Each visualization in Snapshots demonstrates a valuable payments metric for individual segments of your business. Customize the dashboard to show only the data that’s most valuable to your business, and determine at a glance where you may have concerns or what market segment has the most potential.

1

Navigate to Snapshots

Click Snapshots in the main navigation.

2

Set a date range

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

3

Filter out specific transactions

Click Dataset, then select from the following options:

  • Click the Deduplicate toggle to turn on this filter, then select the type of transactions you want to deduplicate; the options include Retries and any custom deduplication options you’ve set up.
  • Click the Pending Transactions toggle to remove pending transactions from your data.
4

Apply filters

To apply a filter to the entire dashboard, click Add Filter, then click a filter in the drop-down menu; select your preferred filter parameters and click Apply Filters.

To remove a filter, click the X beside the filter name.

5

Customize your Snapshots dashboard

  • The Snapshots dashboard displays five categories at a time; customize which categories appear by clicking the title of any displayed category and selecting another from the drop-down menu
  • Each category contains 3 charts at a time; customize which charts appear in that category by clicking the title of a chart and selecting another from the drop-down menu
6

Click a chart to expand it

Click the Expand icon beside any chart to expand it to the size of your browser window. The legend beneath the chart breaks down the values demonstrated above; click a parameter to remove it from the chart. Click Add Filter to apply a filter to this chart; keep in mind, if you then navigate back to the Snapshots dashboard, this filter will remain in place.

Categories

Snapshots presents your data organized into the following categories:

Approvals & Transactions

The Approvals & Transactions category includes the following chart options:

Declines

The Declines category includes the following chart options:

Payment Methods

The Payment Methods category includes the following chart options:

Cards

The Cards category includes the following chart options:

Chargebacks

The Chargebacks category includes the following chart options:

Issuers

The Issuers category includes the following chart options:

Subscription & Stored Credentials

The Subscription & Stored Credentials category includes the following chart options:

3D Secure

The 3D Secure category includes the following chart options:

Advanced Authentication

The Advanced Authentication category includes the following chart options:

Refunds

The Refunds Category includes the following chart options:

Snapshot filters

At this time, you can only apply the Processor filter option, which allows you to filter your data down to the processor, data source name, or MID level.