When to use the Reporting API
Merchant Portal
Use the Merchant Portal to review settlements visually, open a settlement record, and check its recipient and included transactions. No API calls required.
Reporting API
Use the Reporting API to pull settlement reports on a schedule, reconcile them against your ledger, or load them into your accounting system or data warehouse.
Base URLs
Authentication
The Reporting API usesapp-id and secret-key as HTTP headers, the same credentials as the rest of the Hello Clever API suite. Reports are returned for the currency tied to the app-id you authenticate with.
Available endpoints
There is no separate download endpoint. Each entry carries
file_url, a pre-signed link to the CSV: fetch it with a plain GET and no authentication headers. See Settlement Reporting for the file format, the column reference, and how to reconcile a file against your ledger.
Quick start
List the reports generated in a period, then fetch a file from its link:file_url is pre-signed. It is also valid for only 3 minutes, so fetch it in the same run rather than storing it. If it has expired, list the report again by id for a fresh link.
Related APIs
- Get Balance Details V2: current available and pending balance per currency.
- Get Balance History V2: every balance movement, including the
settlemententries these reports list. - Settlement Service: the settlement modes available to you and how funds reach your beneficiary.