Reporting system
Generate and schedule reports effortlessly for better business insights
Key Features
Two types of reports
Regular – real-time, on-demand reports. Scheduled – automatic daily, weekly, or monthly reports
Customizable report criteria
Create custom reports by filtering transactions, invoices, and dates.
Automatic report delivery
Set up automatic email delivery for the report to ensure recipients receive it effortlessly.
Multiple data sources
Build reports from transactions or invoices for insights into operations, financials, and customer interactions.
User-friendly interface
The Reporting System integrates with Whitepay CRM for easy report generation.
How It Works
Define the report name and type
Name your report, select type, and set data by transactions or invoices
How It Works
Define the report name and type
Name your report, select type, and set data by transactions or invoices
Set general report settings
Select entity statuses, creation/completion date, and file type
Set Up Email Delivery
Enter emails for automatic report delivery to relevant people
Perfect For
Finance Teams
Generate financial reports from transaction and invoice data
Accounting & Bookkeeping Firms
Generate reports for clients or teams on specific transactions
E-Commerce Platforms
Subscription-Based Services
Subscription-Based Services
Track recurring payments, invoices, and subscription data with ease
Businesses with Multiple Departments
Create custom reports for each department and ensure relevant data access.
Payment processors & Gateways
Monitor transactions across multiple channels, reconcile payments, and generate detailed payout and settlement reports.
FAQ
We have collected the most popular questions about our crypto acquiring solution. If you didn’t find the answer, contact support@whitebit.ge, and we will help you!
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Whitelabel / h2h
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Form customization
Tailor payment forms to match your business needs and branding
