Understanding your sales means knowing the performance of your business, yet it can be frustratingly difficult to get the correct data in a timely manner to help you understand and make important decisions about your business. Often, it's part of someone's job to calculate and curate critical reporting data on a regular basis, time that could be better spent doing value-add and strategic things.
Be always in the know of what’s happening in your sales and why
We built this automated reporting template to send to you a regular report of any saved view from our Insights feature, so you have the information you need at your fingertips.
WhenThen’s platform not only allows you to get a holistic view of your payments performance by aggregating transaction data across payment service providers, but we also allow you to create custom reporting views that can be saved and sent to the people who need it most.
Get started with this basic automation today and see how WhenThen improves your payment operations function