Understanding and Using the New mtCharge+ Payout Report

We’re excited to introduce the new Payout Report, built directly into the mtCharge+ platform.

Previously, payout reporting required accessing a separate Advanced Analytics dashboard. To simplify your workflow, we have integrated these reporting capabilities right where you manage your daily operations. You can now track payment activity, review transactions, and reconcile bank deposits all from one central location—no separate program or login required.

Key Benefits & What’s New

All-in-One Dashboard: Access your payment activity and deposit reporting without leaving mtCharge+.
Simplified Reconciliation: Quickly see what transactions, refunds, and fees were included in each payout.
Unified Visibility: View gross deposits, processing fees, refunds, and net payout totals in a single unified report.
Enhanced Search & Filtering: Filter data by date, deposit, fee, refund, purchase order number, invoice number, or transaction ID.
Seamless CSV Export: Download high-level payout summaries or detailed line-item breakdown reports directly to Excel.

Navigating to the Payout Report

Log in to mtCharge+.
Locate the main navigation sidebar on the left side of your screen.
Select Payout Report (marked with a New badge).

Understanding Your Payout Dashboard

When you open the Payout Report, the dashboard defaults to displaying data for the most recent month.

The top summary banner provides a quick overview of your monthly financial metrics:

Metric	What It Represents
1.Gross Sales	The gross total amount paid into your bank account and the total number of deposits for the selected month.
2.Deductions	Total processing fees incurred during the month, including your monthly mtCharge+ platform fee.
3.Net Payout	The final amount transferred to your bank account after subtracting total fees and any processed refunds.

Filtering, Searching, and Date Selection

Changing the Report Month

By default, the dashboard displays the current month. To view past activity:

Click the Month dropdown menu at the top of the report.
Select the month or date range you wish to review. (92 days is a standard quarter)

Note: Up to 12 months of historical data is readily available in the dropdown. If you require reporting data prior to the available 12-month window, please contact support with your specified time frame.

Searching and Filtering Transactions

You can refine your report view to pinpoint specific payouts or financial activity:

Filter by Transaction Type: Isolate view by Deposits, Fees, or Refunds.
Filter by transaction type: Search by Amount Range, PO Number, Invoice Number, or Transaction ID.Search Window: Built-in search and filtering query up to 90 days of transaction data at a time.

Viewing Detailed Deposit Information

To view the individual payment transactions that make up a specific bank payout:

Locate the deposit row you want to review.
Click the arrow icon next to the count under the Transaction Quantity column.
The table will expand to display all individual payment items, fees, and adjustments tied to that specific payout.

Exporting Payout Data

You can export summary data or granular transaction details directly into CSV format for external accounting and reconciliation.

Filter Your View:

Apply any desired date range, search terms, or transaction type filters to isolate the data you want to export.

Click Export:

Select the Export button located near the top right of the report table.

Select Export Type:

Choose your preferred export format:

Payouts only: Exports high-level deposit totals and monthly summary metrics.

Payouts + transaction details: Exports each deposit and its included transactions

Download File:

Click Export in the prompt to generate and download your CSV file.

Frequently Asked Questions: mtCharge+ Payout Report

Why is Tableau no longer available for payout reporting?

To give you a simpler, more seamless experience, we’ve brought payout reporting directly inside the mtCharge+ platform. Bringing payment management, transaction reviews, and deposit reconciliation into a single central location eliminates the need to maintain or log into a separate third-party reporting tool.

How do I access the new Payout Report?

Will historical data and reports from Tableau still be accessible?

Yes. Tableau has been decommissioned, but your full payout history—including historical data older than 12 months—has been migrated to the new Payout Report in mtCharge+.

How far back can I retrieve report data?

The report dashboard displays 12 months of historical data by default via the month dropdown. If you need to access records beyond 12 months, you can use the built-in search and filter functions to query older data.

Can I view chargebacks in the new report?

Not quite yet, but this feature is currently in active development! We will be adding dedicated visibility and tracking for account chargebacks in an upcoming release.

Can I subscribe to receive this report by email every month?

Automated monthly email subscriptions is expected to be available starting September 1, 2026. Once live, you will be able to schedule reports to send directly to your inbox automatically.

Last updated: August 11, 2026 20:39