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Chapter 13. Reporting Tools > Viewing Financial Summary Reports

Viewing Financial Summary Reports

Next up are PayPal’s financial summary reports. The Monthly Financial Summary report is a high-level overview of key transaction categories (sales activity, fees, disputes, and so on); it’s a great report for viewing your various PayPal-related fees for the month. The corresponding Transaction Details report provides a line-by-line accounting of all transactions for the given time frame. Both are ideal reports to provide to your accountant—and to give you bird’s-eye and detailed views of how your business is doing.

Viewing the Monthly Financial Summary

To access PayPal’s financial summary reports, go to your Business Overview page and then click the Monthly Financial Summary link in the Reports section. This opens the Monthly Financial Summary report, like the one shown in Figure 13.5.


  

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