Chargebacks
Monitor chargebacks of card transaction in this high-level dashboard.
By default, the Chargebacks Metrics page excludes the following data:
- All non-card-based disputes
- SEPA chargebacks
- Chargebacks that result in Rapid Dispute Resolution (see step 4 below to add these back in)
- Chargebacks with the status categories of cancelled, RFI, pre-arbitration, pre-dispute, notification_of_fraud, and pre-compliance (see step 4 below to add these back in)
Navigating Chargebacks
To explore the Chargebacks Metrics pages:
Navigate to Chargebacks
Click Metrics in the main navigation, then click Chargebacks.
Select a tab
Each tab represents a different metric relevant to your card chargeback data. Click a tab to view a graph of the associated metric over the last seven days. Your options include:
Set a date range
Use the Date Range filter in the top-right corner of the page to change the time period.
Filter out specific transactions
Click Dataset, then select from the following options:
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.
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
Choose a chargeback formula
Click the chargeback formula drop-down to select which formula we use to calculate your chargeback rate:
Ask Pagos Copilot to analyze your data
From the Chargeback 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.
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 youβve filtered or focused your data to any particular dimensions or parameters, these customizations will be reflected in the exported data.
- Transaction-Level Data - If youβre 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.
Bar Lists
You can use bar lists on the Chargebacks page to identify how different segments of your business are impacted by chargebacks. 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:
- Chargeback Reason
- Chargeback Status
- Processor
- Data Connection
- MID
- Payment Method
- Card Type
- Card Brand
- Stored Credential
- Customer Country
- Issuer Country
- BIN
- Issuer