Reports for multiple accountsPublic preview

You can review and download reports for your organization, including a consolidated report for all accounts in an organization. You can also get single reports for specific accounts. To get started, choose a report from the Reporting page of the Dashboard.

You must have a role with the right permissions to access reports.

View consolidated reports

By default, the reports show consolidated data for all accounts in the organization. Use the filters to update the reports to show a different snapshot.

• Organization: Use the dropdown menu to choose between showing data for organization accounts or for connected accounts of a platform in the organization.
• Accounts: Click the accounts filter to open the selection pane, where you can choose any combination of enabled accounts to view in the report.
• Time period: Use the dropdown menu to choose a pre-configured time period, or use the date selector to set a custom time period.
• Currency: The reports display all data in the account’s settlement currency. If accounts settle in multiple currencies, use the currency filter to select one.

Reporting categories

The reporting categories are the same as those available for individual accounts. The reports sum the data using the selected settlement currency cumulatively across the accounts.

Download consolidated reports

You must have a role with permission to download the given reports in each of the accounts, such as Analyst. You can download consolidated Balance and Payout reconciliation reports.

To download a consolidated report for multiple accounts in your organization:

1. From the Reports page of your Dashboard, click Download for the report.
2. In the dialog, choose which columns to include.
3. Choose which currency to display.
4. Select the format for the report:
   • Aggregated report: Data of selected accounts summed at an organization level.
   • Single report: Data of selected accounts concatenated into a single report.
   • Individual reports: Zip file containing separate reports of selected accounts.
5. Select whether to receive an email confirmation when the report is ready.
6. Click Download.

File size limits

When you download reports, there’s a 10 GB limit for each individual account report and a 15 GB limit for consolidated reports with multiple accounts. If you exceed the file download limit, reduce the size of a report by configuring filters, such as Date and Currency.