> ## Documentation Index > Fetch the complete documentation index at: https://docs.taliuphq.com/llms.txt > Use this file to discover all available pages before exploring further. # Performance Reports > Generate and download Excel performance reports for merchants in your ISO scope — covering gross sales, refunds, payment mix, taxes, and per-merchant breakdowns. The **Performance Reports** page lets ISO admins generate merchant performance reports for any date range and merchant scope within their ISO. Reports are processed as background jobs and exported as multi-sheet Excel (.xlsx) files ready for download. Performance Reports page with the Generate New Report form on the left, the Report Information panel on the right, and an empty Generated Reports list below This page is only accessible to users with an ISO associated with their account. Users without an ISO assignment receive a 403 error. Reports are scoped to your ISO — you can only generate and view reports for merchants within your accessible ISO hierarchy. *** ## Generate new report Generate New Report form with Merchant Performance Report type, All Merchants checkbox, From and To date/time fields, and preset buttons for Last 7 Days, Last 30 Days, This Month, and Last Month | Field | Description | | ---------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Report Type** | Fixed to **Merchant Performance Report** — the only report type currently available. | | **Merchants** | Check **All Merchants** (default) to include every merchant in your ISO scope. Uncheck to reveal a searchable multi-select for targeting specific merchants by name or city. | | **From Date & Time** | Start of the reporting window. Defaults to the current date at 12:00 AM. | | **To Date & Time** | End of the reporting window. Defaults to the current date at 11:59 PM. Must be on or after the From date. | | **Quick Date Presets** | One-click shortcuts to fill the date range: **Last 7 Days**, **Last 30 Days**, **This Month**, or **Last Month**. | Click **Generate Report** to open the confirmation modal before the job is submitted. *** ## Report contents Report Information panel listing Report Contents, Export Format, and Process sections Each generated report is a multi-sheet Excel (.xlsx) file containing: * Portfolio summary with gross sales, refunds, voids, and net totals * Payment method breakdown — Cash, Visa, MasterCard, Debit, and other card types * Tips and taxes collected (GST, PST, HST) * Individual merchant performance metrics * Transaction counts and average ticket sizes The file is structured across multiple sheets for easy manipulation and analysis in Excel or Google Sheets. *** ## Generating a report Select your merchant scope (all or specific merchants) and set the From and To date range. Use a Quick Date Preset to fill the range automatically. The form validates your inputs and opens a confirmation modal showing the exact parameters — Merchants scope, From date/time, and To date/time. Review the parameters and click **Start Generation**. The job is submitted to the background queue immediately. Confirm Report Generation modal showing Merchants: All Merchants (7920), From: June 2, 2026 at 12:00 AM, To: July 2, 2026 at 11:59 PM, and a Start Generation button The new report appears in the **Generated Reports** list immediately with a **Pending** status. The list updates automatically as the job progresses — no page reload needed. *** ## Generated reports list The **Generated Reports** list below the form shows every report generated by your ISO, newest first. Each row shows the report type, merchant scope, date range, current status, generation timestamp, and available actions. ### Report statuses Generated Reports table row showing Merchant Performance report, Scope: 7920 selected merchants, Range: Jun 2 - Jul 2, with a grey Pending badge Generated Reports table row with a blue spinning Processing badge indicating the Excel file is being generated Generated Reports table row with a green Completed badge, a Generated On timestamp of July 2, 2026 at 01:57 PM, and a green Download button | Status | Meaning | | -------------- | ----------------------------------------------------------------------- | | **Pending** | The job has been accepted and is waiting in the processing queue. | | **Processing** | The job is actively running — the Excel file is being generated. | | **Completed** | The file is ready. A **Download** button appears in the Actions column. | ### Actions | Action | Description | | ------------ | ----------------------------------------------------------------------------------------------------------------------------------------- | | **Download** | Downloads the Excel file via a temporary signed URL. The link is valid for approximately 23 hours from the time the report was generated. | | **Delete** | Permanently removes the report record and its associated Excel file from storage. | Deleting a report is permanent. The Excel file is removed from storage and cannot be recovered. Download the file before deleting if you need to retain it.