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The PayPal dashboard provides a user-friendly way to generate and download reports without any coding requirements. This no-code solution is perfect for merchants who need occasional reports or want to get started quickly.

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Prerequisites

To download reports from your dashboard, you need to have:
  • PayPal Business account login access.
  • Report viewing permissions.
  • A clear understanding of required date ranges and filters.

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Steps to download reports

  1. Log into PayPal Business Account
    • Navigate to your PayPal Business dashboard.
    • Ensure you have the necessary permissions.
  2. Access reports Ssection
    • Click on “Reports” in the main navigation.
    • Select “Activity Download” or relevant report type.
  3. Configure report parameters
    • Set date range for the data you need.
    • Choose transaction types to include.
    • Select file format, such as CSV or PDF.
  4. Generate report
    • Click “Create Report” or similar action button.
    • Wait for processing to complete.
  5. Download file
    • Download the generated report file.
    • Save to your preferred location.

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Warnings

  • Large date ranges may take longer to process.
  • Some reports have daily download limits.
  • Historical data availability may be limited.

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Best practices

  • Use specific date ranges to reduce file size.
  • Download reports regularly to avoid data limits.
  • Keep downloaded files secure and organized.
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