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.

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How to enable summary reports

1. Navigate to your Profile

2. Locate the 'Summary Report' section

1. 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.

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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.

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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 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.

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Need Help?

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

• Support Email: [email protected]