Settlement Summary Dashboard Report

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)