Find, filter, and pin reports

Open **Reports**. The directory groups available tools under **Wallet Funding**, **Profit Reports**, and **Security Reports**. Search reports by name or description to locate the right question.

Open and reuse a report

1. Enter a term in **Search reports** or browse the groups.

2. Open an available report. Read-only access is controlled per report.

3. Use the pin icon to add a frequently used report to your pinned report navigation. Pinning does not grant permission.

4. Choose the available date, currency, client, group, or other filters. Some selectors require additional access.

5. Use Apply when the filter layout requires it, and confirm the displayed conditions.

6. Refresh after relevant account or financial changes.

Read the result

Compare the summary cards and chart with the detailed table. Use pagination to inspect more rows and supported column sorting to change their order. A displayed page is not necessarily every matching transaction. Keep currency and date scope consistent when comparing two reports. Available row actions can open a client, invoice, or order detail sheet.

Empty, unavailable, or failed

Clear restrictive filters and retry a failed load. If some data remains with a load warning, refresh before relying on it. A permission message requires role review. Planned report cards can be visible without an available workflow; do not assume they contain data.

The directory currently includes planned Promotional/Gift Card Funded, Wallet Deduction Breakdown, and Discount & Promo Impact reports. Use the existing ledger and available reports for current investigations. Do not treat a directory description as an audited financial statement or a guarantee of payment settlement.