Docs

Deposit Report: View and Export

Use this report to monitor incoming deposit transactions and conversion quality.

Interface Reference

Deposit Report

Purpose

  • Track deposit volume and success trends.
  • Validate settlement consistency by provider/method.
  • Export deposit data for audit and reconciliation.

Steps

  1. Open Financial Reports > Deposit Report.
  2. Choose date range, currency, status, and provider filters.
  3. Apply filters and review summary values.
  4. Inspect failed or pending transactions.
  5. Export as CSV/XLS/PDF based on use case.

Key Metrics

  • Deposit count
  • Gross deposit amount
  • Success/failure/pending breakdown
  • Average deposit size

Export Guidance

  • Use CSV/XLS for reconciliation and pivot analysis.
  • Use PDF for management snapshots.
  • Save filter context with exported file name.

Troubleshooting

  • Low conversion: review failure reasons by method/provider.
  • Pending too high: check settlement delay from gateway.
  • Export mismatch: refresh, re-apply filters, then export again.

Best Practice

Review failed deposits daily and correlate with provider incidents.