How to Create PayPal Reports

How to Create PayPal Reports 

Reporting is at the core of any payment system. By using PayPal reports, you can view all your received payments, sent payments aswell as all other transactions. You can set your filters so you see only the funds you withdraw, or you can do a refunds report and see how many refunds you processed in the last month.

Here’s how to create PayPal reports.

Step 1: Navigate to the History Tab – Click “History” in the “My Account” sub-navigation bar.

You’ll be presented with a list of your most recent transactions.

Step 2: Generating Different Kinds of Reports – To generate different kinds of reports, hover your mouse over the “More Filters” button. A long drop-down list with all the different kinds of reports you can generate will appear.

To display transactions that happened during a certain time, select it in the date range chooser.

Here are a few examples of the reports you can generate.

Refunds ReportTo view all the refunds you’ve made over a certain period of time, click “Refunds” in the “More Filters” menu.

You’ll see a refunds screen that looks like this:

Withdrawals to Bank Account – To view your withdrawals to your bank account, go to “Money added and withdrawn” then “Money withdrawn.”

Here’s an example of what this might look like.

To view money added from your bank account, just click “Money added” instead.

View Your Recurring Payments – If you have recurring billing agreements, you might want to take a look at all the transactions you’ve made through these agreements. To do so, go to “Subscriptions and agreements,” then “Recurring payments,” then “Transactions.”

You will see a screen with all your recurring payment transactions.

As you can see, there are many different kinds of reports you can create. Just about any kind of transaction you want to find, you can create a report for it.

Step 3: Find a Specific Transaction – What if you don’t want to create a transaction report but instead want to find a specific transaction? To do so, click on “Find a Transaction.”

Then choose your search method.

When PayPal finds your transaction, it will then be displayed below the search box.

That is how to view your most recent transactions, create specific reports and find a specific transaction.