Reports overview

Overview

You can generate reports from the extensive financial data stored in Tipalti for bills, payments, tax, payees, and general audits, as well as create your own custom reports using Tipalti AI.

You can download up to 10 reports simultaneously and perform any other actions in the Tipalti Hub while reports are being downloaded. The download process is monitored in the File manager at the top of the Tipalti Hub screen.

Access your downloaded reports

The File Manager is your go-to tool for accessing downloaded reports. After a report is generated, it appears as processing in your file list. You'll receive an email notification when the report is ready or if there's an error, even if you're logged out.

After uploading or downloading files, it’s easy to track and manage your documents in the Tipalti Hub. By clicking on the upload / download button in the top right of the screen, you’ll see all your latest files.

Each file has a clear status — processing, pending, completed, or failed—along with relevant error and warning notifications for your uploaded and downloaded CSVs, PDFs, and more.

You can also Clear all files not in progress to declutter your file list.

You can also download a comprehensive file of bills directly from the Home screen in the Tipalti Hub, making it easier to perform batch analysis and informed decision-making.