Insights and Reporting

Learn about the different reports and analytics that are available in the Finix Dashboard.

It's important to understand the performance and profitability of your business and how you're processing payments.

To help you gain valuable insights, Finix provides a range of downloadable CSV reports and analytic charts available within the Finix Dashboard.

Explore Insights


In addition to the charts and pre-generated reports, several pages on the Finix Dashboard can also be filtered and exported as a CSV.


Click the Export All button in the top right to create a new export. Pages in the Finix Dashboard that can be filtered and exported includes:

  • Payments
  • Authorizations
  • Refunds
  • Payment Instruments
  • Settlements
  • Merchant Deposits
  • Disputes
  • ACH Returns
  • Identities
  • Merchant Accounts
  • Compliance
  • Onboarding Forms
  • Buyers

Any exports created will be available to download as a CSV from the Exports page.

Learn More