Add new Charge Reports

To request a new Charge report:

  1. Go to Charges > View Mode.
  2. Choose a ready template from the arrow next to Settings in the upper right corner. Or add a new template here.
  3. Click Download Report > Request report from the drop-down menu.
  4. The Report Delivery tab will be opened. Fill in the report settings:
    1. Label - the report's name.
    2. File Name Pattern - the type of the pattern for file naming.
    3. Destination - the report's receiving channel (email or SFTP). Insert the email address or choose the SFTP destination from the drop-down menu.
    4. Processing Type - encrypted or non-encrypted file. If you'd like to encrypt the file, you can choose your encryption service from the drop-down menu.
    5. Report Type - the types of the reports: One-Time or Recurring. If Recurring choose Interval and Frequency.
    6. Start Date - the report's start date.
  5. Press Save.

To add a new SFTP service, go here. To add Encryption service, go here.

Note : Paydock's dashboard has a constraint on report generation, allowing for a maximum of 20 reports to be generated simultaneously. This limitation is applicable across all companies, brands, and at a global level.

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