Reports

The Reports page is where you generate and download summaries of your NectarPay activity.

Note: All users can generate reports. The Scheduled Reports and Inventory Log sections are visible. All authenticated users (including staff) can access and generate Payment Reports. The Report Schedules and Inventory Log sections are visible to owner and admin users only only.

Reports run in your account's time zone. NectarPay shows a notice such as "Your report will be generated in the {timezone} timezone" before you generate. To change your time zone, update it in your Stripe Dashboard.

Payments report

The Payments Report summarizes payment activity across your account. Use it when you need a transaction-level view of payments by date range, location, status, or report detail level.

1. Choose a Date Range:

   • Today, Yesterday, This Week, Last Week, This Month, Last Month

   • Custom Range with From Date and To Date

2. Pick the payment report type you need, such as itemized or summary.

3. Choose Generate Report.

When the report is ready, open Generated Reports to download the CSV.

Purchase report

The Purchases Report summarizes payments collected through NectarPay, with optional item-level detail for catalog purchases.

1. Choose a Date Range:

   • Today, Yesterday, This Week, Last Week, This Month, Last Month

   • Custom Range with From Date and To Date

2. Pick a Report Mode (summary or detailed).

3. (Optional) Toggle:

   • Include detailed item information — add line-item rows for cart purchases.

   • Include canceled transactions — include payments that were canceled.

4. Choose Generate Report.

When the report is ready you'll see "Report generated successfully!". If something goes wrong, NectarPay surfaces "Failed to generate report".

Returns report

The Returns Report summarizes refunds and customer returns, including item-level detail when available.

1. Choose a Date Range.

2. Pick a Report Mode.

3. Configure Item Return Options:

   • Include item quantities in report

   • Include return statuses for items

4. Select which Return Statuses to include:

   • Returned, Damaged, Resalable, Restocked, Pending Review

5. Choose Generate Report.

Successful exports show "Returns report generated successfully!".

Financial reports

NectarPay links you directly to Stripe's hosted financial reports. From the Financial Reports card, choose View on Stripe to access:

• Payouts and balance summaries

• Fee detail

• Tax summaries

• Other Stripe-native reporting

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Inventory log (owners and admins only)

The Inventory Log card opens NectarPay's inventory log, which shows every adjustment, sale, refund, and stock movement. This card is only visible to owner and admin users.

The Manage Schedules action within the Generated Reports page is also restricted to owners and admins.

Inventory log (owner and admin only)

The Inventory Log card opens NectarPay's inventory log, which shows every adjustment, sale, refund, and stock movement. This card is visible to owner and admin users only.