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Create reports

You can create standard reports of activity in your marketplace that can be downloaded immediately after they are created, or schedule reports that can be downloaded later. Some options are available when you are creating a standard report—for example, you can apply filters and advanced settings.

To create a report

  1. Go to Manage > Account > Reports > Reports | Manage Reports. The Manage Reports page opens.
  2. Click Create Report. The Create Report page opens.
  3. In the Report Details pane, enter the report name.
  4. Under Report Type, select the Payment Details report type from the drop-down list. Currently, this is the only report type available (see Payment details report description).
  5. Under Report Filters, select one of the following:
    • Do not use report filters—Select this option to create the report without filters.
  6. Under Report Scheduling, select one of the following:
    • Create report immediately—Click the drop-down list to select the report date range. The options are:
      • Previous day—Includes data for the full (24-hour) weekday prior to the report start date.
      • Previous week—Includes data for the week (Monday to Sunday) that precedes the report start date.
      • Previous 7 days—Includes data for the 7 days prior to the report start date. For example, if the report start date is Wednesday, the period covered is the previous Wednesday 00:00 to Tuesday 23:59.
      • Previous 31 days—Includes data from 00:00:00 on the date that you create the report, regardless of the time that you create it. For example, if you create the report at 11 a.m. on March 10, the report includes data from February 8 at 00:00:00 to March 10 at 00:00:00.
      • Previous calendar month—Includes data for the calendar month that precedes the report start date. For example, if the report start date is any day in January, the report includes data for all of December.
      • Previous month—Includes data for the month that immediately precedes the report start date. For example, if the report start date is January 21, the report includes data from December 21 to January 20.
      • Current month—Includes data for the current month, including the report start date.
      • Previous day's month—Includes data for the month in which the day prior to the report start date falls. This date range is particularly useful if you select Schedule for later to create recurring daily reports.
      • Previous quarter—Includes data for the quarter that precedes the report start date.
      • Current quarter—Includes data for the current quarter, including the report start date.
      • Current year—Includes data for the current year, including the report start date.
      • Previous 12 months—Includes data for the 12 months immediately preceding the report start date. For example, if the report start date is January 21, the report includes data from January 21 the previous year to January 20 in the current year.
      • All time—Includes data since data reporting began, including the report start date.
      • Custom date range—Click the calendar icons to select start and end dates. If you do not enter dates, the report includes all data from all time periods.
    • Schedule for later—Select the time and frequency using the following filters:
      • Report date range—From the drop-down list, select a time frame for your report. The report includes only data generated within the selected time frame. The options are:
        • Previous day—Includes data for the full (24-hour) weekday prior to the report start date.
        • Previous week—Includes data for the week (Monday to Sunday) that precedes the report start date.
        • Previous 7 days—Includes data for the 7 days prior to the report start date. For example, if the report start date is Wednesday, the period covered is the previous Wednesday 00:00 to Tuesday 23:59.
          Previous 31 days—Includes data from 00:00:00 on the Report start date that you select, going back 31 days. For example, if you schedule the report to start on March 15 at 1 p.m., the report includes data from February 13 at 00:00:00 to March 15 at 00:00:00.
        • Previous calendar month—Includes data for the calendar month that precedes the report start date. For example, if the report start date is any day in January, the report includes data for December.
        • Previous month—Includes data for the month that immediately precedes the report start date. For example, if the report start date is January 21, the report includes data from December 21 to January 20.
        • Current month—Includes data for the current month, including the current date.
        • Previous day's month—Includes data for the month in which the day prior to the report start date falls. This date range is particularly useful for recurring daily reports. For example, if the report start date is January 20, the report includes month-to-date data for January. If the report start date is February 1, the previous day falls in January and the report includes data for all of January, up to the end of the day that precedes the report start date. This enables you to get daily views for the same month without having to create separate recurring reports.
        • Previous quarter—Includes data for the quarter that precedes the report start date.
        • Current quarter—Includes data for the current quarter, including the report start date.
        • Current year—Includes data for the current year, including the report start date.
        • Previous 12 months—Includes data for the 12 months immediately preceding the report start date. For example, if the report start date is January 21, the report includes data from January 21 the previous year to January 20 in the current year.
        • All time—Includes data since data reporting began, including the report start date.
      • Reporting frequency—From the drop-down list, select the report frequency:
        • Run once—The report runs only once.
        • Daily—The report runs every day.
        • Weekly—The report runs every week.
        • Monthly—The report runs every month.
        • Last day of month—The first report is generated on the date and time that you select, and it includes data for the date range that you select. Subsequent reports are generated on the last day of the month.
  7. In the Report Start Date field, click the calendar icon, then select the start date. If you are scheduling a one-time report, it is generated on the date you set here. If you are scheduling a recurring report, the date you enter here is the date on which the first report is generated. It is also the day of the month on which subsequent reports are run.
  8. (Optional) In the Report Start Time field, select a time when you want the report to run. The report is generated on the date and time that you select. The time is set in 15-minute increments. The time zone is based on the time zone set on your computer and the date format is set according to your location. This feature is only available if you select Schedule for later.
  9. (Optional) Click Show Advanced Settings to access additional report-specific settings. Do any of the following:
    • Change the symbol that appears between columns in the report. The default symbol is a comma. To choose a different symbol, from the Custom Column Separator drop-down list, select one of the available options.
    • Select a date format from the Date format drop-down list. The date format option that you select determines how dates are displayed in the report’s CSV or Excel file. If you do not change the default setting (Legacy), the columns within the report that you create might use different formats, depending on the report type. If you select another option from the drop-down list, all dates are displayed in the format that you select.
    • From the Decimal Separator drop-down list, select the type of decimal separator for your currency. The decimal separator is used for separating integers, fractions, and thousands to display currency.
    • Create a template that defines the report's file name.
      1. Under File Name Template, click the list icon. A search field opens.
      2. Click anywhere in the search field. A list of parameters opens.
      3. Select any combination of parameters from the list. When the report is created, its file name includes all of the parameters you select, in the order in which you select them. The parameters you select apply only to the report that you are currently generating. If the report is recurring, subsequent reports use the same template.
    • Define the header format for columns in the report. Currently, only standard CSV is available.
    • Select the footer format. The options are No Footer (the report has no footer) and Number of Data Rows (the number of rows is displayed in the footer).
    • Select the report format. The choices are:
      • CSV—A comma-separated value file is created. If you select a custom column separator under Advanced Settings, it is used to separate columns in your report.
      • Excel—The generated report is in Microsoft Excel format.
      • CSV Quote All—The report is a CSV file in which all fields are enclosed in quotation marks.
    • Marketplace Managers and Network Managers may have the ability to have their report sent to an SFTP server, if one or more servers are configured. This appears as one of the following options, depending on how this feature was configured for your marketplace:
      • Destination Name—If you see this option, select any of the destinations in the drop-down list. The report is sent to that location every time it is generated. Destinations in this list are configured by the Marketplace Manager (or a Network Manager with the Marketplace Manager role). See Manage report destinations for more information.
      • Upload to SFTP server after report is generated—If this option is available, select it to send the report to the configured destination every time it is generated. This option only appears on the Create Report page after AppDirect configures this setting for your marketplace. Contact your AppDirect technical representative for information.(which must be configured by AppDirect)
      • If you have the Marketplace Manager role and create the report from the Manage > Marketplace > Reports page, you can opt to receive an email with the download link to the report. To enable this option, select Email when generated.
  10. Click Create Report.
  • If you selected Create report immediately under Report Scheduling, your report is generated and available for download. See Download reports.
  • If you selected Schedule for later, the report is available on the report start date that you defined under Report Scheduling.

📝 Note: All Company Administrators in your company can download reports created after they are generated.

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