Reports (Sertifi Pay)
To review the history of transactions in the portal, click Reports on the lefthand column.
Find the report you’d like to generate, and select a timeframe. You can also add additional report parameters by clicking More Options, and then selecting parameters.
Ensure you're generating the report with the proper time zone for your business or situation. You can select the timezone at the top right of the window.
When you’re ready to run the report, click the green button on the right of the transaction category box, located under More Options.
Review the report.
To download the report, click one of the buttons at the top right. You can download reports in either CSV or XLS formats.
