---
title: Organization-Level Merchant Reports
description: View and download consolidated merchant reports across all your ClickBid events. Organization-level merchant reporting lets admins track transactions, fees, and sales in one place.
---

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# Organization-Level Merchant Reports

#### Learn how to access, export, and review your organization’s merchant reports to better manage event transactions.

### 📈 💳 Organization: Merchant Reports

---

**Email Data as CSV**

To export all your merchant report data as a CSV file:

**Step 1:** Navigate to the **Organization** tab, then the **Merchant Reports** section.

**Step 2:** Please **enter the date range for which you would like to view the reports** in the CSV. This will ensure the data displayed aligns with your selected timeframe.

**Step 3:** Check the box labeled “I want all data regardless of date range.”

**Step 4:** Enter the email address where you would like the report to be sent.

**Step 5:** Click Submit.

✅ This will include all available merchant report data, regardless of when the transactions occurred.

![](https://support.cbo.io/hs-fs/hubfs/image-png-Feb-09-2026-02-05-30-7378-AM.png?width=670&height=133&name=image-png-Feb-09-2026-02-05-30-7378-AM.png)

### 🔄💰 Reconciled Transactions

---

**Step 1:** Select the Date Range relevant to the transactions you want to view.

 

**Step 2:** All ![](https://support.cbo.io/hs-fs/hubfs/image-png-Feb-09-2026-02-06-03-0891-AM.png?width=670&height=204&name=image-png-Feb-09-2026-02-06-03-0891-AM.png)merchant reports from events within that range will be displayed once clicking the submit button.  
![](https://support.cbo.io/hs-fs/hubfs/image-png-Feb-09-2026-02-06-56-9830-AM.png?width=670&height=362&name=image-png-Feb-09-2026-02-06-56-9830-AM.png)

a. If multiple events had payouts on the same date, they will be listed under that date.

![](https://support.cbo.io/hs-fs/hubfs/image-png-Feb-09-2026-02-07-31-1641-AM.png?width=670&height=192&name=image-png-Feb-09-2026-02-07-31-1641-AM.png)  
b. The last 4 digits of the bank account where the funds were deposited will display under the payout date.   
![](https://support.cbo.io/hs-fs/hubfs/image-png-Feb-09-2026-02-08-25-7145-AM.png?width=506&height=106&name=image-png-Feb-09-2026-02-08-25-7145-AM.png)

**Step 3:** A CSV report is available for each event payout, allowing you to view or print detailed transaction data.

![](https://support.cbo.io/hs-fs/hubfs/image-png-Feb-09-2026-02-09-02-2560-AM.png?width=1380&height=223&name=image-png-Feb-09-2026-02-09-02-2560-AM.png)

 

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