For users with access to transaction history, your “Dashboard” will provide at-a-glance statistics regarding the recent performance of your site reference(s).
Required user roles
Basic user, Developer 2, Site admin, Site user, Site user 2, Transaction admin, Transaction admin 2, View only transactions, View only transactions 2, “View only transactions, fees and merchant statements”.
How to access
This page is shown on sign in. You can get back to this page at any time by clicking “Dashboard” on the side-bar.
Changing dashboard output
The “Dashboard” provides at-a-glance statistics regarding the recent performance of your site references. There are a number of views you can choose from, all of which use different methods to present this information. To change the view displayed, use the drop-down provided in the upper-right of the dashboard. Read on for further information on these different views.
Clicking the “Percentage shift” option will display a table containing the growth rate for your site references. These statistics are calculated by comparing the volume processed so far over the course of the current month (e.g. 1st-14th June), to the corresponding periods of the prior months (e.g. 1st-14th May, 1st-14th April, etc.). This includes all card authorisation requests processed (regardless of successful / declined response and final settle status).
You can sort the data by different columns by clicking their respective headers.
At the bottom of the table, the percentages for all of your site references, for each given month, are averaged and summarised in the “Total (all sites)” row.
If your user account has access to a large number of site references, only the top 25 site references will be displayed, as determined by total volume processed over the time period displayed.
In this scenario, the total percentages displayed at the bottom of the table are divided into two values:
- The first row “Total (top 25)” covers the top 25 site references.
- The second row “Total (all sites)” covers data averaged from all of your site references.
For further insight, we also provide a final row, called “Top/Total %”, which shows the proportion of volume processed through your site references that can be directly attributed to the top 25 site references. This is presented in the form of a percentage, with 100% indicating that all transaction volume was processed through your top 25 site references, and 0% indicating that no volume was.
The “Percentage shift” view only includes credit/debit card payments.
This is used to display authorisation count and volume data for the given site reference over the last 24 hours. The graphs are generated using data from requests processed on your currently-selected site, which is displayed at the top of the page. To reload the graphs with data from a different site, type a new site reference into this box, select it from the drop-down box displayed and click “Change site(s)“.
You can select multiple site references
If you type and select multiple site references, the graphs will display the combined totals from all of the specified site references.
Please note that the graphs displayed are not updated in real-time.
They are updated approximately every hour.
Total counts
This pie chart displays the total number of authorisation requests processed on your selected site reference over the last 24 hours. This number is divided into authorised, declined and Soft decline, as shown in the screenshot below:
Acquirer response error
This bar chart displays the number of errors that occurred while processing requests on your selected site reference over the last 24 hours. Each bar represents a different type of error that has occurred. If your account has been configured with multiple acquiring banks, you can filter based on the bank by using the drop-down found in the upper-right of this panel.
Counts
This graph displays the quantity of authorisation requests processed on your selected site reference over the last 24 hours. This is shown using three lines, representing the number of transactions that were successfully authorised, declined and also soft declines.
- Successful authorisations are defined as payment requests that have been authorised by the customer’s issuing bank and your own acquiring bank.
- Note that declined transactions do not include payments that have been suspended or cancelled at a time following successful authorisation, such as in cases when fraud is detected or the payment has been updated manually.
Volumes
The second graph is used to plot the total amount of funds that have been authorised over the last 24 hours.
Currencies
There is a drop-down menu in the top-right of this panel that allows you to restrict data displayed in the graphs to transactions processed in a single currency of your choosing. For example, if “£ GBP” is selected, only transactions processed in British Pounds will be displayed, and any transactions processed in Euros or United States Dollars would be hidden. And by switching to “Euro”, the British Pound transactions would then be hidden and Euro transactions would be displayed in their place.
- The totals will include authorisations with any authmethod value (including split shipments).
- They will also include transactions converted into their final currency following DCC.
The graphs do not display the combined total count and volume of settled authorisations across all currencies, due to the nature of fluctuating conversion rates.
Be aware that neither of these graphs will take refunds into account.
This is used to display authorisation count and volume data for the given site reference over the last 7 days. The graphs are generated using data from requests processed on your currently-selected site, which is displayed at the top of the page. To reload the graphs with data from a different site, type a new site reference into this box, select it from the drop-down box displayed and click “Change site(s)“.
You can select multiple site references
If you type and select multiple site references, the graphs will display the combined totals from all of the specified site references.
Please note that the graphs displayed are not updated in real-time.
They are updated approximately every hour.
Total counts
This pie chart displays the total number of authorisation requests processed on your selected site reference over the last 7 days. This number is divided into authorised, declined and Soft decline, as shown in the screenshot below:
Acquirer response error
This bar chart displays the number of errors that occurred while processing requests on your selected site reference over the last 7 days. Each bar represents a different type of error that has occurred. If your account has been configured with multiple acquiring banks, you can filter based on the bank by using the drop-down found in the upper-right of this panel.
Counts
The top-most graph displays the quantity of authorisation requests processed on your selected site reference over the last 7 days. This is shown using four lines, representing the number of transactions that were successfully authorised, declined, soft declines and a final line that represents the number of transactions that were successfully settled.
- Successful authorisations are defined as payment requests that have been authorised by the customer’s issuing bank and your own acquiring bank.
- Note that declined transactions do not include payments that have been suspended or cancelled at a time following successful authorisation, such as in cases when fraud is detected or the payment has been updated manually.
Volumes
The second graph is used to plot the total amount of funds that have been authorised and settled over the last 7 days.
Currencies
There is a drop-down menu in the top-right of this panel that allows you to restrict data displayed in the graphs to transactions processed in a single currency of your choosing. For example, if “£ GBP” is selected, only transactions processed in British Pounds will be displayed, and any transactions processed in Euros or United States Dollars would be hidden. And by switching to “Euro”, the British Pound transactions would then be hidden and Euro transactions would be displayed in their place.
- The totals will include authorisations with any authmethod value (including split shipments).
- They will also include transactions converted into their final currency following DCC.
The graphs do not display the combined total count and volume of settled authorisations across all currencies, due to the nature of fluctuating conversion rates.
Be aware that neither of these graphs will take refunds into account.
The “Top sites” view provides you with greater insight into the recent performance of your highest-performing site references. Bar charts are shown at the top of the page, displaying the volume of transactions processed on each site reference over the last three months of trading. If you hover your cursor over these bars, a tooltip is shown that contains the exact numbers used to generate the chart.
Below the bar charts, a table is displayed containing the volume processed by each of your highest-performing site references over the last three months, broken down by month. There are also percentages displayed that show you the percentage growth between each month.
You can sort the data by different columns by clicking their respective headers.
At the bottom of the table, the percentages for all of your site references, for each given month, are averaged and summarised in the “Total (all sites)” row.
If your user account has access to over 25 site references, the total percentages displayed at the bottom of the table are divided into two values:
- The first row “Total (top 25)” covers the top 25 site references.
- The second row “Total (all sites)” covers data averaged from all of your site references.
For further insight, we also provide a final row, called “Top/Total %”, which shows the proportion of volume processed through your site references that can be directly attributed to the top 25 site references. This is presented in the form of a percentage, with 100% indicating that all transaction volume was processed through your top 25 site references, and 0% indicating that no volume was.
The “Top sites” view only includes credit/debit card payments.
Only available to merchants with supported acquiring banks. Please contact our Support Team to check availability.
The “Chargeback summary” is designed to provide you with an overview of chargebacks that may have recently been processed against your account. A chargeback is the return of funds to a customer, on request of their bank, in order to resolve a disputed payment. Click here for further information on chargebacks.
The graphs are generated using data from requests processed on your currently-selected site, which is displayed at the top of the page. To reload the graphs with data from a different site, type a new site reference into this box, select it from the drop-down box displayed and click “Change site(s)“.
You can select multiple site references
If you type and select multiple site references, the graphs will display the combined totals from all of the specified site references.
- The chargebacks shown in the following graphs have been processed during the time period shown in the respective heading, against transactions from up to the last 180 days.
- The graphs are updated once per day.
The data relating to chargebacks provided on the dashboard are informative only and do not show actual ratio position of the merchant as set and monitored by Visa and Mastercard. For further information please contact our Account Management team.
Chargeback counts
The first two panels displayed are used to show the number of chargebacks processed over the course of the most recent two months. The first panel covers the current month so far (up until yesterday), and the second panel covers the entirety of the previous month.
It is possible for multiple chargebacks to be processed against a single transaction. When calculating the totals (as shown in the example below), we only include the first chargeback received for each transaction.
Pie chart
The pie chart displays the total number of chargebacks processed against your account and the total number of authorisation requests processed over the last 120 days.
The percentage at the centre of the pie chart is calculated by taking the number of chargebacks processed, dividing this by the number of new authorisations processed and multiplying by 100.
Line graph
The line graph shows the number of chargebacks processed on your site reference(s) and the number of successful authorisations processed.
