---
title: Financial Reports
description: Access transaction data, automated payouts, and downloadable financial statements in one place.
---

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1. [CATA - Knowledge Base](https://help.cata.sg/en/knowledge-base?hsLang=en)
2. [Monitor Your Performance](https://help.cata.sg/en/knowledge-base/monitor-your-performance?hsLang=en)

# Financial Reports

## Financial Reports gives you access to transaction-level payment data, payout history, and downloadable settlement reports for your balance accounts.

**Category:** Monitor Your Performance | **Tags:** financial reports, transactions, payouts, settlements, billing | **Last updated:** March 2026

How to Access

Click Financial Reports in the sidebar under Monitor Your Performance.

 Sub-Modules

The Financial Reports landing page contains three sub-modules:

### Transactions Overview

Shows a list of every payment transaction processed through your Cata balance account within a specified time period. Use this to reconcile individual customer payments against your records.

### Payouts Overview

Displays a list of completed automatic payout settlements to your bank account. Each payout entry shows the settlement date, amount, and the transactions included.

*📌 Cata uses Adyen as its payment partner with a T+2 settlement schedule. This means funds are typically settled to your bank account two business days after the transaction date. See the Billing FAQ for the full settlement schedule.*

### Reports

Provides downloadable Sales & Settlement Reports for a selected time period. These reports include transaction-level detail, fee breakdowns, and tax splits — useful for monthly bookkeeping and reconciliation.

 Selecting a Balance Account

When you open any of the three sub-modules, you will be prompted to select a balance account (franchisee sub-account). If you only have one account, it will be pre-selected. Click Continue to proceed to the report.

When to Use Each Sub-Module

- Transactions Overview — For day-to-day transaction lookups and reconciliation
- Payouts Overview — For confirming when and how much was settled to your bank
- Reports — For monthly bookkeeping, invoicing review, and tax preparation

- [Getting started](https://help.cata.sg/en/knowledge-base/getting-started?hsLang=en#main-content)

    - [Navigating the Backoffice](https://help.cata.sg/en/knowledge-base/getting-started?hsLang=en#navigating-the-backoffice)
- [Monitor Your Performance](https://help.cata.sg/en/knowledge-base/monitor-your-performance?hsLang=en)
- [Grow Your Business](https://help.cata.sg/en/knowledge-base/grow-your-business?hsLang=en)
- [Manage Your Business](https://help.cata.sg/en/knowledge-base/manage-your-business?hsLang=en)
- [Billing & Account](https://help.cata.sg/en/knowledge-base/billing-account?hsLang=en)

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