Viewing the dashboard

Note

Access to the Dashboard requires a configuration. If the Dashboard menu does not appear on your Expert Back Office, please contact le Middle Office .

To display the dashboard, click the Management > Dashboard menu.

The graphs page appears.

Note

The shops chosen in this dashboard example are in mono currency but these graphs work also in multi currencies cases.

4 types of data are analyzed:
  • The turnover evolution
    The graphs are in the histogram form. The data are analyzed and compared over a period.
    The user can, at any time, move the cursor over a period to display as a tooltip the amounts and / or the transactions analyzed in this period.

  • The transaction status
    The graphs are in circular form. The data are analyzed and compared in real time over the chosen period.
    The user can, at any time, move the cursor to a payment status to display in tooltip the amounts and the transactions concerned.
    The analyzed statutes are:
    • Canceled
    • To be validated
    • Confirmed
    • Failed
    • Pending
    • Rejected

  • The payment methods
    The graphs are in circular form. The data are analyzed and compared in real time over the chosen period.
    The user can, at any time, move the cursor to a payment method to display in tooltip the amounts and the transactions made with this payment method.

  • The refusal reasons
    The graphs are in circular form. The data are analyzed and compared in real time over the chosen period.
    The user can, at any time, move the cursor to a payment method to display in tooltip the amounts and the transactions concerned by this refusal.
    The refusal reasons analyzed are:
    • 3D Secure abandon
    • Other acquirer refusals
    • Invalid card
    • Lost or stolen card
    • Configuration error
    • Suspected fraud
    • Do not honor
    • Limit exceeded / insufficient provision
    • 3D Secure Refusal
    • Refusal from risk assessment
    • Transaction not allowed

Note

The user can, at any time, apply filters in a graph by clicking on one or more elements of its legend.

Example: In this screenshot, the user don't want to analyze the transactions made with Mastercard. He clicks on the payment method to set it to zero (0) and exclude it from the analysis. he, just, need to click again on the payment method to reintegrate it in the graph.

Note

The user can download each graph in PNG, JPEG or SVG format.

Just click on the download icon and choose its format.