Manage payment operationsReports & analytics

Reporting and analytics overview

Compare the reporting APIs, Portal reports, and Amigo Insights to choose the right tool for your data
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Applies to:DevelopersPartnersPaypoints

Payabli offers three main ways to generate insights into your payment data: through Payabli’s reporting APIs, the Payabli Portal’s interface, and Amigo Insights — AI-powered analytics.

Choose the right reporting tool

Payabli gives you three ways to work with your data. Pick based on what you’re trying to do.

ToolBest for
Reports (Portal UI)Filterable reports, identifying errored transactions, and general business operations inside Payabli. See Manage custom reports to save a reusable view, or Manage automated reports (Portal) for recurring email delivery.
Reporting APIsSending Payabli data to another service to manipulate, combine, or feed a BI tool. See Use reporting endpoints.
Amigo InsightsOn-demand tables, charts, graphs, and analytics built from your Payabli data — ask a question in natural language instead of building a report. Supports custom queries. See Amigo Insights overview and Use Amigo Insights for reports and analytics.

Reporting endpoints

Payabli’s reporting APIs give you two endpoint families for pulling data programmatically. The query API retrieves records for objects like customers, vendors, batches, and transactions, and most query endpoints support CSV and XLSX exports in addition to JSON. The statistics API retrieves aggregated statistics for a period, like total volume or new customer counts, and only returns JSON. Feed either one into a business intelligence (BI) tool or your own platform directly.

See Use reporting endpoints for available parameters, filters, and example requests.

Payabli Portal reports

The Payabli Portal uses reports as a common UI element. For example, transactions, returns, customers, and vendors are all displayed in reports.

A custom report is a saved view of a Payabli report — its columns, filters, name, and description — that you can reload anytime from the same table. For general report mechanics like filtering, sorting, exporting, and row-level actions, see Manage custom reports (Portal).

The Payabli Portal doesn’t support custom aggregate functions like summing or averaging. Instead, some reports include columns that already roll up totals within a reporting space. For example, a Pay In batch report’s Gross Batch column sums the transactions inside that batch. Saving a report configured with the right columns is often the easiest way to reuse a specific aggregated view without rebuilding it each time.

You can’t use a custom report as an automated report — automated report delivery only supports Payabli’s predefined report types, not saved custom views.

You can export reports in the Payabli Portal as CSV or XLSX files using Export.

Amigo Insights

Amigo Insights lets you ask Amigo™, Payabli’s AI agent, questions about your data in natural language — for example, “How did Pay In volume trend last quarter?” — instead of building a report or chart by hand. Amigo answers using your organization’s live data, and access requires organization-level scope and your role’s amigo_read permission — Amigo doesn’t support paypoint-scoped access. Unlike Portal reports, Amigo can answer questions that need a join or an aggregate function, like summing or averaging a column.

See Amigo Insights overview for what Amigo can access, and Use Amigo Insights for reports and analytics to start asking questions in the Portal.

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