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# Reporting and analytics overview

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

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.

| Tool                    | Best for                                                                                                                                                                                                                                                                                                                       |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Reports** (Portal UI) | Filterable reports, identifying errored transactions, and general business operations inside Payabli. See [Manage custom reports](/guides/pay-ops-portal-custom-reports-manage) to save a reusable view, or [Manage automated reports (Portal)](/guides/pay-ops-portal-automated-reports-manage) for recurring email delivery. |
| **Reporting APIs**      | Sending Payabli data to another service to manipulate, combine, or feed a BI tool. See [Use reporting endpoints](/guides/pay-ops-reporting-overview).                                                                                                                                                                          |
| **Amigo Insights**      | On-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](/guides/platform-amigo-overview) and [Use Amigo Insights for reports and analytics](/guides/platform-portal-amigo-use). |

## 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](/guides/pay-ops-reporting-overview) 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)](/guides/pay-ops-portal-custom-reports-manage).

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](/guides/pay-ops-portal-automated-reports-manage) — 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](/guides/platform-amigo-overview) for what Amigo can access, and [Use Amigo Insights for reports and analytics](/guides/platform-portal-amigo-use) to start asking questions in the Portal.

## Related resources

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

#### Related topics

* **[Manage custom reports](/guides/pay-ops-portal-custom-reports-manage)** - Step-by-step instructions for saving, loading, and managing a custom report
* **[Use reporting endpoints](/guides/pay-ops-reporting-overview)** - Use the query and statistics APIs instead of the Portal UI
* **[Navigate the Payabli Portal](/guides/platform-portal-navigation-overview)** - General Portal navigation, including where reports live in the side nav
* **[Manage automated reports (Portal)](/guides/pay-ops-portal-automated-reports-manage)** - Schedule recurring email delivery instead of building a saved view