Guides
  1. Dashboard user guides
  2. Merchant portal (new Dashboard)

Reports overview

This article provides an overview of the various reports available in the system, designed to help you track performance, analyze subscription data, and gain insights into transactions. Learn how to use each report to monitor key metrics, optimize processes, and make data-driven decisions efficiently.

Sales report

This report offers valuable insights into your sales performance over a specific period grouped by product/country/currency/etc. By downloading and analyzing it, you can:

  • Identify sales patterns: see how your sales fluctuate across different days, helping you pinpoint high and low-performance periods.
  • Analyze payment methods: understand which payment methods are most popular with your customers
  • Track geographical performance: assess sales performance by region to see where your products or services are most in demand, guiding targeted marketing efforts.

Overall, this report gives you a comprehensive overview of key sales metrics, empowering you to make data-driven decisions and improve your business's finances and customer experience.

Financial report

This report provides a comprehensive breakdown of your sales and loss data and helps monitor and analyze key financial metrics to better manage and minimize financial setbacks:

  • Sales: total number and value of sale transactions.
  • Refunds: count and value of refunded transactions, allowing you to track customer returns.
  • Chargebacks: details on disputed transactions, helping you assess potential financial risks.
  • Voids: count and value of canceled transactions.
  • Net revenue: the actual revenue retained after accounting for refunds, chargebacks, and voids.

By examining this data, you can identify trends, pinpoint peak sales hours, and assess the impact of refunds and chargebacks on overall revenue to optimize your business’s financial performance.

Approval rates report

The Approval rates report provides you with a clear view of the efficiency of transaction approvals over time. It highlights the total number of sales, bank declines, and risk declines, helping you monitor performance and identify potential bottlenecks in the approval process. By analyzing declines (both bank and risk), you can identify areas for improvement, adjust fraud prevention measures, or engage with payment processors to reduce rejection rates.