Select preferred report
Get the data you need to complete your balance accounting and reconciliation workflows.
MoneyCollect’s financial reports help you understand and reconcile the activity in your account. You can view summary reports in the dashboard or export itemized transaction data as an Excel file.
Report type
MoneyCollect provides a wide range of reports to meet merchants’ different needs. To get started, you can select the best report that matches your need from the reports we provide in the table below. The two reports group transactions in different ways to facilitate different types of reconciliation.
Reports in Dashboard
A set of selectors and controls are available for each financial report in MoneyCollect Dashboard, including date range and currency.
When the report page is loaded, the report defaults to present the data of the prior month. You can also customize the date range of the report to a specific date by the time selector.
Reconciliation workflows
If you select a date range from 2021/11/03 to 2021/11/05, the Balance Summary would include the following data：
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