The Reports page compiles analytics for your active brand. It provides visual summary cards for key performance indicators (KPIs) like Total Revenue, Transactions Count, Average Transaction value, and Total Gateway Fees.
Getting here
- Log in to the OwnPay admin dashboard
- Under the REPORTS & FINANCE section in the left sidebar, click Reports
Page sections
1. Filter control bar
- From Date: Start date of the audit window
- To Date: End date of the audit window
- Gateway Dropdown: Select a specific API or manual gateway, or select
All Gateways
- Generate Report Button: Refreshes page calculations
- Export CSV Link: Generates and downloads the filtered raw transaction ledger list
2. Summary KPI cards
- Total Revenue: The total value of all completed payments
- Transactions: The total number of completed payments
- Avg Transaction: The average ticket size
- Total Fees: The cumulative transaction fees processed by payment gateways
3. Detailed analytics chart / table
Displays detailed conversion metrics. If no transactions are registered in the selected window, it displays “No transaction data for this period”.
Fields and options reference
Best practices
- Regularly export CSV logs and archive them to secure local servers for bookkeeping backup
- Compare Total Fees metrics against your physical statements to ensure gateway fee percentages are configured correctly
- Do not select excessively wide date ranges (more than 1 year) if your brand processes thousands of transactions daily
Double-check that your base default currency matches your report expectations. If your brand context defaults to BDT, all amounts shown in the reports cards represent BDT values.
Common mistakes and troubleshooting
Related pages
- Transactions - Review individual customer invoices and payments
- Ledger - View double-entry debit and credit lines
- Audit Log - Track actions performed by staff users
