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.