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The Settlement Summary Template provides a simplified display of details by each order using a Microsoft Excel pivot table. View the Payments Statement View report.
The pivot table is built from the settlement Flat File V2 report. The flat file report displays fee and sale amounts for each order on separate rows. The pivot table enables you to see a summary of all fees and sales for a specific order in one row. Follow these steps to take advantage of the pivot table in the Settlement Summary Template.