Using Reports

Using the Reports Dashboard

The Dashboard tab enables the user to see and interact with the dashboard reports. Information on the dashboard is shown only in UTC time zone. Administrators and users with report view permissions can view the dashboard.

 

The Summary section provides the user with a snapshot of their portfolio's activity for the selected time period. The Chart section provides a more detailed breakdown of transaction data for the time period selected.

To change the information in the charts and graphs:

■	Click the Date Range drop-down menu and select different dates.

■	Use the Select Currency to change the currency shown in the summary.

■	If you want to view the currency next to the transaction counts, select Show detailed authorized/settled amounts.

 

To view the data elements that make up a chart:

■	Hover your mouse over the chart or graph.

■	Click on the label of a data element below the chart to remove it.

 

To view report data in table form:

Step 1

Click the table icon. This opens a table showing the report data, arranged by Merchant ID. You can sort the table by clicking on the column name.

Step 2

If you want to export the table, click one of the format links.

 

To export data:

■	Hover over the export icon and select a format. Your options are:

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XML

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CSV

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JSON