Each dashboard 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, card brand, currency, and more. You can even combine filters to view very specific segments of data and save these Views for future use.
To apply filters to a dashboard in the Peacock Service Panel:
- Log into your Pagos account.
- Click the application menu icon in the navigation bar, then click Peacock.
- Navigate to the Home, custom, or standard dashboard you want to filter.
- At the top of the dashboard, click the funnel icon to open the Filters side panel containing all available filter options organized into categories.
- Click on a filter, select your preferred filter parameters from the pop-up, then click Done. Repeat for each filter you want to apply to the dashboard.
- Click Apply to apply all of the selected filter parameters to the dashboard; click the arrow beside Apply, then click Apply and Save View to also save them for future use in your Views list.
This workflow demonstrates exactly how to complete these steps in Peacock. Click Read more at the top of the workflow window to reveal more context for each step:
Peacock contains the following filters, organized into categories:
- Period - Set a date range, along with a time interval to break the data down by (hourly, daily, weekly, monthly, quarterly, or yearly).
- Compare to - Compare the data from the selected period to that of the previous time period or a custom date range; at this time, this filter functionality doesn't apply to pie charts.
- Processor - View data for transactions processed through the selected data sources; you can filter down to the Data Source Type, Data Source Name, or even the Merchant Account ID level. If you've assigned aliases to your Merchant Account IDs, those alias names will appear in the filter menu.
- Card Brand - View data for transactions made using payment cards from the selected card brands.
- Card Type - View data for transactions made with the selected payment card types (e.g. credit, debit, prepaid).
- Payment Method Type - View data for transactions made with the selected payment methods (e.g. card, PayPal wallet, sepa, apple_pay, android_pay, or google_pay, ideal, and klarna).
- Stored Credential - View data for the selected transaction types, 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 issuer response codes (e.g. do_not_honor, expired_card, decline_gateway, etc.).
- Transaction Size - View data for transactions whose total value was greater than, less than, or between the indicated amount(s) in USD; for transactions processed in other currencies, view data for transactions whose total value converts to the filtered USD amount.
- Deduplication - Remove duplicate transaction data (e.g. retries) from your visualizations.
- Issuing Country - View data for transactions made with cards issued in the selected countries.
- Customer Country - View data for transactions made by customers located in the selected countries.
- Presentment Currency - View data for transactions processed in the selected presentment currencies.
- Issuing Bank - View data for transactions made using payment cards issued by the selected issuing banks or with the selected bank identifier numbers (BINs).
- CVV - View data for transactions with the selected CVV response codes.
- AVS Line Code - View data for transactions with the selected AVS line codes.
- AVS Post Code - View data for transactions with the selected AVS post codes.
- Soft Descriptor - View data for only those transactions with a transaction descriptor that includes the text entered in the text field; if you're unsure what soft descriptors you currently use, check out the Soft Descriptors page in the Know Your Data section of your Pagos account.
- Metadata - View data for transactions tagged with certain metadata. To filter for transactions tagged with one specific metadata value, select a metadata.field_name from the drop-down menu and enter the field_value in the text box. Keep in mind the Metadata filter functionality outlined below. If you're unsure what metadata fields and values your transactions may be tagged with, check out the Metadata page in the Know Your Data section of your Pagos account.
- Tags - View data for transactions from data sources that have been assigned the selected tags; learn more about tags in our Data Sources guide.
Click the star icon beside any filter option in the Filters side panel to favorite it. After you favorite a filter, you can find it both in its original category and the Favorites category at the top of the side panel.
To filter for transactions tagged with multiple metadata values, first choose the Filter Functionality. This setting determines how the filter will search your data:
- AND - Select a metadata.field_name from the drop-down menu and enter a field_value, then click +Add to repeat this step. The filter will only surface data for transactions tagged with both metadata values.
- OR - Select a metadata.field_name from the drop-down menu. Then, either type one or more values into the field_value text box (hitting enter between each) or click +Add to set a different metadata field name/value combination. The filter will surface data for transactions tagged with at least one of the metadata values selected.
You can save a combination of filter parameters for future use by creating a View. To save a new View:
- Follow the steps above to apply filters to a dashboard using the Filters side panel.
- Click the arrow beside Apply, then click Apply and Save View.
- Name your View, then click Save.
Immediately after you save a new View, the View’s name appears in a bubble around the Views icon at the top of your dashboard; click the X next to the View’s name to remove the applied filter settings.
If you go through the process above of selecting filters, but you apply them without saving them as a View, you’ll see a bubble around the funnel icon and a note indicating the number of filters applied to the dashboard (e.g. +2). If you then want to save these filter settings as a View, click Save beside this bubble, name the View, then click Save again.
You can apply a saved View to any dashboard in your Peacock Service Panel. To do so, click the Views icon at the top of the dashboard, then select the View’s name from the Views side panel.
After you apply a View to a dashboard, that View remains in place when you navigate to other dashboards. Additionally, if you leave the Peacock Service Panel and return, the View remains. To remove the applied View, click the X next to the View’s name.
In custom dashboards, you can apply Views to individual charts. Learn more in our Custom Dashboards guide.
To edit a saved View:
- Click the Views icon at the top of any dashboard to open the Views side panel.
- Hover over the name of the View you want to edit.
- Click the pencil icon.
- Use the filter options to make changes to the View’s filter settings.
- Choose from the following options to apply your changes:
- Click Apply to apply the changes to the dashboard without saving them (learn more in the section below).
- Click the arrow beside Apply, then click Apply and Save View to update that saved View’s filter settings everywhere in Peacock.
- Click the arrow, then click Apply and Save As New View to save this combination of filter settings as a whole new View. This option leaves the original View’s filter settings as is and creates a second View.
If you just click Apply after editing a saved View, a yellow info icon appears next to the View’s name at the top of the dashboard, identifying it as having unsaved filter settings. You can then apply this unsaved version of View to other dashboards or charts within custom dashboards. To do so, click the Views icon on any dashboard or custom dashboard chart, then click the unsaved version of the View, identified by the same info icon.
If you later decide you want to permanently save these changes to the View, hover over the unsaved version’s name and click Save. To remove the unsaved version of a View from your Peacock Service Panel, refresh your browser page.
To delete a saved View:
- Click the Views icon at the top of any dashboard to open the Views side panel.
- Hover over the name of the View you want to delete.
- Click the trash icon.
Deleting a saved View removes it from your Peacock Service Panel permanently.
Updated 7 days ago