Weekly Braintree revenue and refund report for finance

Every Monday at 7am, generate a weekly Braintree revenue and refund performance report for finance leadership and deliver it by email and Slack. Run this on a cron schedule (Mondays at 7am), reporting on the previous seven days of activity.

Use Braintree Search Transactions to pull the last seven days of activity, including transactions that settled, were refunded, or were disputed. Use Braintree Search Disputes to pull any new disputes opened during the week. To measure the trend, also pull the prior seven-day window (transactions and disputes) so you can compute week-over-week changes.

From that data, compute gross processed volume, net revenue (settled amounts minus refunded amounts), refund count and total refund amount, refund rate, and dispute count. Then compute the week-over-week change for each figure versus the prior seven-day window. Braintree amounts are decimal strings in the transaction currency, so parse them carefully and keep the currency consistent throughout.

Identify the top customers by processed volume for the week, and call out anything unusual: a spike in the refund rate versus the prior week, an outsized single refund, or a cluster of new disputes. If the refund rate jumps meaningfully, name the likely driver where the data makes it clear.

Write a clean, executive-ready narrative report that leads with the headline numbers, explains the week-over-week movement, lists the top customers by volume, and flags anything that needs attention. Format all currency figures clearly (for example, $12,480.00) and state the reporting window explicitly.

Email the full report to the finance distribution list using Gmail Send a Message, with a clear subject line such as 'Braintree weekly revenue & refund report'. Then post a condensed headline version to the finance channel using Slack Send a Message. Keep the Slack version to a few lines covering net revenue, refund rate, and disputes so the team gets the gist at a glance.