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Where to Find Reports | Valor Portal

Learn how to access, view, and export your Batch and Transaction Summary reports within the Valor Portal. This guide explains where to find reports and how to export them in .xls format.

 
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Instructions

Valor Portal- Where to find reports Step 1

Select Reports in the sidebar menu.

Valor Portal- Where to find reports Step 2

From here, select the report you want to view or export — for example, Batch Report or Transaction Summary.

Valor Portal- Where to find reports Step 3

After selecting the report, you’ll see data for each store within your merchant profile.

Note: If there is only one store in your merchant account, you will see only one report.

Report Types
Report Description
Summary Report Provides a high-level overview of transaction activity within the selected date range, including total sales, refunds, tips, fees, and net amounts, summarized by batch or by store. Ideal for quick performance checks or end-of-day reconciliation.
Summary with Details Includes all Summary Report data plus individual transaction-level details such as each sale, refund, and adjustment, card type, transaction time, and terminal ID. Best used for troubleshooting discrepancies, verifying transactions, or reviewing employee activity.

  • To view report details, click the ellipsis (⋮), then select Show Details.

  • To export a report, check the box at the top, click Action, then select Export. Choose the desired format (use .xls unless instructed otherwise).