---
title: Settlement Report
slug: en/mms-settlement-report
description: Information about the Settlement Report page from the Settlement menu on the NICEPAY MMS - Back Office portal
image: https://archbee-image-uploads.s3.amazonaws.com/ZHvSjR5ZrsoxwKbJa3xmo/RKwpZtgu6W_DR3E5F9tQ4_microsoftteams-image.png
icon: {"faIcon":"fa-solid fa-list-check"}
docTags: 
createdAt: 2022-10-06T07:20:54.000Z
---

![](https://api.archbee.com/api/optimize/ZHvSjR5ZrsoxwKbJa3xmo/4kNvM3Tdm_4WrYKzzp0wG_settlement-settlement-report.png "Settlement Report")

This sub-menu assists Merchant to view Settlement report for all payment methods within the NICEPAY system. This sub-menu page divides into 2 sections; `Search Option` and `Search Result`.

::embed[]{url="https://youtu.be/s6BwQe82erU"}

The `Search Option` section is a form section used to input the search criteria of transaction data. All fields on the form are optional, however the search results are dependent on the chosen payment method. Merchant able to perform data search to be displayed on the `Search Result` or download data on Excel format.

The `Search Result` section is a section that displays data search results based on the inputted criteria from the `Search Option` section. Data from this section will appear after Merchant confirms the data searching process by pressing the `Search` button. The search results are displayed differently based on the chosen payment method from the `Search Option` section.



# Settlement Report

***

![](https://api.archbee.com/api/optimize/ZHvSjR5ZrsoxwKbJa3xmo/dSZoIi7emrdXUATw9MvB9_back-office-mms-41.png "Settlement - Settlement Report")

The `Search Option` section on *Total payment method* contains a general search form used to search all transaction data. The form consists of:

| **Name**        | **Description**                                                                                                                                                     | **Remark**                                                                                                                                                                                |
| --------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Merchant        | List of registered Merchant in NICEPAY system                                                                                                                       | Default: Total -> all Merchant                                                                                                                                                            |
| Date Type       | Settlement time type                                                                                                                                                | Default: Settlement Type                                                                                                                                                                  |
| Settlement Time | Settlement executed time                                                                                                                                            | Default: 00:00                                                                                                                                                                            |
| Date            | Transaction time in date and hour format                                                                                                                            | Default: today's date and 24 hour time interval                                                                                                                                           |
| Date(Within)    | Transaction time interval<br /><br />Time settings can be directly determined between today, 1 week, or 1 month                                                     | Default: Today                                                                                                                                                                            |
| Payment Method  | List of payment method that available on NICEPAY system                                                                                                             | Default: Total -> all payment method<br /><br />Dropdown option:<br />* Total
* Credit Card
* Virtual Account
* Convenience Store
* Click Pay
* E-Wallet
* Paylater
* Payout
* QRIS
* GPN |
| Trx Type        | Transaction type                                                                                                                                                    | Default: Total -> all transaction type<br /><br />Only available on Credit Card and Paylater<br /><br />Dropdown option:<br />* Total
* Full Payment&#x20;
* Installment                  |
| Status          | Transaction status                                                                                                                                                  | Default: Total -> all transaction status<br /><br />Only available on Credit Card and Paylater<br /><br />Dropdown option:<br />* Total
* Approved
* Refund
* Partial refund              |
| Search          | Button to process the keywords entered by the Merchant to search for data                                                                                           | Data search results will be displayed on the `Search Result` section                                                                                                                      |
| Excel           | Button to process the keywords entered by the Merchant for the file contain data summary to be downloaded                                                           | The file format will be downloaded in Excel format                                                                                                                                        |
| Excel(Details)  | Button to process the keywords entered by the Merchant for the file contain data detail to be downloaded<br />The file contains the detail of each transaction data | The file format will be downloaded in Excel format                                                                                                                                        |

The `Search Result` section on the `Date type: Settlement date` displays data based on the Settlement date. The table consists of summary of every transaction type available on NICEPAY.&#x20;

![](https://api.archbee.com/api/optimize/ZHvSjR5ZrsoxwKbJa3xmo/6gRl4EBdtD-5gW2_wW0d3_main.png "Search Result - Date type: Settlement Date")

The `Search Result` section on the `Date type: Approval/Purchase` is divided into 2 tables and used to displays data based on the transaction date. The first table show the summary of all transaction type that NICEPAY have. The second table show the detail of each Merchant data transaction.&#x20;

![](https://api.archbee.com/api/optimize/ZHvSjR5ZrsoxwKbJa3xmo/oRkx8nKeMhCOpeM3FVXnu_main-approval.png "Search Result - Date type: Approval/Purchase")

If the payment method option changes into more specific, data will not appear in the `Search Result` section. The data only can be seen through download process.

![](https://api.archbee.com/api/optimize/ZHvSjR5ZrsoxwKbJa3xmo/M4jiGDcr_sJs_sRaRbXCS_alert.png "Pop-up when showing data for specific payment method")



# Tutorial&#x20;

***

## Search Settlement Report Data

Here’s guidance for searching Settlement report data.

1. Open sidebar.
2. Select the `Settlement` menu.
3. Select the `Settlement Report` sub-menu.
4. Input the search term in the `Search Option` section.
5. Press the `Search` button to perform the data searching process.
6. The searched data will appear in the `Search Result` section.



## Download Settlement Report Data

Here’s guidance for downloading Settlement report data.

1. Open sidebar.
2. Select the `Settlement` menu.
3. Select the `Settlement Report` sub-menu.
4. Input the search term in the `Search Option` section.
5. Press the `Excel` button to download data summary in Excel format.
6. Press the `Excel(Detail)` button to download data detail in Excel format.
7. The searched data will download automatically.



# See also

::::VerticalSplit
:::VerticalSplitItem
Visit the [Pending Settlement](docId\:BV76TtSYkN6S77nmW53Zr) page to find out how to view Pending Settlement data history.
:::

:::VerticalSplitItem
Visit the [Seller Settlement](docId\:G9XVDy2uwlQaUHE6sgf9J) page to find out Seller Settlement Histor&#x79;*.*
:::
::::

