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Workflow 2: Monthly Residual Review
Complete workflow for reviewing monthly residuals.
- Wait for report availability.
ADDITIONAL INFORMATION
Reports are typically available by the 20th of each month. - Access the Reports section.
- Click on the most recent month's report.
- Review total residuals to check your earnings.
- Analyze by merchant to identify top performers and underperformers.
- Download CSV data for detailed analysis.
- Look for merchants with negative residuals or low volume.
- Decide on pricing adjustments or merchant outreach.