Customize and View the Settlement Records

The dashboard will show the past seven days’ settlements on the page by default. You can select a particular date range or month or year using the calendar view option given in the dashboard.

To set up the time frame:

  1. Click Calendar to open the calendar view.
  2. Click to select the Today, Yesterday, Past 7 days, or Past 30 days to view the transactions for the mentioned period.
  3. Click Apply to view the results.

To customize the calendar view:

  1. Click the Custom Range menu.
  2. Select the desired month and year from the drop-down list given at the top of the calendar view.
  3. Click to select the desired date range for the selected month.
  4. Click Apply to view the results.