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Reports

Reports Section – Razorpay Dashboard

The Reports module allows merchants to generate, download, and schedule detailed reports for all business activities including payments, settlements, refunds, orders, subscriptions, payment links, and reconciliations.
 These reports are mainly used for accounting, reconciliation, auditing, taxation, and business analysis.

You can access this section from the left sidebar:
 Reports → Overview

🔹 Top Navigation Options

At the top of the Reports page, the following options are available:

  • Overview – Displays all available report categories and standard report templates.

  • Downloads – Shows previously generated and downloaded reports.

  • Schedules – Manage automated scheduled reports sent to email.

Action Buttons

  • View Docs – Opens Razorpay documentation related to reports.

  • Schedule Report – Allows setting up recurring reports (daily, weekly, monthly).

  • Download Report – Manually generate and download a selected report.

🔹 Report Categories & Standard Reports

The reports are grouped into multiple categories for easy access.

🔸 Settlements

1. Settlements

Provides a list of all settlement transactions within a selected date range.
 Includes:

  • Settlement ID

  • Gross amount

  • Deductions (fees & GST)

  • Net settled amount

  • Settlement status and dates

Used for tracking payouts credited to the bank.

2. Settlement Recon

Provides detailed reconciliation between payments and settlements.
 Includes:

  • Payment IDs linked to each settlement

  • Fee and tax breakup per transaction

  • Net amount credited per payment

Used mainly for finance and bank reconciliation.

🔸 Payments

1. Payments

Provides details of all payment transactions.
 Includes:

  • Payment ID

  • Order ID

  • Amount

  • Status (Created, Captured, Failed, etc.)

  • Payment method

  • Date & time

Used for daily transaction tracking and reconciliation.

2. QR Code Report with Pay ID

Shows payments made using QR codes, along with associated Payment IDs.

3. Payments Report with Offers

Displays payments where offers or discounts were applied.
 Used to analyze promotional campaigns.

4. Turbo UPI Payments

Lists all payments processed using Turbo UPI method.

5. Emondat / Failed Transaction Summary

Provides a summary of failed eMandate / recurring payment transactions along with failure reasons.

🔸 Transactions

1. Combined Report

A consolidated report that includes:

  • Payments

  • Refunds

  • Adjustments

  • Transfers

  • Settlements

Used for complete financial auditing in a single file.

2. Credit Usage Report

Shows credit usage across transactions including refunds, transfers, and settlements.

🔸 Orders

Orders

Provides details of all orders created in Razorpay.
 Includes:

  • Order ID

  • Amount

  • Attempts

  • Payment status

  • Creation date

Used to track order lifecycle and payment success rate.

🔸 Refunds

1. Refunds

Displays all refund transactions.
 Includes:

  • Refund ID

  • Payment ID

  • Refund amount

  • Status

  • Speed (Normal / Instant)

2. Instant Refunds

Specifically shows refunds processed using Instant Refund option.

🔸 Payment Links

1. Payment Links

Provides details of payments collected via Payment Links.

2. Payment Page

Lists payments collected via hosted Payment Pages.

3. Payment Button Report

Shows payments collected through embedded payment buttons.

🔸 Subscriptions

Subscriptions Report

Provides subscription-level data:

  • Subscription ID

  • Customer details

  • Status (Active, Cancelled, Failed)

  • Billing cycles

  • Payment history

Used for managing recurring billing.

🔸 Custom Reports

Custom reports provide advanced tracking and business insights.

Examples include:

  • Monthly Invoice Report – Monthly invoice summary for accounting and GST filing.

  • Custom Transfers with Notes – Transfers along with custom tagging notes.

  • Subscriptions Update Report – Tracks subscription status updates.

  • Token Update Report – Shows updated recurring payment tokens.

  • Submerchant Report for Non-Platform Partners – For marketplace and partner accounts.

  • Custom Identifier Status Report – Tracks identifiers nearing closure.

🔸 QR Code

QR Codes Report

Shows all payments collected using Razorpay QR codes.

🔸 On-Demand Settlement

On Demand Settlement

Lists settlements that were manually triggered using the Settle Now option.

🔸 Contacts

Vendor Standard Report

Provides vendor and contact-level transaction data.

🔸 Batch Pages

  • Bulk Payment Page Customers Report – Customer details for bulk payment pages.

  • Bulk Payment Page Payments Report – Payment details from bulk payment pages.

🔸 Rewards / Marketplace Transactions

RMP Orders

Displays reward marketplace order data.

🔸 Other Reports

Monthly Invoice

Allows downloading monthly Razorpay invoices in a single file.
 Used for tax filing and accounting records.

🔹 Usage of Reports Section

The Reports module is mainly used for:

  • Daily and monthly bank reconciliation

  • Accounting and GST filing

  • Auditing transaction history

  • Monitoring refunds and disputes

  • Analyzing payment methods and business performance

  • Tracking settlements and payouts

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