For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
Developer Docs
Merchant HubMarketingDeveloper GuidesAPI Reference
Merchant HubMarketingDeveloper GuidesAPI Reference
    • Merchant Hub
  • Partnering with Truemed
    • How Truemed Works
    • What Is Required to Get Started
    • Eligibility & What Businesses Qualify
    • Compliance
  • Getting Started
    • Welcome to Truemed
  • Set Up Truemed
  • Implementation
  • Truemed Dashboard
    • SKUs
    • Qualifications
    • Account Settings
  • Troubleshooting
  • Staff Training & FAQs
    • How Truemed Works (Team Overview)
    • The Customer Checkout Experience
    • Common Customer Questions
    • Refunds, Returns & Disputes
    • When to Escalate to Truemed
  • Resources
    • Truemed Dashboard: Viewing Order Details
Developer Docs
LogoLogo
On this page
  • Report Types
  • How to Download Reports
  • Understanding Report Data
  • Need Help?
Resources

Truemed Dashboard: Viewing Order Details

Was this page helpful?
Previous
Built with

The Truemed Merchant Dashboard allows you to download reports for tracking payments, refunds, and payouts. These reports help you reconcile transactions efficiently and provide a clear financial overview.

Report Types

When you click “Download report” from the Payments Dashboard, Truemed generates and emails two separate .CSV files:

  1. Payouts Report (.CSV)

    • Contains a summary with one row for each daily bank transfer.

  2. Payments + Refunds Report (.CSV)

    • Provides a detailed breakdown of transactions, including:

      • One row for each refund event

      • One row for each purchase

      • A “type” field for categorization

How to Download Reports

  1. Log in to your Truemed Merchant Dashboard.

  2. Navigate to the Payments Dashboard.

  3. Click “Download report”.

  4. You will receive an email with two .CSV file attachments:

    • Payouts Report

    • Payments + Refunds Report

Understanding Report Data

  • Payouts Report: Summarizes daily bank transfers, helping track incoming funds.

  • Payments + Refunds Report: Lists individual transactions, including purchases and refunds, allowing you to reconcile payments with associated payout IDs.

Need Help?

If you have any questions about your reports or need further assistance, contact Truemed’s support team for guidance at merchants@truemed.com.