Filing and winning a dispute is only part of the recovery lifecycle. Once a dispute is approved, your team still has to track down what was actually paid, match it to the right dispute and deduction, and get that information back into your ERP or internal systems. The Recoveries Report gives you a purpose-built export for exactly that work.
What is the Recoveries Report?
The Recoveries Report is a new dataset in Report Builder where each row represents one payment or mitigation - not a deduction, and not a dispute. It's built specifically to answer the question "What did we actually get back?"
Use it when you need to:
Match recovered cash to the correct dispute and deduction in your ERP
Reconcile check numbers and payment amounts against your internal accounting records
Track recovered vs. approved vs. paid amounts across retailers
See which recoveries were driven by SPS versus self-disputed outside SPS
Note:
Note:
The Recoveries Report is the first of two new reconciliation-focused datasets. A companion Disputes Report (for reconciling dispute status, one row per dispute attempt) is planned for a later release. Until then, the Disputes tab in Report Builder will show as "Coming Soon."
Where to find it
From the Home menu, go to Reporting.
On the Datasets tab, you'll see three report types:
Deductions - one row per deduction, for measuring
Disputes (Coming Soon) - one row per dispute attempt
Recoveries (New) - one row per payment or mitigation
Click Build a Recoveries Report, or select the Recoveries tab from the top navigation.
Building your report
The Recoveries Report builder is organized into three sections. You can download with the default (widest) filters to get everything, or narrow the results before exporting.
1. Customer Information
Field | What it does |
Report Title | Names your export file. Special characters ( |
Supplier(s) | Choose which of your supplier/retailer accounts to include. All active suppliers are selected by default. |
2. Date Information
Field | What it does |
Date Type | Determines which date field the report filters on. For example, Approved date. Open the dropdown to see all available date types and pick the one that matches your reconciliation window. |
Date Range | Toggle between Rolling (a relative window like "All Time" or "Last Week") and Custom (a specific start and end date). |
Timeframe (Rolling) | Select a preset window. |
Start Date / End Date (Custom) | Enter a specific date range. |
3. Amount Information
Field | What it does |
Amount Types | Choose which amount field to filter on. For example, recovered amount, approved amount, or paid amount. |
Minimum / Maximum | Set a dollar range for the selected amount type. |
Recovered by SPS | Check this box to limit results to recoveries SPS pursued on your behalf. Leave it unchecked to include self-disputed recoveries as well. |
As you adjust filters, the record count in the bottom-left updates so you know roughly how many rows to expect before you download.
Downloading
Clear Filters resets the form back to its widest defaults.
Download Report exports your results as a file you can open directly in Excel or import into your ERP/reconciliation tool.
What's in the export
Each row in the Recoveries Report reflects a single payment or mitigation and includes the details you need to tie it back to your systems, including:
Retailer
Recovered amount (the amount attributable to SPS), approved amount, and paid amount
Check number
Linked dispute and deduction references
Solution and revenue-loss type
Dispute date, approved date, and recovery date
Because the export is keyed to the payment itself, it holds up even in cases where a single deduction has multiple disputes or multiple recovery payments, a scenario that's easy to lose track of using the Deductions export.
Using it for cash application / ERP reconciliation
A typical workflow looks like this:
Set Date Type to the date your team reconciles against (for example, Recovered), and choose the period you're closing out.
Leave Amount Types set to All on your first pass to see the full picture, or filter to a specific amount type if you're matching against a known figure.
Download the report and match each row's check number and dispute/deduction reference against your ERP's open items.
Use the Recovered by SPS checkbox to separate recoveries SPS drove from self-disputed recoveries, if your team tracks those differently internally.
Repeat on a recurring basis — many teams run this weekly or monthly as part of their close process.
Related features
Scheduled Reports: Once you've dialed in the filters you want, look at the Scheduled Reports tab to see if a recurring export can keep this data flowing into your process automatically without a manual re-download each time.
Deductions Report: Still the right tool for measuring total deduction exposure and Revloss across retailers, claim codes, and date ranges.