Customer Withdrawal Summary
Get a summary of withdrawal activity per customer. See total amounts withdrawn, paid versus unpaid breakdowns, and banking details in one report.
The Customer Withdrawal Summary report gives you an aggregated view of withdrawal activity per customer, rather than a row per request. For a row per individual request, see the Customer Withdrawals report instead. For each customer, you can see their total number of withdrawals, the total amount withdrawn, how much has been paid and how much is still outstanding, and their banking details. Use this report for a quick overview of your withdrawal obligations.
How to Generate
Go to Downloads in the left-hand menu.
Click Generate Report.
Select Customer Withdrawal Summary from the list.
Set your date range.
Click Generate.
You will receive an email when the report is ready.
Filters
Date range: Only include withdrawal requests submitted within this period.
What's Included
Each row represents one customer and includes:
Customer ID, name, and email address
Total number of withdrawal requests
Total amount withdrawn across all requests
Total amount paid
Total amount still unpaid
Number of paid requests
Number of unpaid requests
Average withdrawal amount
Date of their first withdrawal request
Date of their most recent withdrawal request
Bank account number, sort code, and IBAN
Payout account name
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