Historical Payments Report

Historical Payments charts charge amounts over time and can group the series by payment method. Use it to spot changes in charge volume and timing. It is a chart of charge records, not an accounting statement or confirmation of funds settled by a payment provider.

Compare periods

Choose a time period and, when useful, split the chart by payment method. For example, group by payment method to compare card and bank charges, or leave the chart as a single series to focus on the overall movement. For a fair comparison, use equivalent date ranges and the same grouping. A partially completed period may naturally show less activity than a full one.

The chart is best for understanding trends. For individual charges, statuses, and CSV export, open Payments. Review Disputed Payments separately when assessing charge disputes. If the chart changes sharply, use the same date range in the Payments table or a Custom Report to investigate the underlying charge records. Confirm success, refunds, and provider settlement independently before using the chart for financial reconciliation.