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Pulling a statement or report of transactions in Payrix
Pulling a statement or report of transactions in Payrix

How do I pull a statement of transactions or report for certain time periods?

Hillary Scalmanini avatar
Written by Hillary Scalmanini
Updated over a week ago

To generate a transactions report, navigate to your payout reports dashboard:

In your Parting Pro dashboard, click on your name/dropdown in the upper right corner and select Payments

On the Payments page, click the link fo payout reports dashboard

This will bring you to a login screen for your Payrix dashboard. Enter your login information.

Once you've logged in, you'll be brought to your Payrix dashboard. On the left hand side, under the Admin header, click on REPORTS. This will pull up the Reports page where you can generate a variety of transaction and other reports.

Make your report selections (for instance, if you wanted a report of all transactions from last month, select Last month from the dropdown under transactions)

Once that is selected, click the purple button to the right of that dropdown you just changed

On the next page, you'll be able to further adjust the report details, then click RUN REPORT to generate your report

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