Generate reports

Reports help you manage day-to-day operations by providing transaction-level insight.

Contact your account manager or Merchant Technical Support to set up report access and parameters. Then, create a secure FTP user account on the PayPal site.

The following reports are available:

• Decline Analysis Report. Shows details of all card processor declines that happened during a reporting timeframe. This helps to analyze reasons for processor declines and to take corrective action as required.
• Marketplace Case Reconciliation Report. Shows details for case management processes, including details for cases that were opened or closed during the reporting time frame.
• Partner Fee Reconciliation Report. Shows details for the transactions that affect the partner-fee account. Enables you to reconcile and manage revenue through partner fees.
• Payouts Reconciliation Report. Shows details for platform activity. Enables you to reconcile the end-to-end money flow and transactions.
• Financial Detail Report. Shows a detailed view of the activity on a partner's financial account.
• Financial Summary Report. Shows a summary of the activity on a partner's financial accounts.
• Partner Merchant Settlement Report. Shows a detailed view of all merchant activities on a partner's platform.
• Pricing Transaction Report. Shows a detailed view of different types of costs incurred on the transactions occurring on a partner platform.
• Pricing Transaction Revision Report. Shows a detailed view of a revised or updated cost for a transaction that happened prior to the current month.
• Pricing Program Summary Report. Shows a summary view of the interchange and assessment program and their costs.
• Pricing Summary Report. Shows a summary view of the pricing or costs incurred for transactions.

About the reports

All Partner reports adhere to the following limitations or conditions:

• Timing. Reports are generated every 24 hours and placed on the SFTP server by 12pm daily in the leading time zone of the reporting window.
• Data format. Reports are available in CSV delimited format.
• Character encoding. UTF-8.
• Retention. Reports are available via the SFTP server for 45 days after its delivery to the server.
• File record limit. A report file has a 10k file size limit. If a day's transactions exceed this file size limit, PayPal splits the report across multiple files.