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Generate a Report

To generate a report, you can either navigate to Reports on the RazorpayX Dashboard or follow the steps below:
1

Log in to your [RazorpayX Dashboard](https://x.razorpay.com/).

Log in to your RazorpayX Dashboard.
2

Click **Vendor Payments** in the left navigation menu.

Click Vendor Payments in the left navigation menu.
3

Click **View More Filters** and apply the required filters.

Click View More Filters and apply the required filters.
4

Click the download icon.

Click the download icon.
5

Select the report you want to generate:

Select the report you want to generate:
  • Vendor Payments
  • Payouts on Vendor Payments
  • Auto TDS Calculation
  • Vendors
6

Select the date range/duration for which you want to download data.

Select the date range/duration for which you want to download data.
7

Select the **Include Invoice Files** option, if you want to include...

Select the Include Invoice Files option, if you want to include the uploaded invoices in the report. This is applicable only for the Vendor Payments report.
8

Select the format for the report. You can download them either as `...

Select the format for the report. You can download them either as csv or xlsx files.
9

Click:

Click:
  • DOWNLOAD to download the report and save it on your system. It may take up to 10 minutes.
  • EMAIL to email the report to yourself or your team members.

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Types of Vendor Payment Reports

The following are the types of reports available for vendor payments on the RazorpayX Dashboard.

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Report | Description | Sample

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Vendor Payments | Consolidated vendor payments report. If an invoice has got two payments against it, the report will reflect it on the same row. You can also download the attached invoices as a .zip file. | Report

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Payouts on Vendor Payments | Provides information about payouts associated with vendor payments respectively. If an invoice has got two payments against it, the report will reflect it in two rows. | Report

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Auto TDS Calculation | Gives information about additions and deletions to the auto TDS calculations on Vendor Payments, both category-wise and each record wise. | Report

Vendors | Provides a list of all the vendors in the system, along with their contact information, tax-related information, fund account details and other relevant data such as vendor portal enabled/disabled status. | Report

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Share Reports with CA

You can share the invoice report with your Chartered Accountant or Financial Manager via the CA user role feature available in RazorpayX.