Paysafe’s Business Portal is a business intelligence platform that offers a robust suite of reporting features that help you track and analyze your transaction-related activities. It presents the data in an easy-to-understand format, often visually, thus helping you to act based on the analyzed data.
The Business Portal provides a summary of all your financial transactions and activities so that you can understand your customer behavior and streamline business activities. The reports are generated based on a date range and provide you insights on the success and failure of your transactions. The reports you obtain from Paysafe contain data about your transactions that are more than 24 hours old.
Reporting Currency: This is the currency the merchant can select to view their data/transactions in a single currency. If a merchant processes in multiple currencies, selecting EUR in reporting currency field would show all their transactions in EUR in an aggregated view, a further drill-down into the transaction shows the processing currency.
To launch the Transaction Analytics screen, click Transaction Analytics in the left navigation sidebar.
You can apply a range of filters to view metrics for specific – dates, territories, currencies, payment methods, and processing account ids. The Date Range filter allows you to control the display of trend lines using day, week, month, quarter, year frequencies. This is illustrated below:
The Reports screen has two primary tabs – Overview and Trendline. The Overview section gives you a ringside view of your Overall transactions, Average Volume & Transactions, which is illustrated in the below screen:
Select the date and filters and click Apply. Click Reset to reset the filters to the default settings. By default, data from the last 14 days is populated with the reporting currency set to USD.
In the above case, as an example, let’s set the country to Canada, state to Ontario, currency to CAD, and all payment methods and all accounts.
The overall transactions section illustrates transaction metrics like:
- Total volume
- Total transactions
- Authorization received
- Authorization completed
- Authorization Rate
- Average Volumes & Transactions
The Overall transactions section also illustrates a small trend graph, indicating if the performance has gone up or down. A green arrow indicates improvement, and red shows decline, as illustrated below:
Note: If historical data is not present for the metric, the trend graph does not populate.
The Average Volumes & Transaction section displays average transaction metrics like
- Transaction counts
It shows the data averaged per day for all payment methods. It illustrates the data transaction-wise for the selected date range. Depending on the payment methods you integrated, different sections corresponding to each payment method would appear, sharing the average transaction metrics. The toggle switch allows you to switch between average transaction count and volume metrics.
The trendline tab consists of a set of graphs built on transaction data. The charts available on the Business Portal currently are :
- Authorization Completed
- Authorization Volume
- Split into card schemes and category
- Declined transactions by payment method
The above file illustrates the tasks you can perform. Based on the date range you selected and the available data, the Business Portal shows a graphical representation of the data.
Click on Transactions/Total Volumes at the bottom filters the respective data in the chart.
Some charts also have filters to sort the data by transaction type, status and so on.
Click the filter (funnel) icon to filter the graph by transaction type.
Click Download to download the graph report. You can download the reports in the available formats (print, PNG, JPEG, PDF, CSV, XLS document).
Click Transactions to see the transaction related to the report.
Click Maximize to maximize the graph.
Click the Graph icons to toggle the representation format of your graph to either line or bar type.