> For the complete documentation index, see [llms.txt](https://support.paycargo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.paycargo.com/general/account-information/how-to-generate-reports.md). # How to generate reports ### Overview PayCargo allows you to generate detailed reports to help track and reconcile freight payments through your dashboard. You can review transactions, fees, and payment status in one place, with options to export reports for auditing. ### How it works

Type of report		Cover image
Reports for Payers	Access reports for debited transactions to reconcile payment activity and track expenses, fees, and transaction status. Available reports include the Credit Card Transactions Report and Shipper ACH Reconciliation Report, among others.	View demo- cover (2).png	https://app.arcade.software/share/LLAUzZnmP0p1FyW3rGWp
Reports for Vendors	Access reports for received transactions to reconcile payments and track activity. Available reports include the Carrier Refunds Report and ACH Reconciliation Report, among others.	View demo- cover (2).png	https://app.arcade.software/share/53p05AB2yTtkAoVqsFeR

#### Accessing batch reports Reports cannot be searched or filtered directly by batch number. To reconcile payments from a batch, [**contact PayCargo Support**](mailto:support@paycargo.com) for a full report. In your communication, include: * Batch Number * Date of the charge * Account credentials (email and name of user) #### Report customization Reports customization is possible through PayCargo. Our team can help tailor reports to fit your reconciliation needs, including: | Applying custom date filters for any time period | Scheduling reports to generate automatically | | ----------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------- | | Viewing expenses paid, fees, and transaction status | Tracking ACH (overnight debit) and other payment methods in one view | ### Key benefits | Fast reconciliation | Flexible reporting | Automated scheduling | Complete visibility | | ------------------------------------------- | ------------------------------------------------ | -------------------------------------------- | ------------------------------------------------ | | Access detailed transaction data in minutes | Customize date ranges and export to Excel or PDF | Set reports to generate on a recurring basis | Track ACH and other payment methods in one place | --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://support.paycargo.com/general/account-information/how-to-generate-reports.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.