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The Reports page provides PDF account statements and individual transaction notices. Reports are off by default. An Owner turns them on with Enable Reports on the Settings page; until then the Reports tab is hidden. Settings Reports Toggle Once enabled, the page is available to the Owner, Financial Controller, Business, Initiator and Approver roles. Users can only produce reports for distribution accounts and payments they have access to. Reports The Reports page includes:
  • Account Statement: A statement for one distribution account over a period. It is not available for Circle accounts or for organizations on the shared host distribution account.
    • Account: The statement covers the account selected in the account picker. If “All accounts” is selected, you choose the account in the card instead. Archived accounts can also be selected.
    • Period: This month, Last month, QTD or YTD, or a custom range set with From date and To date (both inclusive).
    • Download Statement: Saves a PDF named after the account and the period, for example statement_main_20261001-20261031.pdf.
  • Individual Transaction Notice: A notice for a single payment.
    • Search: Search by a full or partial SDP transaction ID or payment ID. Payments are searched within the distribution account(s) selected in the account picker.
    • Results: Transaction ID is the SDP’s ID for the payment, and Payment ID is the ID your organization gave it in the disbursement file.
    • Notes: Optional text, up to 500 characters, printed in a marked box on the PDF.
    • Download Notice: Saves the notice as transaction_notice_<payment id>.pdf.
Reports can also be downloaded through the API with Download Account Statement and Download Transaction Notice.