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.
📌 Important note: Only users with an Administrator access level can view this section and receive summary reports.
How to enable summary reports
Navigate to your Profile
Locate the 'Summary Report' section
Select your preferred summary report interval.
You can choose to receive reports at multiple intervals—daily, weekly, and/or monthly. All reports are sent at 8am.
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.
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.
Managing your email preferences
Change your email address:
To receive reports at a different email address:
Update your email in the contact information section of your account settings.
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.
Need Help?
If you experience issues with notifications or have further questions, contact Kwik Support:
Support Email: [email protected]
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