ShopWired Payments reports
ShopWired offers a number of different types of reports for activity on your ShopWired Payments account.
Activity report
The activity report is ShopWired's recommended report for either viewing a summary of activity or downloading an itemised report of all activity on your ShopWired Payments account over a specific time period.
- Navigate to ShopWired Payments > Activity
- Select the time period for the report using the From date and To date settings
- Select the
generate reportoption - View the summary provided in the table
- Select the
download reportoption to download the report in CSV format- The CSV download is an itemised CSV file containing all activity within the selected time period
Payout reports
When viewing a payout within your ShopWired account, you can select the payout from the Payouts page to view all of the individual transactions contained in the payout.
You can also select the download transactions option to download an itemised CSV file containing all activity for the payout.
Order export
Order export
For orders completed with ShopWired Payments, the order export contains the following details about the transaction.
Transaction ID
The unique ShopWired Payments ID of the transaction
SWP - Status
In most cases, this will be succeeded, but values such as Cancelled (for voided transactions) or disputed are possible.
SWP - Risk evaluation
ShopWired's own internal evaluation (based on machine learning algorithms) of the risk associated with this transaction.
SWP - Fees
The total amount of processing fees charged on the transaction.
SWP - CVC check
Whether the 3-digit security code entered by the customer matches that on the card.
SWP - Postcode check
Whether the billing postcode entered at checkout matches the billing postcode held by the bank.
Generating reports & report types
Generating reports & report types
Other reports can be generated by navigating to Reports.
When you click on a report type to run (the report types are described below), you'll be asked to select the exact report that you'd like to download along with the date range that you'd like to download it for.
ShopWired Payments data can take up to 48 hours to collect, and so you won't always be able to generate a report that includes data from today, or even yesterday. If you attempt to run a report for data that isn't yet available, you'll be asked to modify the date range accordingly.
When you generate a report, it will be sent to you by email, to the email address registered to your ShopWired account. If a report fails to generate correctly, you'll also be informed by email and can try again.
Balance reports
Balance reports
Balance reports are similar to a bank statement and help you to reconcile your ShopWired Payments balance at the end of a period. They are most useful if you treat your ShopWired Payments account like a bank account (for accounting purposes) - which is our recommended approach.
Itemised balance change from activity (simplified)
An itemised, but simplified, report showing all transactions that have affected your ShopWired Payments balance during the period.
Itemised balance change from activity (advanced)
A detailed itemised report showing all transactions that have affected your ShopWired Payments balance during the period.
Summarised balance change from activity
A report which summarises the different types of transactions in the period, the total number of them, and the gross/net amounts.
Payout reports
Payout reports
Payout reports help you to match the payouts you receive into your bank account with the batches of payments (and other transactions) that relate to them. If you only have manual payouts, then you won't be able to use this report type; it's only available for automatic payouts.
These reports are optimised for users who prefer to reconcile transactions included in each payout as a settlement batch.
Itemised payouts
This provides a full and detailed list of individual transactions that are summarised in the dashboard.
Summarised payouts
A report which summarises the different types of transactions in the period in relation to payouts.
