Reports help owners and managers review the financial activity of the business.
Use reports for accountant-ready summaries, payment transaction review, and payout reconciliation.
Open reports#
Go to Admin > Settings > Reports.
The available reports depend on your access and payment setup.
Payments report#
Use the payments report to review monthly payment transactions.
This is useful for:
- Checking online and offline activity
- Exporting a month of payment rows
- Reviewing payment methods and references
- Comparing operational records with accounting work
Payout reconciliation#
Use payout reconciliation to match payment processor payouts to the balance activity inside each deposit.
This helps you understand:
- Which payouts arrived
- What fees were included
- Which transactions were part of the payout
- Whether a month has payout activity to export
Annual summary#
Use the annual summary after the year closes.
It separates online payment processor activity from manual or offline activity so the report is clearer for accounting review.
Exporting reports#
Use CSV exports when you need to share rows with an accountant or reconcile records outside Naayya.
Keep exported files secure because payment reports can include customer and transaction information.