Reporting Capabilities

Use Aera reports to monitor payment activity, reconcile settlements, track payouts, and manage your terminal estate.

Aera provides reporting across its product portfolio, including reports tailored to individual services. These reports give you visibility and control over your operational and financial activity.

Get Reports

Access reports on demand in the Aera Portal or retrieve them automatically in your systems.

Get Reports Manually

You can access and download reports directly from the Aera Portal.

To retrieve a report:

Log in to the Aera Portal.
Navigate to Reporting.
Locate the report that you want to access.
Select Download when the report is ready.

If the report is still being prepared, it displays the status “Report is being generated.” Return to download it when it is ready.

Aera generates reports from predefined configurations. You cannot manually generate a report with custom parameters, such as date ranges or filters.

Get Reports Automatically

Aera can generate and deliver reports automatically for continuous operations.

This option is ideal for:

System-to-system integration
Automated reconciliation workflows
Data warehousing and analytics pipelines

When a report is ready, Aera sends a webhook notification to the endpoint that you configure during onboarding. The notification includes the identifiers for the report.

To retrieve the report:

Receive the webhook notification that indicates the report is ready.
Extract the report ID from the webhook payload.
Use the Reporting API to fetch and download the report.

This workflow supports automated reconciliation, reporting, and data ingestion without manual interaction.

Get Reports via Operational Delivery

Aera provides some reports through operational and service management processes rather than the Portal or Reporting API.

These reports may be:

Used for regular operational or service review meetings
Delivered as documents or presentations, such as PDFs or PowerPoint presentations
Tailored to specific customers or use cases

Examples include:

SLA reports
Operational performance reports
Custom analysis or review materials

Aera does not make these reports available through the Portal or Reporting API. Instead, Aera shares them directly during ongoing customer collaboration.

Report Types

Use these reports for operational monitoring, financial reconciliation, and terminal estate management.

Each report serves a specific purpose. Combine reports to view transaction processing, settlement, payouts, and your terminal estate.

Report	Description	Get Report
Daily Transaction Detail Report	Provides a transaction-level view of all payment activity processed during a day. Use it for operational monitoring, reconciliation, and investigation.	Portal Reporting API
Settlement Report	Provides a financial view of transactions included in settlement, including fee breakdowns and net amounts. Use it for financial reconciliation and accounting.	Portal Reporting API
Settlement with Fee Report	Provides finalized settlement data that includes fees after fee information is available.	Portal Reporting API
Payout Report	Provides an aggregated view of funds paid out to the merchant, including payments, refunds, fees, and balances. Use it for bank reconciliation and cash flow tracking.	Portal Reporting API
Monthly Terminal Estate Report	Provides an overview of all terminals, including status, configuration, and deployment details. Use it for estate management and operational control.	Portal Reporting API