How to Use Payreq Reports

The Reports menu in Payreq gives you access to real-time insights and exportable summaries across your mail delivery, payments, registration, and billing activity. 

You can find it in the top navigation bar. Each item in the dropdown opens a standalone view. 

Read more: 

1. Monthly Report

Enables you to run monthly summary, billing summary or billing detail reports for tyour accounts. You can select a report for the current month, the previous month, the last 3 months, last 6 months or all.

Use this to track trends over time.

2. Sent Mail Overview

A graph and data table view showing how many items were sent, by channel and date.

Features:

• Group data by Channel, Format, Document Type, etc.

• Filter by date range

• Export CSV of sent volumes

Use this report to:

• Compare digital vs paper delivery

• Track volume trends across agents or mailhouses

• Analyse peaks by campaign

3. Email Activity

Shows open rates and delivery status for emails sent via Payreq (e.g. direct to customers).

You can:

• See how many people opened or didn’t open

• How many emails bounced

• Investigate failed sends

Ideal for:

• Optimising email engagement

• Troubleshooting missed notices

4. Bill Payments

If payments are enabled, this report lets you track what has been paid and when.

Includes:

• Amount paid

• Date and reference numbers

Use this to:

• Track trends

• reconcile payments

5. Auto Payment

This report lists all the active Auto Payment schedules. Bills issued after the auto payment activation date will be paid automatically.

Gives you a view of:

• When autopayments were activated

• Autopayment limits

• Amount payable

• Payment Day

• Whether or not there is an appropriate limit set. 

6. Registration Summary

Breaks down how many customers are subscribed by channel.

Useful for:

• Monitoring digital uptake

• Identifying drop-offs

• Exporting active/inactive lists

7. Archived Bills

This report details any archive activity for the selected dates.

8. Agents Downloads

Enables you to generate a report showing all agents with bills awaiting download.