Users can easily generate a report (.CSV) of their business income, and transactions within inly. Data can be aggregated for a specific month or by the calendar year of choice.
Here are the steps to generate a report in inly:
1. Click the "Settings" button in the lower left-hand corner.
2. From the menu, select, "Reports" located at the bottom of the settings menu.
3. Select the month and/or year from the dropdown menu. Once these inputs have been selected, click "Download" to export the final document. (.CSV)
4. The .CSV will include the Client Name, Payment ID, Total, Tip, Processing Fee, Payment Method, Payment Status, Applicable Refund Information, and the timestamp for the payment.
For any additional questions, please reach out by clicking on the chat box or at support@inly.com and a team member would be happy to assist you.