With Lopay you’re able to run and export a range of reports to view detailed information about the activities in your Lopay account.
You can view and export your reports via the Lopay app or web portal:
In the App - Tap the 'My Reports' tile on your app home page or go to the 'Activity' screen and tap 'Reports'.
In the Web Portal - Login via the Lopay website or https://portal.lopay.com. Select from the options available under Reporting in the left-hand menu.
Easily access the following reports:
Statements - all money going in and coming out of your account, including a breakdown of all fees incurred.
Sales report - a detailed view of all your sales activity
Fees breakdown - a breakdown of all the fees incurred on your account
Point of sale report - a detailed view of your stock levels and product sales if you use the Shop function
All reports can be filtered through the drop-down menu at the top of the page by either day, week, month or financial year. Please note, your financial year end can only be set once.
Statements
Statements show all money coming in and going out of your Lopay account for a specific period, this includes all payments taken, payouts to your bank as well as spend via your Expense & Reward Card. You can drill into any of the transaction types for more information.
To view and export a statement:
Open your reporting dashboard within your Lopay app or the web portal.
Select Statement and use the filters at the top to filter by transaction type, team member or use the search feature if you need to narrow it down
Select Download statement
Choose to either Download as CSV or Download as Excel
Click Email me when done or wait for the statement to go to your downloads
Your statement will be exported as a zip file and broken down into separate files for each transaction type.
Statements will be displayed in reverse chronological order going back from the given "Ending" date to the given "Starting" date
Looking for your report for the last financial year? Go to Reports then scroll down and select 'see all' beside Recent Statements. Then select 'financial year' from the filter options.
Fee breakdown
To get a breakdown of the fees you have incurred during a certain period:
Open your reporting dashboard within your Lopay app or the web portal.
Select Statement and use the filters at the top to filter by transaction type, team member or use the search feature if you need to narrow it down
Click View fee breakdown
The fee breakdown shows Gross Sales, Gross Fees, Fee Discounts, and Net Fees.
Sales report
The sales report in Lopay shows the sales activity for a specific period of time, i.e. all payments taken via Lopay. It includes the following breakdowns:
Tips received
Taxes or VAT collected
Sales by channel, product, and team member
Lopay fees
Cash payments (if entered)
💡 Note: Sections will only appear if there's data for that activity.
To export the sales report in PDF:
Open your reporting dashboard within your Lopay app or the web portal.
Select Statement and use the filters at the top to filter by transaction type, team member or use the search feature if you need to narrow it down
Click into the relevant report
Click Download sales report
Click Email me when done or wait for the sales report to go to your downloads
Open up the PDF from your downloads folder
Point of Sale report
The Point of Sale report provides an overview of all of the products your business has sold during a specific period if you use the Shop feature within the Lopay app.
To view your Product report:
Open your reporting dashboard within your Lopay app or the web portal.
Select Point of Sale use the filters as needed
Click into the relevant report
Click Product report
Troubleshooting
The following can help resolve common questions or discrepancies in financial reports:
Check that the date range selected in your tax reports exactly matches your fiscal year.
Compare data by sales date and payout date separately for clearer reconciliation.
For any further questions or help, please email us at [email protected].