Building reports from Allocations

Introduction

At Ping, we aim to give our tenants full visibility and control over their financial flows. Instead of offering rigid, pre-defined reports, we provide flexible APIs that allow tenants to build reports tailored to their own needs and systems.

One key moment for reporting is when a disbursement has been made—this represents funds being paid out to multiple recipients. By using our Allocations API, tenants can generate custom reports that reflect exactly how and when funds were distributed.

This approach enables integration with internal dashboards, accounting systems, or external reporting tools, without being limited by a fixed report format.

Step-by-step guide

Even tough there are many possible reports which can be generated with help of the Allocations API, in this step-by-step guide we will focus on the most common reporting need, to be able the report to your merchant exactly what have been disbursed, where the funds originate from and in a transparent way show all underlying fees.