Settlement Summary

The settlement summary report gives you a summarized view of all the settlements received from Cashfree for the selected time period. Details like total transaction amount, settlement amount, adjustments, UTR, and more are available in this report.

If you want to see the related transactions, you can view the same in the settlements reconciliation report.

To view the settlement summary report,

  1. Go to PG Dashboard > Reports.
  2. From the dropdown, select Settlements report and click on Generate Reports.
  3. Select the date range for which you want to view the report. You can also select the file format (csv or xlsx).
  4. Click Generate Report. The report will be generated based on the criteria you have filtered. You can download the report after it has been generated.

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