting timeframe. You can use this data to analyze reasons for processor declines and to take corrective action as required.
Financial Detail Report. Financial Summary Report. Marketplace Case Reconciliation Report. Shows details for case management processes, including details for cases that were opened or closed during the reporting timeframe. Payouts Reconciliation Report. Shows details for platform activity. Enables you to reconcile the end-to-end money flow and transactions. Reports are updated daily so that you can: reconcile and manage revenue review activity details manage dispute cases and chargebacks How it works When approved, you can set up SFTP access to retrieve reports that require a secure server.
Eligibility Review the supported currencies. But if you visit their site, you will be confused with different report categories. Hence, we have handpicked the most important ones that can be beneficial to you. You have the summary of all your financial activity — customer payments, PayPal fees, business expenses, bank transfers, and more.
Each line item is presented as an aggregated amount. You can drill-down to track individual transactions. To view the report currently or later, you have the option to open and save it either in pdf, excel sheet, CSV export or in a tab format. It also includes details on shipping status and PayPal Seller Protection availability. The search results are also quite detailed and informative but they take a considerable amount of time to load.
The PayPal Settlement report provides the store administrator with the information about each transaction that affects the settlement of funds. The report includes details about transaction event code and transaction initiation date.
Previously known as the Downloadable Dispute Report — DDR, this report provides status and other details about all claims disputes and chargebacks made against your PayPal account. These reports can be used as backup records during audits. Applicable in cases such as tax payments. You can try the long strenuous process of analyzing weeks of data by yourself, or you can let the PayPal reporting tools do it for you.
Know more about PayPal reports in detail. Step 1 — Log in to your PayPal account, click on the tab that is labeled My Account displayed at the top of your page. Click Download History on the drop down menu after you mouse over the history item on the navigation bar. Then click on the customize download link to take the page to where you can further refine the PayPal reporting data. Step 4 — Select the fields that you would like for inclusion in the customization of the reporting data by marking the checkbox next to the desired data, and clicking Save.
You will then return to the download history page. Step 5 — Specify the date span in which you want the downloaded reports taken. Step 6 — Select a format from the file types of download drop-down list for your downloaded reporting. Step 7 — Finally, click the Download History button, and in a few minutes, your file will be ready to download. As efficient as the PayPal reporting is, some operational problems come with the traditional PayPal reporting.
Though PayPal loads transactions which you queried for, the loading process is very slow. It almost takes a minute to load transactions. Are you willing to spend so much time every now and then for transactions to laod? Same goes with searches like transactions. If you are looking for specific details such as emails or client names, you will waste lot of time as you do in for transactions.
They are rather challenging to read and analyse without prior experience. The report strictly provides high level numbers and details at all. Every business success depends on its relation with customers and the products that contributes to sales. Same like customers and products, PayPal misses out on sales insights too. These include time when maximum sales occur, which country contributes to maximum sales, daily average revenue, etc.
Fortunately, for all the drawbacks posed by the traditional PayPal reporting tools, there are solutions. These solutions come in the form of alternative PayPal reporting tools that are way faster and provide more options that are unavailable in the traditional PayPal reporting tools.
Options such the ability to access your PayPal reporting and analytics information without having to access your PayPal account through an app. The above are just a taste of the numerous benefits that accompany these PayPal reporting alternatives. Putler within this compilation is appropriately termed as the best because of all the features it offers.
This tool rates among the most accurate e-commerce analytics solution with more than metrics and in-depth reports.
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