Overview

The Report Builder is a powerful tool that helps businesses generate and deliver financial reports automatically. It is designed to make reporting easier, faster, and more secure, so you can focus on running your business instead of handling manual processes.

Why use Report Builder?

Managing financial reports manually can be time-consuming and error-prone. Report Builder gives you the ability to:

⚡ Automate the creation and delivery of your reports.
🔒 Protect sensitive data with secure delivery options.
📊 Access financial information in clear, standardized formats.
🌍 Adapt to your business needs with multiple delivery methods.

With Report Builder, your team gets the right information at the right time—always accurate and reliable.

How does Report Builder work?

Report Builder works through jobs that you can schedule or run on demand. Each job creates and delivers reports to the recipients you define.

Process Overview:

📝 Set up a job with the report type, frequency, and delivery method.
⚙️ Report Builder generates the requested report automatically.
📡 The report is delivered securely (via SFTP, Email, or S3).
👩‍💻 You and your team access the data with ease.

👉 To configure your first jobs, contact your Technical Account Manager (TAM).

Benefits

🎯 Simple → Easy-to-use tool designed for all types of users.
🔒 Secure → Encrypted and reliable delivery methods.
🤖 Automated → Schedule jobs to save time and reduce manual work.
📑 Consistent → Standardized CSV/TXT reports with clear formats.
🤝 Supported → Our team helps you configure and optimize your reporting.

Delivery Methods

Choose the delivery method that works best for your business:

📂 SFTP (Secure File Transfer Protocol) → Ideal for large reports. Delivered directly to your company’s secure folder.
📧 Email → Best for smaller, ad-hoc reports. Delivered straight to your inbox.
☁️ Amazon S3 → Direct delivery to your cloud storage bucket.

Reports Available

Report Builder offers three main types of reports:

💰 Transaction Payins Report → Detailed view of incoming payments.
💸 Transaction Payouts Report → Detailed view of outgoing payments.
📊 Statements Report → A complete financial statement for full visibility.

Each report is delivered in a clear and standardized format, making it easy to integrate into your processes or systems.