The Approvals page only includes data for attempted and approved transactions. It doesn’t include verification or pending transaction data.

To explore the Approvals Metrics pages:

1

Navigate to Approvals

Click Metrics in the main navigation, then click Approvals.

2

Select a tab

Each tab represents a different metric relevant to your approved transaction data. Click a tab to view a graph of the associated metric over the last seven days. Your options include:

3

Set a date range

Use the Date Range filter in the top-right corner of the page to change the time period.

4

Filter out specific transactions

Click Dataset, then select from the following options:

5

Compare to previous period

Click the Compare to Previous Period toggle to view the value of that metric in the chosen time period side-by-side with that of the previous period, including the total or percent change in that value from one period to the next.

6

Apply additional settings to the chart

Click Options, then select from the following (availability varies by metric):

  • Frame Relevant Range - Zoom in on the relevant range of values on the y-axis
  • View Distribution - Adjust the chart to show the percent distribution of your data across a set of parameters; this option only appears for count and value tabs when using Focus mode
7

Explore the bar lists

Use the bar lists beneath the main graph to filter your data. Learn more about filtering Metrics pages in the Overview.

8

Ask Pagos Copilot to analyze your data

From the Approval Rate tab, click Analyze Data to request an AI-generated summary from Pagos Copilot. The summary includes a full analysis of the data in the main graph and suggested next steps for researching potential issues.

9

Export your data

Click Export to select from the following download options:

  • Open With Charts - Open a custom chart with the selected data.
  • Aggregated Data - Download the data displayed in the chart. If you’ve filtered or focused your data to any particular dimensions or parameters, these customizations will be reflected in the exported data.
  • Transaction-Level Data - If you’re subscribed to Data Exports via Puffin, you can download the data for the individual transactions included in the chart. Downloaded charts will appear in your Exports page; keep in mind, each report download is subject to your Puffin pricing agreement.

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Bar Lists

You can use bar lists on the Approvals page to identify the segments of your transaction volume for which a change in approval rate would significantly impact your business. Click on a parameter in any graph to filter all graphs on the page to only show transactions that fit the chosen parameter.

The available bar lists include:

  • Processor
  • Data Connection
  • MID
  • Payment Method
  • Card Type
  • Card Brand
  • Stored Credential
  • Customer Country
  • Issuer Country
  • BIN
  • Issuer