Dashboard

The users with the Account manager role have access to the Dashboard tab that visualizes transaction data on the 4 charts. By default, the charts display data for the last 3 days. Currently, the following charts are available:

Conversion graph
Decline codes
Successful transactions
Daily history

All filter fields are available for all the four charts on clicking the gear icon. The filter fields correspond to the relevant fields in the reports. The possible values for the fields may differ depending on the chart.

Parameter	Description
From	The start date of the reporting period. By default, set to current day minus 2 days. The maximum reporting period is 90 days.
To	The end date of the reporting period. Not earlier than a date in the From field. By default, set to current date. The maximum reporting period is 90 days.
Date range on trx	Transaction date and time. Possible values: Creation date: date and time when a transaction is created in the system. Paid date: date and time when a transaction is processed by an acquirer or a provider. Settlement date: date and time when a transaction is cleared (transaction amount is settled to a merchant account). Updated date (available only for the Decline codes chart): the day when the transaction was updated.
Time zone	Relevant time zone for the dashboard. After the time zone is specified, the system recalculates the transaction dates and time to the selected time zone.
Recurring type	A transaction recurring type. Possible values: All: to see transactions of all statuses. Set by default. Not recurring transaction: to see transactions that are not recurrent. Recurring transaction: to see all recurring transactions . Initial recurring transaction: to see all initial payments for recurring transactions.
Merchant	Merchant’s company name, as indicated upon merchant registration. Possible values: None: the system will generate a dashboard on transactions of all registered merchants. Set by default. All: the system will generate a dashboard on transactions of all registered merchants. Company name: the system will generate a dashboard on transactions processed in favor of this merchant.
Shop	A name of the merchant’s shop, as indicated when a merchant shop was added. Possible values: None: the system will generate a dashboard on transactions of all registered merchant shops. Set by default. All: the system will generate a dashboard on transactions of all registered merchant shops. Merchant shop name: The system will generate a dashboard on transactions initiated through this shop. The available values depend on the value in the Merchant field.
Gateway	Payment gateway, processor, or acquirer. Possible values: None: the system will generate a dashboard on transactions processed by all payment gateways, providers, or acquirers. Set by default. All: the system will generate a dashboard on transactions processed by all payment gateways, providers, or acquirers. Payment gateway, provider or acquiring bank name: The system will generate a dashboard on transactions processed by this payment gateway, provider, or acquirer depending on the value in the Merchant and Shop fields.
Payment method	Payment method used to make a transaction. Possible values: None: the system will generate a dashboard on transactions initiated by all payment methods. Set by default. All: the system will generate a dashboard on transactions initiated by all payment methods. Payment method name or brand: the system will generate a dashboard on transactions initiated by this payment method depending on the value in the Merchant, Shop and Gateway fields.
Country	Country of a customer. Possible values: None: the system will generate a dashboard on transactions initiated from all countries. Set by default. All: the system will generate a dashboard on transactions initiated from all countries. EU: The system will generate a dashboard on transactions initiated from all countries of the European Union. Non-EU: The system will generate a dashboard on transactions initiated from all countries outside the European Union.
Currency	Transaction currency. Possible values: All: the system will generate a dashboard with data grouped by each currency. Set by default. Available only for Conversion graph and Decline codes charts. Currency out of the list: the system will generate a dashboard on transactions processed in this currency. For Successful transactions and Daily history charts the default currency is the one specified first in the currencies field in the System settings.
Transaction type	Transaction type. The value of this filtering field can be changed only for Decline codes chart. For the other charts the Transaction type field is autofilled with the following values: Conversion graph: payments and authorization. Successful transactions: payment and capture. Daily history: payment and capture.
Status	Transaction status. This field is disabled for editing and is set to the following values: Conversion graph: All Decline codes: Failed Successful transactions: Successful Daily history: All