Reports

Every number your platform needs, on schedule.

Pull any slice of your payments book — by merchant, MCC, processor, or period — save it as a template, and schedule delivery to whoever needs it, in whatever format they use.

Become a partnerSee the live demo

Build a report · this month

On schedule

Pre-built templates

Revenue-share statement

Selected

ISO / Director / Agent splits, residuals, and payout history.

Portfolio rollup

MID-level volume, chargeback ratios, and merchant health.

Chargeback digest

New cases, win rate, and reason-code breakdown by merchant.

Merchant statements

Branded per-merchant statements for the full book.

Reporting without the spreadsheet ritual

Build it once. It ships itself from then on.

Most platforms answer the same reporting questions by hand every month. Pulse turns any view of your portfolio analytics and revenue share into a saved, scheduled report that delivers itself to the right people, in the right format, against live data.

What's inside

Everything your team needs to report on payments.

Pre-built report templates

Volume trends, chargeback analysis, revenue-share statements, merchant health, payout history — start from a template and customize from there.

Custom report builder

Pick fields, add filters, set groupings, choose visualizations. Build a report once, save it, and run it on demand or on a schedule.

Scheduled delivery

Daily, weekly, monthly — on the hour. Reports go out as PDF, CSV, or Excel attachments to the stakeholders who need them.

Smart filters

Filter by date range, merchant, processor, MCC, status, risk score, or any custom field. Save filter sets as named segments for reuse.

CSV / Excel / PDF export

One-click export in any format your finance or ops team uses. Reports preserve formulas, formatting, and your platform branding.

Email distribution lists

Maintain recipient lists by role — merchants get their own statements, your ops team gets portfolio rollups, executives get the full picture.

What lands in the inbox

The reports that ship — on the page.

Revenue-share statements, portfolio rollups, and per-merchant statements — each branded, each in its export format, each threaded with the same Acme Coffee Co. and Apex fixtures your book already runs on.

Your brand
PDF

Revenue-share statement

Monthly · Cycle 10

ISO
65%
Director
8%
Agents
27%

MID 482910 · MCC 5812 · Fiserv + NMI

Your brand
Excel

Portfolio rollup

Weekly · Mon 08:00

MID 482910 · MCC 5812 · Fiserv + NMI

Your brand
PDF

Merchant statement

Monthly · Acme Coffee Co.

Volume
$42,180.00
Processing fees
−$1,184.40
Net deposit
$40,995.60

MID 482910 · MCC 5812 · Fiserv + NMI

Capabilities

The full reporting toolkit, ready to ship.

Drag-and-drop builder
Saved templates
Scheduled delivery
Smart filters + segments
Volume + CB analysis
Revenue-share statements
Merchant health reports
Payout history
CSV / Excel / PDF
Branded statements
Distribution lists
Live data, no exports

How it works

From a template to a self-delivering report.

  1. Step 1

    Start from a template

    Pick a pre-built report — volume, chargebacks, revenue share, merchant health — or open a blank builder.

  2. Step 2

    Filter + customize

    Choose fields, add filters and groupings, and save reusable segments by merchant, processor, MCC, or period.

  3. Step 3

    Schedule the cadence

    Daily, weekly, monthly, or quarterly — set the run time and the export format your stakeholders prefer.

  4. Step 4

    Deliver automatically

    Reports go out to role-based distribution lists on time, every time — against live data, with your branding.

One configthree audiences

Merchants

Acme Coffee Co. +1,246

Own statement

Ops

Sarah Kestler · West

Portfolio rollup

Finance

Apex Merchant Services

Full payout picture

Right report, right person.

Role-based distribution lists mean merchants get their own statements, ops gets portfolio rollups, and finance gets the full payout picture — all from one report configuration.

Live Pulse dataReport
Refreshed at deliveryNov 1 · 09:00
No manual exports · no stale snapshots

Always live data.

Every report runs against live Pulse data at delivery time — no manual exports to merge, no stale snapshots, no reconciliation before you hit send.

Outcomes

Less reporting busywork. More time on growth.

Stop building reports by hand

Replace monthly spreadsheet exports and pivot tables with reports that update themselves and ship on schedule.

Right report, right person, right time

Merchants see their own numbers. Your ops team sees portfolio rollups. Finance sees the full payout picture. All from one report config.

No more "can you send me last month’s…"

When the question gets asked weekly, schedule it weekly. Reports answer themselves while your team focuses on growth.

Data stays in sync

Every report runs against live Pulse data. No manual exports to merge, no stale snapshots to apologize for.

On schedule, every week

Set the cadence once. It fires itself.

Delivery calendar · this week

All on time
  1. MonPortfolio rollupExcel
  2. TueChargeback digestCSV
  3. WedChargeback digestCSV
  4. ThuChargeback digestCSV
  5. FriChargeback digestCSV
  6. Nov 1Revenue-share + statementsPDF

Who it's for

Built for everyone who keeps asking for the numbers.

  • Platform ops teams that need portfolio rollups without rebuilding a spreadsheet every month
  • Finance teams reconciling payouts, fees, and revenue share across every merchant
  • Merchants who expect their own branded statements on a predictable schedule
  • Executives who want the full payments picture delivered, not requested
  • Compliance teams that need an auditable, repeatable reporting trail

Related

The full PayFac-as-a-Service stack.

Now onboarding software partners

Turn your software into a payments business.

We sell it, board it, underwrite it, and run it. You add a revenue line to your platform without adding headcount.

Become a payments partnerTalk to our team

Built for vertical SaaS platforms ready to monetize payments.

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