---
page_source: https://juspay.io/sea/docs/dashboard-sea/docs/recon--settlement/reports
page_title: Reports
---


# Reports



The **Reports** under **Recon & Settlement module**  in the Juspay Dashboard helps merchants track and reconcile payments with **full visibility**  into **transactions** , **settlements** , **refunds** , **fees, and taxes** . It simplifies financial operations by highlighting **reconciled vs unreconciled** transactions, showing net settled amounts, and offering downloadable reports for audits and accounting.

[Video](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/dashboard/Report%20Dashboard.mp4)




## Reports Breakdown:




### **1. Summary Statistics** 



The top section provides a snapshot of key financial metrics for the selected period.

![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/dashboard/Reconciliation%20Summary.png)
*Reconciliation Summary*




| Metric | Description |
|---|---|
| Reconciled Transactions | Number of transactions that were successfully reconciled between Merchant/ Juspay file  and the payment gateway. |
| Unreconciled Transactions | Transactions that are yet to be matched or verified. |
| Gateway Settled Amount | Total amount settled by the payment gateway to the merchant’s account. |
| Refund Amount | Total amount refunded to customers during the selected period. |
| Fee Amount | Total fee charged by Juspay or the payment gateway. |
| Tax Amount | Applicable taxes on the fees charged. |



### 2. Transaction Table



Below the summary cards, a detailed transaction table gives insights into individual transactions.

![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/dashboard/Reconciliation%20Ageing%20(4).png)
*Recon Transaction List*




## Filter Report: 



The **Filters panel**  allows merchants to narrow down reconciliation data based on custom criteria. This is useful for targeted/ custom analysis and exception handling.

![Image](https://dth95m2xtyv8v.cloudfront.net/tesseract/assets/dashboard/Reconciliation%20Ageing%20(5).png)
*Filter to Generate Custom Report*




### **Available Filter Categories:** 




| Filter Category | Description |
|---|---|
| Recon Status | Filter transactions by reconciliation status: e.g., MATCHED, MISSING. |
| Original Txn Status | Filter based on the initial transaction state (e.g., CHARGED, REFUNDED, etc.). |
| Payment Method | Filter by modes like CARD, UPI, NETBANKING, etc. |
| Txn Type | Filter by transaction intent: ORDER, REFUND. |
| Payment Method Type | Filter by broader method types such as Wallets, EMI, or BNPL. |
| Gateway | Filter data per payment gateway (e.g., Razorpay, PayU etc.). |
| Txn Currency | Filter by transaction currency (e.g., INR, USD). |
| Settlement Currency | Filter by the currency in which settlement was processed. |
| Recon Sub Status | Filter by more granular reconciliation statuses. |


> **Note**
> 
> ### **Download Report Options 📤** 
> 
> 
> 
> Click the **Download Report**  button to export the reconciliation data as a CSV file format for further analysis or audit.