# Reports

Under the **Reports** menu item, you will find various analytics and statistics that offer a deeper insight into your business performance.

## Transaction Quantity and Transaction Volume

The chart at the top of the page displays the number of transactions and the transaction volume. You can select both the time unit (Year, Month, Week) and the currency.

### Transaction quantity

The chart shows the number of transactions per time unit:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FvwA3b2hMnoll1HAP4ROd%2Fimage.png?alt=media&#x26;token=04370edc-504a-419d-9a24-abfb066cea9e" alt=""><figcaption><p>Number of transactions in the past year in the CHF currency</p></figcaption></figure></div>

### Transaction volume

The chart shows the transaction volume per time unit:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FdnNyQQ5pmRE1G8jttUCs%2Fimage.png?alt=media&#x26;token=1511f2f0-9507-4e6e-a7b2-a10c163ad6d0" alt=""><figcaption><p>Transaction volume in the past year in the CHF currency</p></figcaption></figure></div>

## Account Statements

In the "Account Statements" section, the annual statements are listed, which you can download as a PDF by clicking the "Download" button:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FEoys6JEhT9odUHGvhtHg%2Fimage.png?alt=media&#x26;token=1582d0c3-77aa-4578-af3d-f6f9a0789a17" alt=""><figcaption><p>Downloading the annual account statements</p></figcaption></figure></div>

The account statement is available for download here on February 1st of the following year and includes:

* Credit balance in [Payrexx Pay and Payrexx Pay Plus](https://docs.payrexx.com/merchant/english/payment-provider/payrexx-pay) as of December 31st of the respective year
* Change in the credit balance in Payrexx Pay and Payrexx Pay Plus between January 1st and December 31st of the corresponding year
* Transaction volume, transaction fees, and refunds incurred between January 1st and December 31st of the respective year

{% hint style="warning" %}
As this feature was implemented in 2024, no account statements older than 2023 are available.
{% endhint %}

## Transaction Exports

Under "Transaction Exports", you have the option to export the received transactions into a CSV file with a single click:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FyYUBKYJuG5Zbrrpvx1ST%2Fimage.png?alt=media&#x26;token=a7953f8c-8026-4599-9ad5-a6fd8d45251f" alt=""><figcaption><p>Creating a transaction export in Payrexx</p></figcaption></figure></div>

1. **Create:** Click this button to begin exporting transactions.
2. **Date range:** Select one of the suggested date ranges for the transaction export.
3. **Customised:** Select this option to create a custom transaction export. You will be redirected to the "Transactions" section, where you can use the [filter function](https://docs.payrexx.com/merchant/english/account/payments/export#custom-exports-thanks-to-filtering-function) to create an [export](https://docs.payrexx.com/merchant/english/account/payments/export) tailored to your needs.

## Donation Exports

Under "Donation Exports", you can export the received donations into a CSV file. Click "Create" to begin the export:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FvswiGCxew3iF6alcQr0N%2Fimage.png?alt=media&#x26;token=1ab7c673-aaf1-4904-89d5-ceb930acd63f" alt=""><figcaption><p>Creating a donation export in Payrexx</p></figcaption></figure></div>

A window will open where you can configure the donation export:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FVxWjTQDHM8xfUfMjlUcO%2Fimage.png?alt=media&#x26;token=96f18f23-e880-449e-8b65-37679f865ede" alt="" width="563"><figcaption><p>Configuration of the donation export</p></figcaption></figure></div>

1. **Timeframe:** Select a suggested period or define a custom date range.
2. **Campaigns:** Specify whether all donations should be exported or only those from a specific campaign.
3. **Export profile:** Define whether the export should include all columns or if the settings from a specific [export profile](https://docs.payrexx.com/merchant/english/account/payments/export#capturing-and-utilizing-export-profiles) should be applied.

Click "Download CSV" to start the export.

{% hint style="info" %}
The link to download the CSV file will be sent to the email address of the logged-in Payrexx user.
{% endhint %}

## Transaction Fees for Reports

The following list shows the applicable transaction fees for all payment providers and payment methods available in your Payrexx account.

### Fees for Payrexx Pay and Payrexx Pay Plus

The first two tables contain the transaction fees for the payment methods from [Payrexx Pay Plus and Payrexx Pay](https://docs.payrexx.com/merchant/english/payment-provider/payrexx-pay):

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FZxj9iutaNa2MJnn0Debd%2Fimage.png?alt=media&#x26;token=4e475c93-1491-4011-8451-4c1e04c9d0c4" alt=""><figcaption><p>Transaction fees for payment methods from Payrexx Pay Plus</p></figcaption></figure></div>

For credit cards, a distinction is made between Domestic, Intra, and Inter fees:

1. **Domestic:** Fees for domestic transactions, where the merchant's country matches the country where the customer's credit card was issued.
2. **Intra:** Fees for intra-regional transactions, where the merchant's country and the country where the credit card was issued are both located within the European Economic Area (EEA).
3. **Inter:** Fees for inter-regional transactions, where the merchant's country and the country where the credit card was issued are neither in the same country nor in the same region.

Further information on the different card regions and fees, as well as illustrative examples, can be found in the following article:

{% content-ref url="../payment-provider/payrexx-pay/card-regions-and-fees" %}
[card-regions-and-fees](https://docs.payrexx.com/merchant/english/payment-provider/payrexx-pay/card-regions-and-fees)
{% endcontent-ref %}

### Fees for external payment providers

This table displays the fees for [external payment providers](https://docs.payrexx.com/merchant/english/payment-provider/external-payment-provider). Since these are not part of Payrexx and you negotiate the contract and the corresponding conditions directly with the respective provider, you can enter them here yourself:

<div align="left"><figure><img src="https://1455115231-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MYJhU4qriZCz_Wxs0T0-887967055%2Fuploads%2FjHzZrOLCWvufHpKLChZF%2Fimage.png?alt=media&#x26;token=df054ad6-0417-4a48-abd4-d2e44f34e978" alt=""><figcaption><p>Transaction fees of external payment providers</p></figcaption></figure></div>

1. **Edit:** Click the edit icon to enter the provider's transaction fees.
2. **Display:** Shows the transaction fees after they have been entered.
