# Set up and manage summary reports

### **Why summary reports are important**

Receive a daily, weekly, or monthly breakdown of key transactional activities to stay informed. Enabling this notification ensures you can take prompt action when needed.&#x20;

*📌 **Important note:** Only users with an **Administrator*** [***access level***](https://help.kwik.co.za/~/revisions/4CzukCZmJFmwwH2ziIQj/account/teams/access-levels-explained) *can view this section and receive summary reports.*

<figure><img src="https://1837705675-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfaYWB8vEj5QaW8uzEQWK%2Fuploads%2FUhtch3aTTlMAqgWpzdvy%2FScreenshot%202025-02-25%20at%2012.42.15.png?alt=media&#x26;token=6a4595b4-df27-4598-8c4f-c8957fae1c51" alt="" width="389"><figcaption></figcaption></figure>

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### How to enable summary reports

1. Navigate to your **Profile**
2. Locate the '**Summary Report**' section

<figure><img src="https://1837705675-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfaYWB8vEj5QaW8uzEQWK%2Fuploads%2FMptP2Zbd7BzyExZOmTOH%2FScreenshot%202025-02-25%20at%2012.33.25.png?alt=media&#x26;token=8ec7de68-249d-46aa-a8b6-fe5b3a5c90d4" alt=""><figcaption></figcaption></figure>

3. Select your preferred s**ummary report interval.**

* You can choose to receive reports at multiple intervals—daily, weekly, and/or monthly.

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### What's in your summary report?

You will receive an email with a breakdown of your transactions for your selected interval. The email includes:

#### **1. Successful Transactions**

* This counter reflects only transactions with a **Paid** status.
* Clicking the link will direct you to the **Transactions** page, filtered to show only **Paid** transactions for the selected interval.

#### **2. Failed Transactions**

* This counter will include transactions that were **rejected by the bank**, **rejected by the API**, **unpaid**, **cancelled**, or **reversed**.
* Clicking the link will direct you to the **Transactions** page, filtered to show the transactions with any of the above-mentioned statuses for the selected interval.

#### **3. Disputed Transactions**

* Displays the number of disputes during the specified interval.
* Clicking the link will direct you to the **Transactions** page, filtered to show only **Disputed** transactions for that interval.

#### **4. Payments Created**

* The counter includes both **one-time** and **recurring** payments created during this time.
* Each payment type has its own link to view payments created during the selected interval.

**Downloading the Report**

* A **Download Report** button is available within the email for easy access to a detailed report.
* Each section (Successful, Failed, Disputed, and Created Payments) is organised into separate **tabs** within the downloadable CSV file.

��***Note:** You must be logged in to access the transaction details when clicking on any report links.*

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### **What happens after enabling summary reports**

Once enabled, you will receive email reports based on your selected intervals:

* **Daily Reports** – Sent at **08:00 AM** every day, covering the previous day's transactions.
* **Weekly Reports** – Sent **every Monday**, summarising the past week's transactional activity.
* **Monthly Reports** – Sent on the **1st of each month**, covering the previous month's transactions.

These notifications will be sent to the registered email address linked to your [**account profile**](https://help.kwik.co.za/~/revisions/4CzukCZmJFmwwH2ziIQj/account/profile/..#updating-personal-information).

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### **Managing your email preferences**

#### **Change your email address**:

* To receive reports at a different email address:
  * Update your email in the [**contact information**](https://help.kwik.co.za/~/revisions/4CzukCZmJFmwwH2ziIQj/account/profile/..#updating-personal-information) section of your account settings.

<figure><img src="https://1837705675-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfaYWB8vEj5QaW8uzEQWK%2Fuploads%2FsdWZCGj7PXhOPjR9CcsB%2FScreenshot%202024-12-20%20at%2015.03.15.png?alt=media&#x26;token=5524a1e2-b7c5-4c2e-8ad3-0501ae1d4317" alt=""><figcaption></figcaption></figure>

#### **Disabling summary reports**

* To stop receiving summary report emails:
  * Go to the **Summary Report** settings.
  * De-select the intervals you no longer wish to receive.

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#### **Need Help?**

If you experience issues with notifications or have further questions, contact **Kwik Support**:

* **Support Email**: <support@kwik.co.za>
