How do I access, filter and download Payout Reports?

Easily navigate to your payout data to monitor and manage your disbursements effectively using the Tazapay dashboard. Follow the steps below to access, filter, and download your payout reports.

Step 1: Log In to Your Tazapay Dashboard

Step 2: Navigate to Payouts

  • Click on "Payouts" in the left-hand side menu of your dashboard to access your payout data.

     

Step 3: Explore Payout Tabs

  • Within the Payouts section, you will find multiple tabs to help you filter and view specific payout statuses:

    • All
    • Processing
    • Requires Approval
    • Requires Action
    • Succeeded
    • Failed
    • Cancelled

     

     

Step 4: View and Filter Payout Transactions

  • Select a Tab:
    • Click on the desired tab (e.g., Processing, Succeeded) to view corresponding payout transactions.
  • Apply Filters:
    • Click on the "Apply Filters" button to refine your search.
  • Filter Parameters:
    • Date Range: Select a specific period to filter payouts.
    • Status: Choose payout statuses such as Processing, Requires Approval, Requires Action, Succeeded, Failed, or Cancelled.
    • Payout Amount: Specify an amount range to filter payouts by value.

 

Step 5: Download Filtered or Unfiltered View

Tazapay allows you to download your payout reports either with applied filters or in their entirety.

  1. Click the Export Icon:
    • Locate the Export icon in the top-right corner of the report and click on it.
  2. Select Your Preferred Option:
    • No Filters Applied: Choose this option to download the entire report as an XLS file without any filters.
    • Current Filters Applied: Choose this option to download the report with the filters you have currently set.