Antom, leading provider of tailored payment solutionsAntom, leading provider of tailored payment solutions

Reports

You can download real-time and historical transactions, settlement summary, and settlement details under the Reports module in Antom Dashboard. Additionally, related accounts on the Balance page are displayed as pending balance, to-be-settled balance, and reserve balance.

On the Reports page, click the pin icon to display reports in the Pinned reports section. Other reports are displayed in the All reports section.

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Generate reports

You can use one of the following methods to generate reports:

  • Generate reports manually 
  • Generate reports automatically

Generate reports manually

All reports can be generated from the following pages:

  • On the Reports page: Locate the report you want to query, and click Generate. You can select the file format and date range in the Generate report pop-up window. Click Generate report, and the page will redirect to the report list of the selected report. After the report is generated, click the icon in the Download column to retrieve the file.

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  • On the report list page: Click any report on the Reports page to enter the report list page. On this page, you can view the report list of all reports and download generated reports. Click Generate report in the list's upper-right corner, select the file format and date range in the Generate report pop-up window, and click Generate report to generate a report. After the report is generated, click the icon in the Download column to retrieve the file.

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Note: For pending balance, to-be-settled balance, and reserve balance, the Generate report pop-up window also provides options for selecting currency and single date, in addition to selecting the file format and date range.

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Generate reports automatically

Click any report on the Reports page to enter the report list page. Click Report settings > Set schedule, and you can customize the settings of reports according to your own needs. Detailed steps are as follows:

  1. In the Auto transactions report window, click the corresponding On button to set the auto-generation schedule. 

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  1. Click Edit to set File type and Trigger date, and click Save to apply the settings. After completing these steps, auto reports will be generated in the selected file type and on the set trigger date. You can view and download the auto reports on the report list page according to the time generated.

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Customize reports

You can configure report column headers as needed. The following methods apply to all report pages:

  1. On any report list page, click Report settings > Set columns. You can complete the column settings and perform the following actions on the Configure report columns page:
    • View the order, column title, definition, and data type.
    • Click the order icon and drag the column to adjust its display position in the generated report.
    • Check the columns that you want to display in the reports. Only the checked columns will appear in the reports.

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  1. Once the configuration is done, click Update to configure the columns for the next report generation. 

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Note: Once applied, the configuration also takes effect on the corresponding report section on the Reports homepage.