The Settlement Summary Dashboard Report provides a visual insight dashboard relating to the funds that have been settled to your organisation.
To find the Settlement Summary Dashboard Report:
1. On the left-hand menu, click Reports
2. In the Report Dashboards section, find the Settlement Summary Dashboard and click View Report.
3. The report will then be presented to you as below:
The Settlement Summary Dashboard will show you:
- The Total Amount + Charge (Processing Fees) + Tax processed through your organisation
- The Total Settled Amount
- The Total Charge (Processing Fees)
- The Total Tax
- A breakdown of Settlement Amount by Year
- A breakdown of Settlement Amount by Month (last 3 years)