Overview
The Statement Manager in the Valpay Unified Portal lets you view, filter, and send monthly reports for your stores and legal entities. This section is designed to help you quickly find a specific report and share it easily when needed.
Key benefits and use cases
Quickly find a specific report using filters by year, store, or legal entity
Compare monthly sales and fee totals at a glance
Send a report by email without downloading or transferring it manually
Centralize report management for multiple stores and legal entities
How to use the Statement Manager
Accessing the Statement Manager
In the left navigation menu, click Statements Manager
The list of available reports is displayed automatically
Filtering reports
At the top of the Statements Manager page, use the filters to refine your search.
Available filters:
Year – Display reports for a specific year
Store – Select a specific store or display all stores
Search by Legal Entity – Search by the name of the legal entity associated with the report
Tip: Combine multiple filters to quickly find a specific report. Note: Results update automatically as soon as a filter is applied.
Viewing report results
Below the filters, a list of reports matching your criteria is displayed. Each report row includes:
Legal entity
Store name
Month
Year
Total sales
Total fees
Billing cycle
Actions
This view allows you to:
Quickly compare totals by month
Easily locate a specific billing period
Sending a report by email
In the Actions column, click the envelope icon for the desired report
The report is automatically sent by email to the address associated with your user account
Pro tip: This feature is ideal for sharing a report with your team or accountant, with no manual download or file transfer required.
Best practices
Filter by Year and Store before sending a report to avoid any confusion
Always verify the associated legal entity before sharing a report
Use the email send feature to keep a quick and secure record of reports sent
FAQ
Which email address is the report sent to? The report is automatically sent to the email address associated with your Valpay user account.
Can I send a report without downloading it? Yes. The email send feature allows you to share a report without any manual download.
Can I view reports for multiple stores? Yes. The Store filter lets you display a specific store or all stores.
Do results update automatically after applying filters? Yes. Reports refresh automatically as soon as a filter is applied.