Reports Section – Razorpay Dashboard The Reports module allows merchants to generate, download, and schedule detailed reports for all business activities…
Operator's note
Most razorpayarticles you find online are written for a US merchant on Stripe. This one is written for an Indian D2C team — where COD still drives 50–70% of orders, UPI Intent settles in seconds, RTO eats margin in Tier 2/3 lanes, and Diwali pulls a quarter's revenue into a two-week window. If a step below references a payment gateway choice, the answer isn't universal: we pick by vendor response rate, not affiliation. Razorpay, PhonePe, Easebuzz and Cashfree Payments are listed alphabetically in our docs because the right one depends on your AOV, your COD ratio, and how fast the gateway's support team replies on a Sunday at 11pm.
The Reports module allows merchants to generate, download, and schedule detailed reports for all business activities including payments, settlements, refunds, orders, subscriptions, payment links, and reconciliations.
These reports are mainly used for accounting, reconciliation, auditing, taxation, and business analysis.
You can access this section from the left sidebar:
Reports → Overview
At the top of the Reports page, the following options are available:
Overview – Displays all available report categories and standard report templates.
Downloads – Shows previously generated and downloaded reports.
Schedules – Manage automated scheduled reports sent to email.
View Docs – Opens Razorpay documentation related to reports.
Schedule Report – Allows setting up recurring reports (daily, weekly, monthly).
Download Report – Manually generate and download a selected report.
The reports are grouped into multiple categories for easy access.
Provides a list of all settlement transactions within a selected date range.
Includes:
Settlement ID
Gross amount
Deductions (fees & GST)
Net settled amount
Settlement status and dates
Used for tracking payouts credited to the bank.
Provides detailed reconciliation between payments and settlements.
Includes:
Payment IDs linked to each settlement
Fee and tax breakup per transaction
Net amount credited per payment
Used mainly for finance and bank reconciliation.
Provides details of all payment transactions.
Includes:
Payment ID
Order ID
Amount
Status (Created, Captured, Failed, etc.)
Payment method
Date & time
Used for daily transaction tracking and reconciliation.
Shows payments made using QR codes, along with associated Payment IDs.
Displays payments where offers or discounts were applied.
Used to analyze promotional campaigns.
Lists all payments processed using Turbo UPI method.
Provides a summary of failed eMandate / recurring payment transactions along with failure reasons.
A consolidated report that includes:
Payments
Refunds
Adjustments
Transfers
Settlements
Used for complete financial auditing in a single file.
Shows credit usage across transactions including refunds, transfers, and settlements.
Provides details of all orders created in Razorpay.
Includes:
Order ID
Amount
Attempts
Payment status
Creation date
Used to track order lifecycle and payment success rate.
Displays all refund transactions.
Includes:
Refund ID
Payment ID
Refund amount
Status
Speed (Normal / Instant)
Specifically shows refunds processed using Instant Refund option.
Provides details of payments collected via Payment Links.
Lists payments collected via hosted Payment Pages.
Shows payments collected through embedded payment buttons.
Provides subscription-level data:
Subscription ID
Customer details
Status (Active, Cancelled, Failed)
Billing cycles
Payment history
Used for managing recurring billing.
Custom reports provide advanced tracking and business insights.
Examples include:
Monthly Invoice Report – Monthly invoice summary for accounting and GST filing.
Custom Transfers with Notes – Transfers along with custom tagging notes.
Subscriptions Update Report – Tracks subscription status updates.
Token Update Report – Shows updated recurring payment tokens.
Submerchant Report for Non-Platform Partners – For marketplace and partner accounts.
Custom Identifier Status Report – Tracks identifiers nearing closure.
Shows all payments collected using Razorpay QR codes.
Lists settlements that were manually triggered using the Settle Now option.
Provides vendor and contact-level transaction data.
Bulk Payment Page Customers Report – Customer details for bulk payment pages.
Bulk Payment Page Payments Report – Payment details from bulk payment pages.
Displays reward marketplace order data.
Allows downloading monthly Razorpay invoices in a single file.
Used for tax filing and accounting records.
The Reports module is mainly used for:
Daily and monthly bank reconciliation
Accounting and GST filing
Auditing transaction history
Monitoring refunds and disputes
Analyzing payment methods and business performance
Tracking settlements and payouts
Common follow-ups
WhatsApp the support team at the link below. We reply within the hour during business hours (Mon–Fri 09:00–18:00 IST). If it's a payment-gateway or shipping issue mid-order, flag it as urgent and we move it to the top of the queue — a stuck checkout is a revenue leak, not a support ticket.
Generic Shopify docs are excellent for the global merchant. Indian ecommerce runs on different rails — UPI, COD, Shiprocket, GST invoicing, RTO mitigation by pincode — and most of that isn't in the official help centre. Our Knowledge Base is the SOP layer we wrote for our own ops team running 200+ stores; the razorpay section is the part of that catalogue most relevant when you're working on what this article covers.
When the underlying tool changes — a Shopify checkout extension schema update, a payment-gateway API revision, a Shiprocket dashboard redesign, a COD app deprecation — the article changes that week, not the next quarter. If you spot something that no longer matches your screen, message us; the article gets re-recorded against the live admin within a day or two.
Visakhapatnam, Andhra Pradesh 530003, India
Mon–Fri 09:00–18:00 IST
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