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Manage custom reports

Build, save, and reuse custom reports from any report table in the Payabli Portal
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Applies to:PartnersPaypoints

Business users and admins can save, update, duplicate, and delete custom reports in the Payabli Portal to reuse a specific view of their data without rebuilding it each time.

All portal roles can save, view, and manage custom reports, but which reports you can access depends on your role.

For scheduled email delivery of Payabli’s predefined report types instead of a saved custom view, see Manage automated reports. For an email or SMS alert on a specific event — a failed transaction, a new chargeback — instead of a report, see Manage notifications (Portal).

Customize a report

You can customize reports with filters or columns. See Reporting and analytics overview for more on Payabli’s reporting options.

Add columns to a report

Click Columns, select the columns you want, and click Save.

Filter a report

Filtering works the same way in every report table. Click Filters to open the filter panel, define your criteria, then apply them to see the filtered data.

Filters work like this:

  • For fields that accept multiple selections, the filter uses OR logic: selecting two values returns rows matching either one.
  • For string fields, unquoted text matches partially. For example, filtering a name field with Rivera matches any value containing that string. Wrap a value in quotes for an exact match: "Maria Rivera" returns only that exact value.
  • Some string filters also offer an Exclude values toggle, which inverts the filter — returning all rows except those matching the value you entered.

Most date filters apply a fixed range. For example, if you save a custom report with a date filter for July 1 to July 3, 2026, reopening it later still shows that same fixed range. It doesn’t shift to “the last 3 days.”

Save a new custom report

Save a custom report when you’ve configured a report’s columns and filters the way you want them and expect to need that view again.

  1. Open the report you want to save.
  2. Configure its columns and filters.
  3. Click Save Report.
  4. Enter a name and description (optional) for the report.
  5. Click Save to confirm.

View and update a custom report

Load a saved custom report to review its data, or change its columns, filters, name, or description.

  1. Click the dropdown arrow beside the report’s title or breadcrumb.
  2. Select the custom report you want to view. The dropdown lists every custom report saved from that table.
  3. To refresh the report’s data, click the refresh icon next to Save Report. To change the report’s columns or filters, use the Columns and Filters buttons.
  4. Click Save Report, update the name or description if needed, then click Update to confirm.

You can also load a report from Settings > Custom Reports: click its three-dot menu, then select View Report.

Duplicate a custom report

Settings > Custom Reports lists every custom report in your organization, with its name, description, report group, report type, columns, filters, and created and updated dates.

  1. Navigate to Settings > Custom Reports.
  2. Find the report you want to duplicate.
  3. Click the three-dot menu and select Duplicate Report.
  4. Click Duplicate to confirm.

The duplicate keeps the original’s name with (Copy) appended. To rename the duplicate, see View and update a custom report.

Delete a custom report

Deleting a custom report is permanent and can’t be undone. The Portal asks you to confirm before deleting.

  1. Navigate to Settings > Custom Reports.
  2. Find the report you want to delete.
  3. Click the three-dot menu and select Delete Report.
  4. Click Delete to confirm.

See these related resources to help you get the most out of Payabli.