Settlement reports and bank account statements.

Schedule and download CSV/PDF settlement reports. Generate custom bank account statements for any date range, useful for reconciliation, accounting exports, and regulatory reporting.

Schedule and download a settlement report

{:ok, report} = Column.Reporting.schedule_settlement_report(%{
  date: "2024-06-01",
  format: "csv"
})

# Poll until ready, then download
{:ok, report} = Column.Reporting.get_settlement_report(report["id"])
# report["url"] is a signed download URL when status == "ready"

Custom bank account statement

{:ok, statement} = Column.Reporting.get_bank_account_statement(%{
  bank_account_id: "bacc_123",
  start_date: "2024-01-01",
  end_date: "2024-06-30",
  format: "pdf"
})