Introduction to Reporting
The GoCardless Platform offers reporting capabilities that enable businesses to track their payment activity and gain insights into their revenue and cash flow in two main ways - via the GoCardless Dashboard or API.
Dashboard
GoCardless provides a dashboard where you can view and analyse your payment data. From the GC dashboard you can export data in CSV format (such as Customer, Payments, and Payout information). This enables you to use your payment data in other applications and tools.
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You can create a sandbox dashboard account to test the capabilities here - https://manage-sandbox.gocardless.com/.
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A guide to navigating our dashboard can be found here.
API
In addition to the dashboard exports, you can also create custom reports using GoCardless' APIs. This allows you to extract specific data points into other systems, and create reports that are tailored to your unique needs.
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You can refer to our API reference to see the full set of parameters for reporting - https://developer.gocardless.com/api-reference
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A postman collection for testing our APIs can be found here - https://developer.gocardless.com/developer-tools/postman-collection.