CS Payments Reports help you review your CS Payments activity, account balances, balance changes, and payouts for a selected date range. You can view four reports in your CommentSold dashboard and download them as CSV files for further analysis.
Use the table of contents below to navigate to specific sections of this article:
- What CS Payments reports can you access
- Access CS Payments Reports
- View and Download CS Payment Reports
- FAQs
What CS Payments reports can you access?
CommentSold provides four CS Payments reports. The date range you select applies to all four reports.
| Report | Description |
| Activity Summary | Provides a breakdown by reporting category for activity, including all transactions except for payouts. Itemized downloads include attribution dates, related charge IDs, customer IDs, etc. |
| Balance Summary - Individual Account |
Shows starting and ending balance in the CS Payments account. Starting balance is the sum of the available balance, pending balance, and Connect reserved balance. Changes to the balance come from activity (payments, refunds, transfers, etc.) and from payouts to the Shop’s bank (aggregated here and broken out in detail in the reports below). |
| Balance Change From Activity |
Detailed breakdown of the balance change from the activity line of the Balance Summary report. Includes changes to CS Payments balance from activity (payments, refunds, transfers, etc.), excluding payouts, as well as itemized downloads. |
| Payouts |
Detailed breakdown of the total payouts line from the Balance Summary report. Includes changes to CS Payments balance, from payouts to the Shop’s bank, as well as itemized downloads. |
Access CS Payments Reports
- Select Reports in the side menu of your CommentSold dashboard.
- Select CS Payments from the options listed at the top of the page.
- Use the Start Date and End Date fields to define the date range you wish to view. Selecting either field launches a calendar picker.
Your query will start processing as soon as you enter your date range. If you are pulling data from a large date range, then results may take a little longer to load. You can use the Email me when it's ready button to be notified when your search results are ready to view.
View and Download CS Payment Reports
You can view and download four different reports from this page: Activity Summary, Balance Summary - Individual Account, Balance Change From Activity, and Payouts.
- If wish to download a report, simply select the Download button to the right of the report description.
- On the pop-up, choose between Activity Summary or Itemized.
- Select Download.
The report will export as a .CSV file to your device.
FAQs
Which CS Payments reports are available?
You can access Activity Summary, Balance Summary – Individual Account, Balance Change From Activity, and Payouts.
Does the selected date range apply to all four reports?
Yes. The date range you enter applies to each of the four CS Payments reports.
Why is my report taking a while to load?
Reports covering larger date ranges may take longer to process. You can select Email me when it's ready to be notified when the results are ready to view.
Can I download transaction-level details?
Yes. Itemized downloads are available for the reports described as supporting itemized data. Activity Summary itemized downloads can include details such as attribution dates, related charge IDs, and customer IDs.
What file format do the reports use?
CS Payments reports download as CSV files, which you can open in a spreadsheet application.
Does the Activity Summary include payouts?
No. Activity Summary includes transactions except payouts. Use the Payouts report to review payout details.
What is the difference between Balance Change From Activity and Payouts?
Balance Change From Activity breaks down balance changes caused by account activity, such as payments, refunds, and transfers, excluding payouts. Payouts details the movement of funds from your CS Payments balance to your shop’s bank.