To explore the Metrics pages, click Metrics in the main navigation, then click the desired Metrics page. Learn more about each page and the payments data it demonstrates in the relevant guide:

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Filtering Metrics Pages

Each page contains a main graph demonstrating a specific metric over time. Beneath the main graph, is set of bar lists breaking down your data by different parameters (e.g. Processor, Card Brand, BIN, etc). Click a parameter to filter all graphs across all tabs on the page by your chosen parameter.

For example, if you wanted to filter the Approvals page to only show data for Visa credit card transactions processed through Braintree, you could click the following parameters in the bar lists:

  • Processor - Braintree
  • Card Type - Credit
  • Card Brand - Visa

Doing so filters all graphs on the page—including the main graph—to show only transactions that fit the chosen parameters. The filter names and parameters appear at the top of the page to remind you what filter you’ve applied. The filter remains in place as you move between the tabs to change which metric appears in the main graph.

For most bar lists, you can’t filter by more than one parameter within the same category; for example, you can’t filter for transactions made with two different payment methods (e.g. card and PayPal). To filter by more than one processor, data connections, or MID, however, use the Processor filter at the top of the page.

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Focus

Most bar lists in the Metrics pages have a Focus icon in the top right corner. When you click this icon, the main graph changes to show the tab’s metric broken down by the parameters of that bar list. This provides you with the flexibility to break down metrics by whatever dimensions interest you. For example, clicking Focus on the Processors bar list in the Approval Rate tab, generates a line graph showing approval rate over time for each individual processor. Use the legend below the main graph to select or deselect parameters from the chosen focus dimension.

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Pagos Copilot Analysis

From the rate tab of any Metrics page (e.g. approval rate, decline rate, etc.), an Analyze Data button appears below the main graph. Click here to have Pagos Copilot—our AI-powered chatbot—review your Metrics data and generate a full analysis in seconds, including a data summary and suggested next steps.

Keep in mind, Copilot’s analysis takes into account all data on the chosen Metrics page, including any filters or focus you’ve applied using the bar lists. Each time you apply a new filter or focus to the Metrics page, you can generate a new analysis of the given data segment.

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Open With..

After using the filter or focus features to identify interesting segments of your data in Metrics, you may then want to dig deeper. To do so, click Export in the top-right corner of the main graph; under Open with, click Charts to open a custom chart in the Charts section of Visualizations containing the exact data you’ve already filtered for. From there, you can apply additional filters, change the style of graph, and even save your custom chart for future use.

Keep in mind the following data limitations when you use this feature to navigate from Metrics to Charts:

  • If you select Data Connection as the focus in Metrics, the custom chart will demonstrate your data across MIDs
  • If you apply the Compare to Previous Period toggle, it will be ignored in the custom chart
  • If you select the Visa or Mastercard chargeback formulas on the Chargebacks page, the custom chart will still use the Pagos formula