Third-Party Service Providers
Steps to download reports from Linked Account Dashboard and the list of available reports.
Third-party service providers can download reports from their Linked Account Dashboards and reconcile transactions.
To download reports, the Platform must provide Dashboard access to your Linked Accounts. To provide Dashboard access:
- Log in to the .
- Navigate to Route under Products.
- In the Accounts tab, enable Dashboard Access for the required Account Id.
- Once the Dashboard access is granted, a password reset link is sent to the Linked Account's registered email id.
- Reset the password and log in to the Linked Account Dashboard.
Watch this video to see how to generate the Linked Account Transfers Report.
To download reports:
- Log in to the .
- In the left menu, navigate to Reports.
- Select the report type, period and format.
- Click Generate Report.
- It can take a few minutes to a couple of hours to generate a report depending on the data size. Once the report is ready, you can download it from the Recent Reports tab.
Below is the list of reports available to you.
| Report | Description |
|---|---|
| Transfers Report | List of transactions collecting Platform fees from your clients. |
| Settlements Report | List of all Settlements made to your bank account. Settlement refers to amount credited to your account. |
| Settlements Recon Report | List of Settlements made to your bank account and the associated transfers. You can use this to reconcile your settlements with your platform fees. |
| Combined Report | List of all debits and credits of your account. |
| Reversals Report | List of platform fee reversals made from a Linked Account. |
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