Report center

This guide describes how to create reports in Checkout Portal.

Overview

Report center gives you comprehensive, detailed payment reports directly in the Checkout Portal.

You can create custom reports based on your payment activity. Choose a time period, payment type, transaction type, and currency, then select the columns you want to include. Even include additional data, such as cardholder type, issuing country, card type and surcharge.

Save your report setup to use it again later. When your report is ready, download it as a CSV or Excel file. Generated report files are deleted after 14 days.

Scope

Start by setting the scope of the report by the date-interval: Click the Date and choose a preset option, such as Yesterday, Last 30 days, or This month. To set a custom range, select the start and end dates in the calendar.

Set the scope by transaction-types:

Set scope by payment-methods:

Set scope by Settlement - include only payments which have been settled (paid out):

Set scope by currency:

Reset the current scope by clicking the Reset button:

Columns

Then decide which columns should be included in the report. By default the most usual and important columns have already been included. But columns can be added or removed. Click "Select all" at the top of the dropdown, to select or deselect all columns. Click "Reset to default" to remove any column changes. For information on the default values, read more here.

NewReportsPage ReportColumns 3

Format

Choose file format: either CSV (.csv) or Excel (.xlsx) for the report.

Preferences

You can save your scope, columns and file-format preferences for next time by selecting the checkbox Save preferences for next time.

Preferences are only saved when a report is generated.

View selected scope values

The selected scope values are listed briefly below the horizontal line. NewReportsPage View Scope Values

Preview

Before the report is being generated, a quick preview based on the selected scope and columns is presented. The preview only includes of few rows. The report to be generated and downloaded, will include all rows matching the selected scope. NewReportsPage Preview 0

Generate report

When the preview looks correct, click the Generate report button to have the report generated. The report will the appear in the list Generated reports below. The reports will be removed from the list after 14 days.

NewReportsPage Generate Report 0

List of columns

List of all available report columns. Columns marked with * are default.

Column	What it shows	Example
Action time *	When the action happened	2026-08-14 14:50:44
Action type *	The action this row represents	CHARGE
Order ID *	Order ID from your checkout	80933
Order date	When the order was created	2026-08-14 14:48:02
Payment ID *	ID of the payment	25b5c448c01e42be8d89d88ed39f9457
Action ID	ID of this action, for example the charge ID or refund ID	2ff239452ec64f6d96df698e1fe85983
Action status *	Outcome of the action	CHARGED
My reference	Your own reference from the checkout	ORDER-2026-1187
Payment type *	The group the payment method belongs to. A2A is account-to-account payments such as Swish	CARD
Payment method *	Payment method used	Visa
Underlying scheme *	Card scheme behind a card or wallet payment	Visa
Payment currency *	Currency of the payment	SEK
Amount *	Amount of this action	12244.00
Surcharge amount	Surcharge added to the amount, if any	12.00
Fee amount	Fee charged on this action	146.70
Reporting basis	Whether the payment is settled net or gross of fees	NET
Consumer name	Name of the consumer	John Doe
Consumer email	Email of the consumer	john.doe@example.com
Consumer phone	Phone number of the consumer	+46701234567
Buyer type	Whether the buyer is a consumer or a business	CONSUMER
Cardholder type	Whether the card is a consumer or business card	CONSUMER
Card type *	Credit or debit card	CREDIT
Card issuing country *	Country of the bank that issued the card	SE
Card number masked	Card number with the middle digits hidden	51672204****0935
Card number last 4 *	Last four digits of the card	0935
Auth Code	Authorisation code returned by the issuer	483921
Response code	Code returned when an action is declined	51
Decline reason	Reason an action was declined	Not sufficient funds
Invoice number	Invoice or credit note number, for invoice payments	100482
Subscription ID	ID of the subscription, for recurring payments	7d3e91c0a4b24f6f9c0e2b1a5d8f4e27
Payout reference	Reference of the payout the action was settled in	N00049190565

List of transaction types

List of transaction types as they appear in the reports.

Transaction type (filter from UI)	Action type in reports	Action status in reports
Creation	CREATION	CREATED
Reservation	RESERVATION	RESERVED
Reservation failed	RESERVATION	DECLINED
Charge	CHARGE	CHARGED
Charge failed	CHARGE	DECLINED
Refund	REFUND	REFUNDED
Refund pending	REFUND	PENDING
Refund failed	REFUND	DECLINED
Cancel	CANCEL	CANCELLED
Partially cancelled	CANCEL	PARTIALLY_CANCELLED
Verification	VERIFICATION	VERIFIED