Itemized annual reports

[vpstoltz]

Can anyone help me with finding annual (or even monthly) reports that are itemized into columns?
The reports that I find are all balance effected with income, fees, taxes, etc. balanced all in one single column.

As much as I don't like Etsy, at least it reporting is helpful in separating all these expenditures into separate columns.

[esid721248]

Hi @ vpstoltz,

Thank you very much for your query.

In order to bassist you in extracting an itemized annual report, you may want to check on these steps:

1.  Login to your PayPal account

2.  Select the 'Reports' tab

3.  For detailed activity, go to 'Activity Download'

4. On the activity download, it will take you to 'Create New Report'

5. You can select the transaction type, date range, and format.  Please take note for CSV (Excel) format, you will be able to see more data like transaction ID and Invoice ID.

6. Once you have made a selection, click 'Create report'

7. For more data filters, click on 'Edit Download Fields'

Please note that you can use the activity download for the following:

- frequently asked data

- reconcile bank transactions and settlements

- view custom invoice numbers

- see transactions by card type

- view shopping cart data

- view EBay data

Hope this helps.