---
id: custom-reports
sidebar_label: Custom reports
title: Custom reports
hide_title: true
---

import Ingress from '../../../src/components/ingress/ingress.react';

<Ingress title="Custom reports">
  Generate a report for a period and a set of stores of your choice, then download it as CSV.
</Ingress>

## Before you start

- You need the **Report Management** permission with read access to settlements for the stores you include.
- Custom reports cover transactions settled by Walley only.

## Report types

| Report type                       | What it contains                                                                                                                                                  |
| --------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Settlement Summary**            | Aggregated data from every settlement in the period. Can include the settlement reference.                                                                          |
| **Transactions**                  | Every transaction in the period, including those not yet settled. Can include the settlement reference and action reference.                                        |
| **Transaction Details**           | Detailed information about purchases and returns in the period. This report contains a lot of data and takes longer to generate.                                    |
| **Merged**                        | Every settlement transaction merged into one file. Can include the settlement reference and action reference.                                                       |
| **Company Customer Credit Limits**| An overview of each company customer's credit [reservation](/docs/paymentsApi/integration/reservations) and how much of it is still available.                                                  |
| **Orders**                        | Every order placed in the period.                                                                                                                                   |

## Generate a report

1. Select **Generate report**. The **Create custom report** dialog opens.
2. Fill in the dialog:
   - A name for the report
   - The report type
   - The period, up to one year
   - Optionally, the stores to include. Leave it empty to include all stores.
3. Select **Generate report**.
4. When the status is `Done`, select **Csv** to download the report.

Generating takes a few minutes. Select **Refresh reports** to update the status. A report can be `Generating`, `Done`, or `Failed`, and stays available for 90 days. Use **Show reports from the last** to choose how far back the list goes.

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