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 a filter option, select your preferred filter parameters, then click apply. Repeat this step for each filter you want to apply to your data.
When you first log into your Peacock Service Panel, the following filter drop-down menus appear on each dashboard by default:
- 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 only applies to the charts in the Home dashboard; if you apply this filter option to a standard or custom dashboard, it'll only display comparison data for those charts that also appear in the Home dashboard.
- 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
- Card Brand - View data for transactions made using payment cards from the selected card brands
- Currency - View data for transactions processed in the selected 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)
- 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 from data sources that have been assigned the selected tags; learn more about tags in our Data Sources guide
- 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 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
- Soft Descriptor - View data for only those transactions with a transaction descriptor that includes the text entered in the text field
- 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)
- 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. 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.
After you apply a set of filters to a dashboard, you can save your selections for future use. A saved collection of applied filter settings is known as a View. To save a new View:
- Follow the steps above to apply filters to a dashboard.
- Click Save View.
- Enter a View name, then click Save.
Immediately after you save this new View, the View’s name appears at the top of your dashboard; click the X next to the View’s name to remove the applied filter settings. To change which View applies to your dashboard, click the View’s name, then select a different View from the drop-down menu.
Applying a Saved View
You can apply a saved View to any dashboard in your Peacock Service Panel. To do so, click the funnel icon at the top of the dashboard, then select the View’s name from the drop-down menu.
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.
Deleting a Saved View
To delete a saved View:
- Click the funnel icon at the top of any dashboard.
- Click Edit.
- Click the checkbox next to the name of the View(s) you want to delete.
- Click Remove, then click Remove again in the confirmation box.
Updated 4 months ago