Standard Reports vs Custom Reports
Custom Reports lets users select and combine specific data fields from various Razorpay entities (e.g., payments, refunds, settlements). Generate customised reports that provide precise data configurations, moving beyond standard predefined formats to suit operational requirements. Start with Standard Reports to understand your data and establish reporting routines. Use Custom Reports when:- You are manually combining data from 2+ Standard Reports regularly.
- Your business complexity requires multi-entity analysis.
- Strategic decision-making needs deeper, correlated insights.
Use Cases
Here are a few use cases of Custom Reports.Enhanced Financial Reconciliation
With access to detailed fields across all transaction types, you can build reports that streamline your reconciliation processes by:- Matching payments to settlements with precise timing data
- Tracking refunds against original transactions
- Monitoring fee structures and tax implications
- Analysing transaction flows across different payment methods
Comprehensive Tax and Compliance Support
The schema includes extensive tax and fee tracking across all entities, enabling you to:- Generate tax reports with precise breakdowns by transaction type
- Track GST implications through vendor data
- Monitor TDS categories and compliance requirements
- Create audit trails with detailed transaction histories