Snapshots
The Snapshots section of Visualizations is a dashboard of charts and graphs, designed by our team of payments experts to give you immediate insight into your day-to-day processing capacity and efficiency. Each visualization demonstrates a valuable payments metric for individual segments of your business. At a glance, determine where you may have concerns or what market segment has the most potential.
Navigating Snapshots
Navigate to Snapshots
Click Snapshots in the main navigation.
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:
- 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.
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.
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
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
- Declines
- Payment Methods
- Cards
- Chargebacks
- Issuers
- Subscription & Stored Credentials
- 3D Secure
- Advanced Authentication
- Refunds
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.