Viewing Reports in Dashboard

Generate comprehensive financial reports, analyze transaction data, and gain insights into your payment performance using the Omise Dashboard reporting tools.

Accessing Reports

Dashboard → Reports

Available Report Types:

Transaction Reports
Settlement Reports
Refund Reports
Payout Reports
Fee Reports
Performance Analytics
Custom Reports

Transaction Reports

Generating Transaction Reports

Navigate to Reports:

Dashboard → Reports → Transactions

Configure Report Parameters:

1. Select Date Range:
   - Today
   - Yesterday
   - Last 7 days
   - Last 30 days
   - This month
   - Last month
   - Custom range

2. Select Filters:
   - Status (successful, failed, refunded)
   - Payment method
   - Currency
   - Amount range
   - Customer segment

3. Choose Format:
   - View in dashboard
   - Download CSV
   - Download Excel
   - Download PDF

Screenshot description: Reports generation page showing date range picker, multiple filter options, format selection buttons, and preview of report data.

Transaction Report Contents

Standard Columns:

- Transaction ID
- Date & Time
- Customer Email
- Customer Name
- Amount
- Currency
- Payment Method
- Card Type (if applicable)
- Card Last 4 Digits
- Status
- Fee Amount
- Net Amount
- Refund Status
- Metadata Fields

Summary Section:

Report Period: Feb 1-28, 2026
Total Transactions: 1,250
Successful: 1,180 (94.4%)
Failed: 70 (5.6%)
Total Revenue: THB 2,450,000
Total Fees: THB 89,425
Net Revenue: THB 2,360,575
Average Transaction: THB 1,960

Filtering Transaction Reports

By Status:

□ Successful payments only
□ Failed payments only
□ Pending payments
□ Refunded transactions
□ All statuses

By Payment Method:

□ Credit/Debit Cards
□ Internet Banking
□ E-Wallets (TrueMoney, LINE Pay, ShopeePay)
□ Installments
□ Specific card brands (Visa, Mastercard, etc.)

By Amount:

Minimum Amount: THB 1,000
Maximum Amount: THB 50,000

Results: Transactions between THB 1,000-50,000

By Customer:

- Specific customer email
- Customer segment
- New vs returning customers
- Geographic location

Screenshot description: Filter panel showing checkboxes for different filter categories with applied filters highlighted and transaction count updating in real-time.

Settlement Reports

Understanding Settlements

What is a Settlement?

Settlement = Payout to your bank account

Includes:
+ Successful transactions
- Refunds
- Fees
= Net settlement amount

Frequency:
- Daily (most common)
- Weekly
- Monthly
- Custom

Viewing Settlement Reports

Access Settlements:

Dashboard → Reports → Settlements

Settlement List:

Shows:
- Settlement ID
- Settlement Date
- Transfer Date
- Number of Transactions
- Gross Amount
- Refunds
- Fees
- Net Amount
- Bank Account
- Status (pending, paid, failed)

Settlement Details:

Click on settlement to view:

Summary:
- Settlement period
- Transaction count
- Gross revenue
- Total refunds
- Total fees
- Net payout

Transaction Breakdown:
- All included transactions
- Individual amounts
- Payment methods
- Dates

Fee Breakdown:
- Card fees
- Banking fees
- Wallet fees
- Other fees

Screenshot description: Settlement report detail page showing summary cards at top, transaction breakdown table in middle, and fee breakdown pie chart.

Settlement Timeline

Transaction Date → Settlement Date → Transfer Date

Example:
Feb 1-2: Transactions processed
Feb 3: Settlement calculated
Feb 5: Funds transferred to bank
Feb 6: Appears in bank account

Standard Timeline:
T+2 to T+3 days for most payment methods

Refund Reports

Generating Refund Reports

Access Refunds:

Dashboard → Reports → Refunds

Report Parameters:

Date Range: Select period
Status: All, Successful, Failed, Pending
Amount Range: Optional filter
Include: Full and/or partial refunds

Refund Report Contents:

- Refund ID
- Original Charge ID
- Refund Date
- Customer Email
- Refund Amount
- Original Amount
- Refund Reason
- Status
- Processing Time
- Refund Type (full/partial)

Refund Analytics

Key Metrics:

Total Refunds: 45
Refund Rate: 3.6%
Total Refunded: THB 89,500
Average Refund: THB 1,989
Most Common Reason: Customer Request
Average Processing Time: 2.3 days

Refund Trends:

Chart Displays:
- Refunds over time
- Refund rate trends
- Reasons breakdown
- Method-specific rates

Screenshot description: Refund analytics dashboard with metric cards, line chart showing refund trends, and bar chart comparing refund reasons.

Performance Analytics

Transaction Analytics

Success Rate Analysis:

Dashboard → Reports → Analytics → Success Rate

Metrics:
- Overall success rate
- Success by payment method
- Success by card brand
- Success by time of day
- Success trends over time

Success Rate Breakdown:

Overall: 94.4%

By Payment Method:
- Cards: 95.2%
- Internet Banking: 98.1%
- E-Wallets: 92.3%
- Installments: 91.7%

By Card Brand:
- Visa: 96.1%
- Mastercard: 94.8%
- Amex: 93.2%
- JCB: 92.9%

Failure Analysis

Failed Transactions Report:

Dashboard → Reports → Analytics → Failed Payments

View:
- Total failed payments
- Failure reasons breakdown
- Failure rate trends
- High-failure time periods
- Recovery opportunities

Common Failure Reasons:

Insufficient Funds: 35%
Card Declined: 28%
Authentication Failed: 18%
Invalid Card: 12%
Timeout: 7%

Actionable Insights:

Based on failures:
✓ Contact customers for retry
✓ Suggest alternative methods
✓ Optimize checkout flow
✓ Improve error messages
✓ Enable more payment options

Screenshot description: Failure analysis page showing failure reason pie chart, timeline of failures, and recommended actions panel.

Payment Method Performance

Method Comparison:

Dashboard → Reports → Analytics → Payment Methods

Compare:
- Volume by method
- Success rate by method
- Average amount by method
- Processing time by method
- Customer preference trends

Method Performance Table:

Method          | Volume | Success | Avg Amount
----------------|--------|---------|------------
Cards           | 65%    | 95.2%   | THB 2,150
Internet Bank   | 20%    | 98.1%   | THB 3,420
E-Wallets       | 12%    | 92.3%   | THB 850
Installments    | 3%     | 91.7%   | THB 8,500

Revenue Analytics

Revenue Overview:

Dashboard → Reports → Analytics → Revenue

Displays:
- Total revenue
- Revenue by period
- Revenue by method
- Revenue by product/service
- Revenue trends
- Growth rate

Revenue Breakdown:

Today: THB 45,230
This Week: THB 287,450
This Month: THB 1,156,890
Last Month: THB 1,023,670
Growth: +13.0%

By Payment Method:
Cards: THB 751,978 (65%)
Banking: THB 231,378 (20%)
E-Wallets: THB 138,827 (12%)
Installments: THB 34,707 (3%)

Screenshot description: Revenue dashboard with revenue trend line chart, method distribution pie chart, and growth comparison bar chart.

Custom Reports

Creating Custom Reports

Build Custom Report:

Dashboard → Reports → Custom Reports → Create New

Steps:
Name your report
Select data sources
Choose columns
Add filters
Configure calculations
Set grouping
Save report

Custom Report Options:

Data Sources:
- Transactions
- Customers
- Refunds
- Settlements
- Fees

Columns (Select Multiple):
- Standard fields
- Custom metadata fields
- Calculated fields
- Aggregations

Filters:
- Any standard filter
- Custom conditions
- Multiple criteria

Scheduled Reports

Auto-Generate Reports:

Dashboard → Reports → Scheduled Reports

Configure:
1. Select report type
2. Set schedule:
   - Daily
   - Weekly (select day)
   - Monthly (select date)
3. Choose recipients (email addresses)
4. Select format (CSV, Excel, PDF)
5. Activate schedule

Scheduled Report Example:

Report Name: Daily Sales Summary
Frequency: Daily at 9:00 AM
Recipients: sales@company.com, finance@company.com
Format: Excel
Content: Yesterday's successful transactions
Status: Active

Exporting Reports

Export Formats

CSV (Comma-Separated Values):

Use For:
✓ Import to Excel/Sheets
✓ Database import
✓ Custom processing
✓ Large datasets

Advantages:
- Universal compatibility
- Small file size
- Easy to parse

Excel (XLSX):

Use For:
✓ Formatted reports
✓ Charts and graphs
✓ Pivot tables
✓ Professional presentation

Advantages:
- Pre-formatted
- Multiple sheets
- Charts included
- Formula support

PDF:

Use For:
✓ Sharing reports
✓ Archiving
✓ Printing
✓ Formal documentation

Advantages:
- Fixed format
- Professional appearance
- Easy sharing
- Print-ready

Export Process

Small Reports (<1000 rows):

Generate report
Click "Export"
Select format
Instant download

Large Reports (>1000 rows):

Generate report
Click "Export"
Select format
Request sent to server
Receive email notification
Download from email link
Link expires in 7 days

Screenshot description: Export dialog showing format selection (CSV/Excel/PDF), column selection checkboxes, and download/email delivery options.

Report Scheduling and Automation

Email Delivery

Configure Email Reports:

Settings → Reports → Email Delivery

Setup:
- Report type
- Frequency
- Recipients
- Format
- Filters
- Delivery time

Email Report Contents:

Subject: Daily Transaction Report - Feb 6, 2026

Body:
Report Summary:
- Transactions: 42
- Revenue: THB 98,500
- Success Rate: 95.2%

Attachment: transactions-2026-02-06.xlsx

View in Dashboard: [Link]

API Access

Programmatic Reports:

For developers:
- Fetch report data via API
- Automate report generation
- Integrate with systems
- Custom processing

See API Documentation:
/api-reference/reports

Financial Reports

Income Statement Data

Revenue Breakdown:

Gross Revenue: THB 1,156,890
Less: Refunds: -THB 89,500
Less: Fees: -THB 42,256
Net Revenue: THB 1,025,134

By Category:
Product Sales: THB 856,340
Services: THB 234,550
Subscriptions: THB 66,000

Fee Reports

Transaction Fee Breakdown:

Dashboard → Reports → Fees

Shows:
- Total fees charged
- Fees by payment method
- Average fee per transaction
- Fee trends
- Fee impact on revenue

Fee Detail:

Period: February 2026

Card Fees: THB 35,420 (3.65% avg)
Banking Fees: THB 4,650 (THB 15 each)
Wallet Fees: THB 2,186 (2.9% avg)
Total Fees: THB 42,256

Transactions: 1,250
Average Fee: THB 33.80
Fee as % of Revenue: 3.65%

Tax Reports

Tax Documentation:

Dashboard → Reports → Tax Reports

Generate:
- Revenue by tax period
- Fee deductions
- Refund adjustments
- Net taxable amount
- Transaction count

Tax Report Format:

Tax Period: Q1 2026 (Jan-Mar)

Gross Revenue: THB 3,456,780
Less Refunds: THB 234,560
Gross Taxable: THB 3,222,220

Less Fees: THB 126,234
Net Revenue: THB 3,095,986

Transaction Count: 3,542
Average Transaction: THB 976

Best Practices

Regular Reporting

✓ Review daily reports
✓ Weekly performance analysis
✓ Monthly financial reports
✓ Quarterly trend analysis
✓ Annual comparisons

Data Analysis

✓ Track success rates
✓ Monitor refund rates
✓ Analyze failure reasons
✓ Compare payment methods
✓ Identify trends
✓ Set benchmarks
✓ Track improvements

Report Organization

✓ Name reports clearly
✓ Use consistent filters
✓ Schedule regular reports
✓ Archive important reports
✓ Document custom reports
✓ Share with stakeholders

Financial Management

✓ Reconcile daily
✓ Verify settlements
✓ Track fees accurately
✓ Monitor cash flow
✓ Review trends
✓ Plan for refunds
✓ Budget for fees

Frequently Asked Questions

Q: How often are reports updated?
A: Real-time. Reports reflect current data when generated.

Q: How far back can I generate reports?
A: All historical data available since account creation.

Q: Can I automate report generation?
A: Yes, use scheduled reports or API for automation.

Q: What's the maximum export size?
A: No strict limit, but large exports (>10,000 rows) are emailed.

Q: Can I customize report columns?
A: Yes, in custom reports. Standard reports have fixed columns.

Q: How do I share reports with my team?
A: Export and share file, or add team members to scheduled reports.

Q: Are reports available in different time zones?
A: Yes, configure timezone in account settings.

Q: Can I filter by custom metadata?
A: Yes, in custom reports. Add metadata fields as filters.

Q: How long are exported reports available?
A: Download links expire in 7 days. Re-generate if needed.

Q: Can I compare different time periods?
A: Yes, generate separate reports and compare, or use analytics.

Next Steps

Team Management - Manage team access
Managing Payments - Payment operations
Dashboard Overview - Dashboard basics
API Documentation - Programmatic access

Additional Resources

Financial Best Practices - Financial management
Analytics Guide - Advanced analytics
API Reports - API access to reports
Support Center - Get help

Need help? Contact support@omise.co or use in-dashboard chat.

Accessing Reports​

Transaction Reports​

Generating Transaction Reports​

Transaction Report Contents​

Filtering Transaction Reports​

Settlement Reports​

Understanding Settlements​

Viewing Settlement Reports​

Settlement Timeline​

Refund Reports​

Generating Refund Reports​

Refund Analytics​

Performance Analytics​

Transaction Analytics​

Failure Analysis​

Payment Method Performance​

Revenue Analytics​

Custom Reports​

Creating Custom Reports​

Scheduled Reports​

Exporting Reports​

Export Formats​

Export Process​

Report Scheduling and Automation​

Email Delivery​

API Access​

Financial Reports​

Income Statement Data​

Fee Reports​

Tax Reports​

Best Practices​

Regular Reporting​

Data Analysis​

Report Organization​

Financial Management​

Frequently Asked Questions​

Next Steps​

Additional Resources​