Data Filters

Each dashboard and report in the Peacock service panel comes equipped with a set of built-in filters. Use these filters to refine your aggregated commerce data by properties like processor, network, currency, and more. You can even combine filters to view very specific sets of data and save your filter settings for future use.

Applying Filters

To apply filters to a dashboard or report in the Peacock service panel:

  1. Log into your Pagos account.
  2. Click the application menu icon in the navigation bar, then click Peacock.
  3. Navigate to the dashboard or report you want to filter.
  4. At the top of the dashboard or report, click a filter option, select your preferred filter parameters, then click apply. Repeat this step for each filter you want to apply to your data.

Filter Options

When you first log into your Peacock service panel, the following filter drop-down menus appear on each dashboard and report by default:

  • Period - Set a date range, along with a time interval to break the data down by (hourly, daily, weekly, or monthly)
  • Compare to - Compare the data from the selected period to that of the previous time period or a custom date range
  • Processor - View transaction data processed through the selected payment service providers (PSPs) or data sources
  • Network - View data for transactions made using payment cards from the selected card networks (also knows as card brandscard brands - The payment networks linked to payment cards (e.g. debit or credit cards) of which a bank or any other eligible financial institution can become a member. Members of a card brand have the possibility to issue or acquire cards operating on the network of that card brand. Card brands manage payment transactions—including operations and settlement—between cardholders and merchants according to a set of procedures, rules, and arrangements. They come in two main varieties: a three-party scheme (or closed scheme) or a four-party scheme (or open scheme). Visa and MasterCard are considered four-party schemes. Card brands are also commonly referred to as card associations, card networks, or card schemes.)
  • Currency - View data for transactions processed in the selected currencies
  • Issuer - View data for transactions made using payment cards issued by the selected issuing bankissuing bank - A bank or financial institution that offers payment cards to consumers on behalf of card brands, such as Visa, MasterCard or American Express. The issuing bank extends a line of credit to consumers and is responsible for providing the financial backing for transactions made with the card. They assume responsibility for cardholder’s ability to pay off any debt accumulated with the credit card or line of credit. This bank is also commonly referred to as the issuer.s or with the selected bank identifier numberbank identifier number - (BIN) The first 6-8 digits on all credit, debit, prepaid, or even commercial cards, used to identify the bank that issued the card. This value is also commonly referred to as the IIN, or Issuer Identification Number.s (BINs)
  • Region - View transaction data for the selected geographical regions or countries

To access additional filter options, click + More, then click the filter you want to use from the Select Filters menu. Click the star beside a filter name to add or remove it from your set of default filters. The following additional filters appear in this menu:

  • Tags - View data for transactions that have been assigned the selected tags
  • Card Type - View data for transactions made with the selected payment card types (e.g. credit, debit, pre-paid)
  • Stored Credential - View data for the selected types of transactions, identified by their use of stored payment credentials (e.g. one-time, recurring, installment)
  • Transaction Status - View data for transactions with the selected status at the time indicated in the Period filter
  • Transaction Response Code - View data for transactions with the selected response codes
  • Transaction Size - View data for transactions whose total amount—in the selected currency—was greater than, less than, or between the indicated amount(s)

Saving Filter Settings

After you apply a set of filters to a dashboard or report, you can save your selections for future use. To save your filter settings:

  1. Follow the steps above to apply filters to a dashboard or report.
  2. Click Save Filter.
  3. Give your filter settings a name, then click Save.

Immediately after you save these settings, the saved filter name appears at the top of your dashboard or report; click the X next to the filter name to remove the applied filter settings. To change which saved filter applies to your dashboard or report, click the filter name, then select a different filter from the drop-down menu.

Applying a Saved Filter

You can access a saved filter from any dashboard or report in your Peacock service panel. To do so, click the funnel icon at the top of the dashboard or report, then select the saved filter's name from the drop-down menu.

After you apply a saved filter to a dashboard or report, that saved filter remains in place when you navigate to other dashboards or reports. Additionally, if you leave the Peacock service panel and return, the filter remains. To removed the applied filter, click the X next to the filter name

Filtering Individual Charts in Custom Dashboards

In custom dashboards, you can apply different saved filters to each individual chart. This is especially helpful for creating side-by-side data comparisons. For example, consider a situation in which you wanted to see how your trends in per-processor approval rates differ between two issuers. To see this comparison in one place, you could create a custom dashboard containing two charts displaying the same data: Approval Rate Trends by Processor. Then, you could create two saved filters, one for each issuer, and apply these filters to the separate charts.

To filter an individual chart in a custom dashboard:

  1. Click the funnel icon in the top-right corner of the chart.
  2. To apply the filter settings from a previously saved filter, select a filter's name from the drop-down menu.
  3. To apply a new set of filters to the chart, click Add New Filter to open the Filter Builder side panel.
    • Click Add Filter, then select a filter option.
    • Select your filter parameters, then click Apply.
    • Repeat these two steps until you're satisfied with the filter settings.
    • Click Apply to apply these filter settings to the selected chart. Click Apply and Save to also save them for future use in your saved filters drop-down list.

Adding Period Filters to Individual Charts

When you set the Period filter for a custom dashboard, you select a date range for the entire dashboard's data, along with a time interval to break the data down by (e.g. daily or weekly). Using individual chart filters, you can alternatively apply a different date range to each chart in your dashboard. This can be helpful for viewing side-by-side comparisons of the same data parameters across different time periods.

To do so, follow the steps in the section above to add a new filter to an individual chart; in the Filter Builder side panel, add a Period filter, then select a date range and time interval. To use this same filter on other charts in your dashboard, make sure you name and save it.

Keep in mind, any charts in your custom dashboard to which you haven't applied an individual period filter will default to the parameters set in the dashboard's Period filter.

Deleting a Saved Filter

To delete a saved filter:

  1. Click the funnel icon at the top of any dashboard or report.
  2. Click Edit.
  3. Click the checkbox next to the name of the filter(s) you want to delete.
  4. Click Remove, then click Remove again in the confirmation box.

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