Reporting automation with Lightspeed Payments allows you to generate and send daily Lightspeed Payments reports directly to your email. These reports detail daily revenue and settlements for all locations in one comprehensive report for your business. 

Enabling automated reporting with Lightspeed Payments

Automated reporting with Lightspeed Payments allows you to generate one comprehensive report that includes your Lightspeed Payments transactions across all locations. 

1. Log in to Back Office with your Lightspeed credentials.
2. From the navigation menu, go to Configuration > Settings > Reporting Automation.
3. Click Add new report.
4. From the dropdown menu, select Daily revenue, all locations or Daily Settlements, all locations.
5. Select At the end of the day or At the end of the week, depending on how often you would like to receive this report.
6. Add the recipient's email address or addresses. If you have multiple recipients you would like to receive the report, add the email addresses and separate them with a comma.
7. Click Save reports.

Daily settlements report

The daily settlement report provides an overview of all deposits from your Lightspeed Payments transactions. This report includes:

• Total sales, including fees, refunds, and surcharges, broken down by location.
• The net value of the payout.
• The date of transactions included in the settlement.
• The total number of transactions for the reported time period, split by card type.

Scheduling the settlements report

You can schedule automatically generated reports to send once a week or once a day. 

• Weekly: These reports are sent on Monday and contain data from the previous Sunday through Saturday.
• Daily: These reports contain data from a single day. Lightspeed Payments sends a report the morning after a settlement is generated. For example, Monday’s settled transactions are included in Wednesday’s email.
  Note: If there are no transactions processed on a particular day, that report will be blank.

Daily revenue reports

The daily revenue report provides an overview of all transactions processed through Lightspeed Payments. This report includes:

• Total revenue received that day across all locations.
• Total credit card fees paid on all Lightspeed Payments transactions.
• The net value of Lightspeed Payments transactions processed that day.

Scheduling the revenue report

Automatically generated reports can be scheduled to be sent once a week or once a day.

• Weekly: These reports are sent on Monday, and contain data from the previous Sunday through Saturday.
• Daily: These reports contain data from a single day. Lightspeed Payments sends a report the morning after a settlement is generated. For example, Monday’s settled transactions are included in Wednesday’s email.
  Note: If there are no transactions processed on a particular day, that report will be blank.

What's next?