Note: This report is not available to Limited Agents.
This gives you a summary of the movements in earned revenue for the selected period by currency. The default period is set to the previous calendar month.
- Each currency will be shown in a separate report if you have multiple currencies. Choose a currency from the top field in the report.
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You can also select a different date range to report on.
Important! When choosing a date range, keep in mind that the dates of the report contribute to the uniqueness check for the export process, and the Stax Bill system will not allow you to re-generate the same report with the same date range until after it has expired (30 days after creation). For this reason, if you are running a month-to-date report in the middle of a month, ensure that you choose today's date as your end date so it can be run again on a future date before the original expires. For example, to run a monthly report today, November 4, choose November 4 as the end date of the report. Tomorrow, you can run the same report with the end date of November 5, and so on. If you use November 30 as your end date, you cannot run the same report again until after it expires.
This report can be very large, depending on the size of your account and the number of transactions that have occurred. Therefore, you cannot download the report to CSV directly in real-time. Instead, there is an Export CSV button; when clicked, the system will submit a background process, which will deliver the results of your report when completed. Once it is ready, you can access the report from the Notifications page at the top of the screen. The system also automatically sends an email to the user who submitted the request once the report is ready for download.
Note: You can include extra information in your report export by clicking the Options link. For example, you can include full customer details, including detailed customer fields in each report row.
Tip: If someone in your organization has already submitted a report requesting identical parameters, you will receive an information message and a link to the Report Exports screen from which you can download that report. The Stax Bill system checks for duplicate requests so the system is not unnecessarily overloaded.