> ## Documentation Index
> Fetch the complete documentation index at: https://developer.notchpay.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports and Analytics

> Learn how to generate and analyze financial reports in the Notch Pay dashboard

# Reports and Analytics

The Notch Pay dashboard provides powerful reporting and analytics tools to help you understand your payment data, track business performance, and make informed decisions. This guide will show you how to use these tools effectively.

## Overview of Reports

The Reports section of the dashboard gives you access to various pre-built reports and the ability to create custom reports. To access reports:

1. Log in to your [Notch Pay Business suite](https://business.notchpay.co)
2. Navigate to **Reports** in the main menu

## Transaction Reports

<Tabs>
  <Tab title="Payment Reports">
    Payment reports provide insights into your incoming payments:

    1. Navigate to **Reports > Transaction Reports > Payments**
    2. Set the date range for your report
    3. View key metrics:
       * Total payment volume
       * Number of transactions
       * Average transaction value
       * Success rate
       * Payment method distribution

    You can filter payment reports by:

    * Payment status
    * Payment method
    * Currency
    * Customer
    * Custom reference
  </Tab>

  <Tab title="Transfer Reports">
    Transfer reports provide insights into your outgoing transfers:

    1. Navigate to **Reports > Transaction Reports > Transfers**
    2. Set the date range for your report
    3. View key metrics:
       * Total transfer volume
       * Number of transfers
       * Average transfer value
       * Success rate
       * Transfer method distribution

    You can filter transfer reports by:

    * Transfer status
    * Transfer method
    * Currency
    * Beneficiary
    * Custom reference
  </Tab>

  <Tab title="Settlement Reports">
    Settlement reports show when funds were settled to your bank account:

    1. Navigate to **Reports > Transaction Reports > Settlements**
    2. Set the date range for your report
    3. View settlement details:
       * Settlement amount
       * Settlement date
       * Transaction fees
       * Net amount
       * Bank account details

    Settlement reports help you reconcile your Notch Pay account with your bank statements.
  </Tab>
</Tabs>

## Financial Reports

<AccordionGroup>
  <Accordion title="Revenue Reports">
    Revenue reports help you track your business income:

    1. Navigate to **Reports > Financial Reports > Revenue**
    2. Set the date range for your report
    3. View revenue metrics:
       * Gross revenue
       * Transaction fees
       * Net revenue
       * Revenue by payment method
       * Revenue by currency

    Revenue reports can be viewed as daily, weekly, monthly, or yearly aggregates.
  </Accordion>

  <Accordion title="Fee Reports">
    Fee reports break down the fees associated with your transactions:

    1. Navigate to **Reports > Financial Reports > Fees**
    2. Set the date range for your report
    3. View fee metrics:
       * Total fees paid
       * Fee breakdown by transaction type
       * Fee breakdown by payment method
       * Average fee per transaction

    Fee reports help you understand your transaction costs and optimize your payment strategy.
  </Accordion>

  <Accordion title="Balance Reports">
    Balance reports show your account balance history:

    1. Navigate to **Reports > Financial Reports > Balance**
    2. Set the date range for your report
    3. View balance metrics:
       * Opening balance
       * Closing balance
       * Balance changes over time
       * Balance by currency

    Balance reports help you track your available funds and plan for future transactions.
  </Accordion>
</AccordionGroup>

## Customer Analytics

Customer analytics help you understand your customer base and their payment behavior:

1. Navigate to **Reports > Customer Analytics**
2. View customer metrics:
   * Total number of customers
   * New customers over time
   * Customer retention rate
   * Average revenue per customer
   * Customer geographic distribution
   * Payment method preferences

You can segment customer analytics by:

* Customer location
* Transaction volume
* Payment frequency
* Payment method
* Custom attributes

## Custom Reports

Custom reports allow you to create tailored reports for your specific needs:

1. Navigate to **Reports > Custom Reports**
2. Click **Create Custom Report**
3. Select the data points you want to include:
   * Transaction data
   * Customer data
   * Financial data
   * Time-based metrics
4. Set filters and conditions
5. Choose visualization options:
   * Tables
   * Line charts
   * Bar charts
   * Pie charts
6. Name and save your report
7. Schedule automatic generation (optional)

Saved custom reports appear in your Custom Reports list for easy access.

## Report Visualizations

The dashboard offers various visualization options to help you understand your data:

### Charts and Graphs

<div className="grid grid-cols-1 md:grid-cols-2 gap-4 mt-6">
  <div className="border rounded-lg p-6 hover:shadow-md transition-shadow">
    <h3 className="text-lg font-semibold mb-2">Line Charts</h3>
    <p className="mb-4">Track trends over time, such as transaction volume or revenue growth.</p>
  </div>

  <div className="border rounded-lg p-6 hover:shadow-md transition-shadow">
    <h3 className="text-lg font-semibold mb-2">Bar Charts</h3>
    <p className="mb-4">Compare values across categories, such as payment methods or currencies.</p>
  </div>
</div>

<div className="grid grid-cols-1 md:grid-cols-2 gap-4 mt-4">
  <div className="border rounded-lg p-6 hover:shadow-md transition-shadow">
    <h3 className="text-lg font-semibold mb-2">Pie Charts</h3>
    <p className="mb-4">Show proportions and percentages, such as payment method distribution.</p>
  </div>

  <div className="border rounded-lg p-6 hover:shadow-md transition-shadow">
    <h3 className="text-lg font-semibold mb-2">Heat Maps</h3>
    <p className="mb-4">Visualize data density, such as transaction frequency by day and hour.</p>
  </div>
</div>

### Data Tables

Data tables provide detailed information that can be sorted, filtered, and exported:

1. Click on any data table in a report
2. Sort columns by clicking on column headers
3. Filter data using the filter controls
4. Export the table data to CSV or Excel

## Exporting Reports

You can export any report for further analysis or sharing:

1. Navigate to the report you want to export
2. Click the **Export** button
3. Choose the export format:
   * CSV (for data analysis)
   * Excel (for spreadsheet analysis)
   * PDF (for sharing and presentation)
4. Select the data to include
5. Click **Export**
6. The report will be downloaded to your computer

## Scheduled Reports

You can schedule reports to be automatically generated and sent to you or your team:

1. Navigate to the report you want to schedule
2. Click the **Schedule** button
3. Set the schedule frequency:
   * Daily
   * Weekly
   * Monthly
   * Quarterly
4. Choose the delivery method:
   * Email
   * Dashboard notification
   * API webhook
5. Add recipients (for email delivery)
6. Click **Save Schedule**

Scheduled reports will be generated automatically according to your settings.

## Report Sharing

You can share reports with team members or external stakeholders:

1. Navigate to the report you want to share
2. Click the **Share** button
3. Choose the sharing method:
   * Direct link (for team members with dashboard access)
   * Email (sends a PDF or link to the report)
   * Export and share manually
4. Set permissions for shared reports
5. Add a message (optional)
6. Click **Share**

## Data Security and Privacy

Notch Pay takes data security and privacy seriously:

* All report data is encrypted in transit and at rest
* Access to reports is controlled by user permissions
* Personal data in reports is protected according to privacy regulations
* You can control what data is included in exported and shared reports

## Best Practices for Reports

1. **Regular Review**: Schedule time to review key reports weekly or monthly
2. **Consistent Date Ranges**: Use consistent date ranges when comparing reports
3. **Segmentation**: Break down data by relevant segments for deeper insights
4. **Custom Reports**: Create custom reports for your specific business needs
5. **Data Validation**: Cross-check report data with other sources for accuracy
6. **Action Items**: Identify action items based on report insights

## Next Steps

Now that you know how to use reports and analytics, explore these related guides:

* [Dashboard Overview](/dashboard/overview) - Learn about the main dashboard interface
* [Transactions](/dashboard/transactions) - Manage payments and transfers
* [Settings](/dashboard/settings) - Configure your account settings