# Read the summary reports on a schedule

[Choose a reporting strategy](https://devportal-simpay-sbx.winkpg.io/docs/decide/reporting-strategy.md): Whether to ask this platform for payment data on a schedule, or to have it sent to you as it happens, and what each one costs you to run.

One request returns the figure you were going to compute, already computed.

**Your answers so far**

- What does your reporting need from each payment? A periodic total. Counts and amounts over a day, a week, or a month.
- How current do the totals have to be? A figure computed on a schedule answers the question.

**What to build**

Call the merchant summary report for totals over a period, and the payment type summary when the split by card, ACH, and the rest is what you are reporting. Run it on the cadence your report is published on. Don't build a webhook receiver for this: you would be accumulating a number this platform will hand you in one call.

**Worth knowing**

- Ask for a closed period. A total over a window that includes the current hour changes between two runs, which reads as a discrepancy in a report that's behaving correctly.
- Settlement, refunds, and chargebacks move a figure after the payment. Decide which of those your total is supposed to reflect before you compare two runs against each other.

**Where to go next**

- [Merchant summary report](https://devportal-simpay-sbx.winkpg.io/docs/api/transactionSummaryGetMerchantSummary.md)
- [Payment type summary report](https://devportal-simpay-sbx.winkpg.io/docs/api/transactionSummaryGetPaymentTypeSummary.md)
- [Transaction lifecycle and settlement](https://devportal-simpay-sbx.winkpg.io/docs/guides/transaction-lifecycle-and-settlement.md)
- [Getting started with the API](https://devportal-simpay-sbx.winkpg.io/docs/guides/api-getting-started.md)

- [Start over](https://devportal-simpay-sbx.winkpg.io/docs/decide/reporting-strategy.md): go back to the first question.

## See also

- [All documentation](https://devportal-simpay-sbx.winkpg.io/llms.txt): the machine-readable index of every public page on this site.