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Merchant DashboardSeptember 2, 2026

Financial Summary Page Replaces Legacy Reports

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What Changed

The Merchant Dashboard has a redesigned Financial Summary page that replaces the legacy Reports view. The new page includes:

  • Overview cards for Transactions, Refunds, Processing Fees, Settlements, and Bank Transfers
  • Transaction Summary and Fees & Others sections that use the same terminology as settlement CSV exports
  • On-demand CSV and Excel exports of all transactions for the selected accounting period

Financial Summary page showing the Overview cards, the Weekly Breakdown of Bank Transfers, the transaction detail banner, and the Transaction Summary and Fees & Others sections

Merchant Impact

Totals are pre-calculated, so you no longer need to reconcile figures across multiple screens. The legacy Reports page stays available alongside the new page through September 30, 2026, and is retired after that date.