The Reports page gives you a read-only view of your wallet and payment activity over a date range you choose. Reports don't change anything in your account. They pull together what already happened so you can review wallet activity, prepare for tax filings, or hand numbers to your business office.
Reports are organized into two groups: Basic Reports for day-to-day wallet and transaction activity, and Tax Reports for annual and quarterly filings.
Open and Filter a Report
From the lefthand menu, click Pay, then open the Reports tab.
Find the report you want and click View Report.
Set the Start Date and End Date, then click Apply Filter. The report opens with a default range of about the last three months. Click Clear to reset the dates.
The Report Data panel shows the results for your date range. If there's no activity in that window, the report says so rather than showing an empty table.
Once a report is open, three actions sit at the top right: Print produces a printable version, Export JSON downloads the underlying data, and Back to Reports returns you to the full list. A View Raw Data toggle at the bottom shows the unformatted data behind the report.
Basic Reports
Basic Reports cover wallet activity and financial transactions.
Wallet Summary gives an overview of wallet activity, balances, and key metrics for the time period you choose.
Deposits & Withdrawals is a detailed report of all deposits into and withdrawals from your wallet.
Transfers analyzes transfers between wallets along with transaction patterns.
Transaction Volume breaks down transaction volume, including trends and patterns over time.
Financial Statement is a comprehensive statement with income, expenses, and net position.
Cash Flow shows money moving in and out of your wallet across the period.
Tax Reports
Tax Reports are built for annual filings and record keeping.
1099 Tax Report generates 1099 forms for tax reporting based on your wallet payments and transactions.
Annual Tax Summary is a comprehensive annual summary of all taxable transactions and payments.
Quarterly Tax Report breaks tax-related transactions and payment summaries down by quarter.