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Balance Summary Report
Updated over 3 months ago

Column

Column

Description

Amount

Total amount for each category

Category

The break down of each balance - payments, fees, refunds, payouts.

Currency

The currency for each category (USD, CAD, etc)

Note: This report will show a starting balance and ending balance. The start and end date can be selected under "Report Settings"


Report Settings

Filter

Description

Date range

Select date time frame that you would like to view data for

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