Reporting
Financial Reporting Platform
Generate comprehensive financial reports with our powerful reporting engine. Access detailed insights, automate report generation, and maintain compliance with regulatory requirements.
Reports can be generated on-demand or scheduled for automatic delivery to specified endpoints or email addresses.
Available Report Types
Transaction Reports
Detailed transaction history with filtering and grouping options
Available Formats:
CSV JSON PDF XLSX
Generation Frequency:
On-demand Daily Weekly Monthly
Settlement Reports
Settlement and payout information across payment methods
Available Formats:
CSV JSON PDF
Generation Frequency:
Daily Weekly
Reconciliation Reports
Account reconciliation and balance tracking
Available Formats:
CSV XLSX
Generation Frequency:
Daily Weekly Monthly
Risk Reports
Fraud monitoring and risk assessment metrics
Available Formats:
PDF JSON
Generation Frequency:
Real-time Daily
Compliance Reports
Regulatory compliance and audit reports
Available Formats:
PDF
Generation Frequency:
Monthly Quarterly
Generating Reports
Basic Report Generation
// Generate a basic transaction report
const report = await finfusion.reports.create({
type: 'transaction',
dateRange: {
start: '2024-01-01',
end: '2024-01-31'
},
format: 'csv'
});
Advanced Report Generation
// Generate detailed settlement report
const settlementReport = await finfusion.reports.create({
type: 'settlement',
dateRange: {
start: '2024-01-01',
end: '2024-01-31'
},
filters: {
status: ['completed', 'pending'],
paymentMethod: ['card', 'upi']
},
groupBy: 'merchant',
format: 'xlsx',
schedule: {
frequency: 'weekly',
dayOfWeek: 'monday',
recipients: ['finance@example.com']
}
});
Custom Report Generation
// Generate custom reconciliation report
const customReport = await finfusion.reports.create({
type: 'reconciliation',
dateRange: {
start: '2024-01-01',
end: '2024-01-31'
},
customFields: [
'transaction_id',
'settlement_date',
'bank_reference',
'reconciliation_status'
],
format: 'json',
webhook: {
url: 'https://api.example.com/webhook',
events: ['report.generated', 'report.failed']
}
});
Ensure proper access permissions before generating sensitive reports.