Download Reports Directly in the Portal (Terminal)

You can access and download all your reports directly from the Portal. This keeps your business data in one secure place and makes it easier to manage, review, and share with your accountant or tax advisor. See how you can grant your accountant access to the Portal here (helpdesk link Give your accountant access to the Portal)

Why this is helpful:

• View and download reports directly in the Portal
• Keep data centralised and secure, reducing the risk of data leaks
• Easily access recent reports whenever you need them
• Share structured, ready-to-use data with your tax advisor

How to access reports:

1. Go to the All Reports section in the Portal
2. Either: 
   • Click Export directly, or
   •  Open a report page and click Export there
3. If applicable, choose the correct time period and confirm
4. After triggering the export:
   •  You can download the file via the Downloads icon (available in the main navigation from any page)
5.  If a report is still being generated:
   •  You’ll see its status
   •  You’ll be notified once it’s ready

Note: the report will also be sent by email.

Give your tax advisor a complete package:

To ensure smooth accounting, we recommend exporting an overview of your sales, transactions, and payouts on a regular basis. For example:

• Z Report
• Payout Report

Report types explained:

Z Report

The Z Report is a detailed summary of all transactions that took place on a payment system during a specific business day. It’s typically used for end-of-day reporting and accounting. You can find a full breakdown of the different points on the Z Report here.

Payout Report

The Payout Report gives you a clear overview of what has been paid out to your bank account and contains information about all payouts, the associated fees, and the payout periods. Payouts can be exported either as a full list or individually.

Understanding payouts vs. daily sales

Payouts do not always match your daily reports one-to-one.

For example, differences can occur when weekends or holidays delay payouts.

If your payouts don’t match your daily sales, you can check the transaction list in the payouts details to see which transactions are included in each payout.