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Monitor and visualize any payment metric, broken down by the dimensions you’re most concerned about, in whatever chart style meets your business needs. Fully customize your own charts to dive deep into the KPIs or customer segments most important to your company!

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Creating New Charts

To build a new chart:
1

Navigate to Charts

Click Charts in the main navigation
2

Create a new chart

Click the arrow beside New Chart, then select from the available chart templates. To create a completely new chart from scratch, click New Chart.
3

Set date range

Use the Date Range filter in the top-right corner of the page to select the time period you want to view data for.
4

Select metric

Click Metric, then select a payments data metric from the drop-down to populate your chart.
5

Choose dimension

Click Dimension, then select a dimension to break down your chosen metric by in the chart. Keep in mind, the metric determines what dimensions appear in this menu; for example, a dispute-relevant dimension like Dispute Reason only appears when you select a dispute metric (e.g. Dispute Count).
6

Select visualization

Click View, then select how you want to visualize the data. The View you select determines the type of chart created.
7

Filter out specific transactions

Click Dataset, then select from the following options:
Click the toggle, then select the type of transactions you want to deduplicate; the options include Retries and any custom deduplication options you’ve set up.
Click toggle to remove pending transactions from your data.
Click toggle to include chargebacks resolved by Visa as Rapid Dispute Resolution, and those with the status categories of cancelled, RFI, pre-arbitration, pre-dispute, notification_of_fraud, and pre-compliance
8

Configure options

If available, click Options to apply additional settings to the chart.
9

Use the legend

The legend beneath the chart breaks down the values demonstrated above. Click a parameter to remove it from the chart.
10

Apply filters

To apply a filter to the displayed data, click Add Filter above the chart, then click a filter in the drop-down menu; select your preferred filter parameters and click Apply Filters. To remove a filter, click the X beside the filter name.
11

Export your data

Click Export in the top-right corner of a custom chart to select from the following options:
  • Open With Events - Navigate to the Events page, filtered to show the exact transaction events behind the data in your custom chart.
  • Aggregated Data - Download the data displayed in the chart.
  • Transaction-Level Data - If you’re subscribed to Transaction-Level Data Exports, you can download the data for the individual transactions included in the chart. Downloaded data will appear in your Exports page; keep in mind, each report download is subject to your pricing agreement.
12

Save your chart

Click Save to save your custom chart for future use.
Check out our demonstration of how to use Charts on the Pagos YouTube channel.

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Templates

If you’re not sure where to start when customizing your own data visualization, use a Pagos chart template! While on the main Charts page, click the arrow beside New Chart to open the menu of template categories. Click a category to select from the available templates. The categories and templates include:
  • Declines by Decline Code - View a breakdown of your declined transactions by the assigned decline code to discover why your transactions aren’t being approved
  • Share of Declines by Decline Code - View distribution of your declines across your most common declines codes
  • Average Order Value by Decline Code - Uncover the average value of declined transactions broken down by the assigned decline code
  • Transaction Retry Attempts (Adyen Only) - Visualize the extent of Adyen’s transaction retry attempts
  • Transaction Count by Presentment Currency - See which currencies your customers prefer to pay with
  • Average Order Value by Customer Country - Uncover which currencies create the largest order sizes
  • Average Order Value by Presentment Currency - Find which countries create the largest order sizes
  • Average Order Value by Payment Method - Find the payment methods that create the largest order sizes
  • Approval Rate: Card Number vs Network Token - Discover if your approval rate higher with card primary account numbers (PANs) or network tokens
  • Approval Rate for 3D Secure Transactions - Measure the impact of 3D Secure on your approval rate
  • Approval Rate per CVV Flag - View the impact of CVV flags on approval rate
  • Transaction Count by AVS Postal Flag - View the correlation between AVS flags and transaction volume
  • Share of 3D Secure Transactions - The percentage of your transactions that were went through 3D Secure

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Metrics

You can build custom charts using the following metrics:
The average amount of money each customer spends per transaction; calculated by dividing the total revenue received by the total number of orders processed
The total number of attempted transactions processed
The total value of all attempted transactions processed
The percentage of transactions processed that were ultimately approved; calculated by dividing the total number of approved transactions by the total number of attempted transactions
The total number of approved transactions
The total value of all approved transactions
The percentage of total attempted transactions that were ultimately declined; calculated by dividing the total number of declines by the total number of attempted transactions
The total number of declined transactions
The total value of all declined transactions
The average order amount disputed by your customers
This month’s chargeback count divided by this month’s attempted transaction count for your entire transaction volume
The total number of successful card-based chargebacks processed in a given time period
The total combined value of all successful card-based chargebacks processed in a given time period
The percentage of non-card transactions for which customers issued disputes, calculated by dividing this month’s dispute count by this month’s transaction count
The total number of non-card transactions that customers filed a dispute for
The total value of non-card transactions that customers filed a dispute for in a given time period
The percentage of total transactions successfully refunded in a given time period; calculated by dividing the total number of refunds processed by the total number of transactions
The total number of successful refunds processed in a given time period
The total combined value of all successful refunds processed in a given time period
The percentage of your total sales amount spent on interchange fees; calculated by dividing the total value of all fees with the interchange fee type code by the total value of all attempted transactions.
Interchange effective rate data is only available for Braintree, Stripe, Adyen, and dLocal.
The total value of all fees with the interchange fee type code charged against your business in the given time period.
Interchange amount is only available for Braintree, Stripe, Adyen, and dLocal.
The percentage of total verification attempts that succeeded in a given time period; calculated by dividing the total number of approved verifications by the total number of attempted verifications
The total number of attempted verifications processed in a given time period
The total combined value of all attempted verifications processed in a given time period

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Dimensions

The dimension you select determines how the chart breaks down the chosen metric. For example, if you choose Processor, the chart will show your metric broken down across each of your processors. Keep in mind, the metric determines the available dimensions. Choose from the following, organized into categories in the Dimensions drop-down menu:
  • Processor
  • MID
  • BIN (Top 25)
  • Card Brand
  • Card Type
  • Payment Method Type
  • Network Tokens - Groups transactions by those processed with network tokens (true) vs. PANs (false); transactions that don’t include this data appear in the no_value_provided category
  • Stored Credential
  • Presentment Currency
  • Dispute Reason - Reason for non-card dispute
  • Dispute Status
  • Rapid Dispute Resolution - Whether or not a disputed non-card transaction was resolved by Visa as Rapid Dispute Resolution
  • Presentment Currency - The currency of a disputed transaction
  • Chargeback Reason
  • Chargeback Status
  • Rapid Dispute Resolution - Whether or not a disputed transaction was resolved by Visa as Rapid Dispute Resolution
  • Presentment Currency - The currency a transaction was made in
  • Transaction Status
  • Transaction Response Code - The response code assigned to a transaction; all approved transactions appear under approved, while declines are broken down by decline code
  • Adyen Retry Attempt - Adyen retries some failed transaction attempts based on their own internal logic. Pagos only counts the final attempt of a retried Adyen transaction in your ingested data, tagging it with a custom flag indicating the total number of times Adyen attempted the transaction (e.g. initial_attempt, second_attempt, etc).
  • Installment Count - The installment number of a given transaction (for payment methods with installment options)
  • Network Advice - Guidance from the card network on why a transaction was declined and how to respond; keep in mind, not every network provides this data, and only Braintree and Adyen pass us the details
  • Customer Country
  • Customer Region
  • Device Data Captured
  • Card Product Name
  • Issuer Bank (Top 25)
  • Issuer Country
  • Issuer Region
  • 3DS Authentication Result
  • 3D Secure Code
  • 3D Secure Version - The version of 3DS used to process transactions; transactions that don’t include 3DS version information appear in the no_value_provided category
  • Presentment Currency - The currency the original transaction was made in
  • Refund Reason - Indicates the refund reason, if provided
  • Refund Status
Some dimensions are only available for count and value metrics, not rate metrics. For example, Chargeback Reason is not an available dimension option when you chose Chargeback Rate as the metric, because chargeback reason codes are only applicable to the numerator of the chargeback rate equation (chargeback count) and not the denominator (approved transaction count).

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Views

The View you select determines the style of chart created. If you make a chart for a count or value metric (e.g. approved transaction count or refund value), you can select from the following Views:
  • Across Time - Stacked bar chart with time on the x-axis; the dimension’s parameters make up each small bar within a stack
  • By Share - Pie chart with the dimension’s parameters making up each wedge
  • As Totals - Bar chart with the dimension on the x-axis; the dimension’s parameters each have their own bar
You can’t choose a View in the following instances:
  • Selecting a rate metric (e.g. approval rate) generates a line graph with time on the x-axis and the rate percentage on the y-axis.
  • Selecting BIN (Top 25) or Issuer Bank (Top 25) as the dimension generates a table.

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Options

Depending on the Metric and View you selected, you will see an Options drop-down in the top-right corner of your chart. Click this menu to reveal the following toggles:
  • View Distribution - Adjust the chart to show the percent distribution of your data across the chosen dimension’s parameters. This option only appears for charts demonstrating a count or value Metric with the Across Time or As Totals View.
  • Frame Relevant Range - Zoom in on the relevant range of values on the y-axis; this is especially valuable when the lines of a chart are very close together. This option only appears for charts demonstrating rate Metrics.
  • Original Transaction Dates - This option only appears for charts demonstrating a chargeback or refund Metric. View chargebacks or refunds issued against transactions originally processed in the selected date range. When selected, the metric name adjusts to indicate this toggle was applied (e.g. Chargeback Rate becomes Chargeback Rate (Date of Transaction)).

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Editing and Deleting Existing Charts

To make changes to a previously saved chart:
  1. Click Charts in the main navigation.
  2. Click the desired chart in the menu of saved custom charts.
  3. To edit the chart, make your changes to any field or filter, then click Save.
  4. If you want to revert any changes, click Reset.
  5. To delete the chart, click the … beside View, then click Delete Chart. Click Delete again to confirm.
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