The Ryft Portal provides a reports section that allows users to view and manage various reports related to their account activities.
It is accessible by clicking on the user icon located at the top-right corner of the Ryft Portal interface, then selecting My Files from the dropdown menu.
To generate a new report, users can click on the New Report button. This will open a pop-up window where users can specify the date range and select the type of report they wish to generate.
Once the report is generated, it will be available for download in CSV format and will be permanently stored in the My Files section of the Portal.
The available report types include:
- Payments: This report focuses on payment sessions, providing overall figures, customer details, and metadata such as subscription and 3D Secure information.
- Payment Transaction: This logs individual payment events, like authorisations and captures, offering a more granular data log by capturing each step within a payment session.
- Balance Transactions: This report lists changes in the balance over a specific period, including any processing fees paid to Ryft.
- Payouts: This provides a list of payouts with a breakdown of all payments for each payout.
- Payout Reconciliation: This report offers a detailed breakdown of all transactions associated with each payout, including fees and refunds (only available for automatic payouts)
- Platform Fee: Similar to the Payments report, this logs each payment routed under sub-accounts rather than the Main Account.
- Disputes: This logs the list of disputes with their status, including all details about the reason, related payment session, customer ID, Sub-Account involved, and all associated timestamps.