Analytics
Analytics & Insights
Where Operations shows you individual transactions, Analytics shows you the patterns: success rates over time, which connectors perform best, why payments fail, and how refunds and disputes trend. This is how you spot problems and prove improvements.
Like everything else, analytics respect your current mode (Test/Live) and selected profile, plus a date range you choose at the top.
This section covers:
Overview dashboard
Payments analytics
Refunds & disputes analytics
Insights & smart views
Reports & exports
Overview dashboard
The analytics Overview gives you the health of your payments at a glance.
Typical top-level metrics:
Total payment volume and count
Success rate (and how it's trending)
Failed / declined breakdown
Refunds and disputes at a summary level
Use the date range and filters (connector, payment method, currency) to slice any of these. This is the first screen to open each morning.
Payments analytics
A deeper view focused entirely on payments.
Here you can analyze:
Success rate over time — spot dips the moment they happen.
By connector — compare processor performance side by side (feeds your routing decisions).
By payment method — which methods convert best.
Failure / error reasons — grouped decline reasons so you can see why payments fail, not just that they do.
💡 The error-reasons breakdown is the bridge between Analytics and action: a spike in one decline code often points at a specific connector or a payment-method misconfiguration.
Refunds & disputes analytics
Track the money going back out and the challenges you're fighting.
Refunds analytics — refund volume, rate, and trends; a rising refund rate is an early warning sign.
Disputes analytics — dispute counts, win/loss rate, and reason codes so you can address root causes.
Authentication analytics (where enabled) — how 3DS is performing and its effect on conversion.
Insights & smart views
The Insights area presents richer, pre-built visualizations and drill-downs on top of your raw data.
Curated dashboards that surface trends without you building queries.
Routing analytics to see how your routing and Intelligent Routing choices are performing.
Global search across your data to jump straight to what you need.
Use Insights to answer "how are we doing?" and Payments analytics to answer "why?".
Reports & exports
When you need the data outside the dashboard — for finance, reconciliation, or a stakeholder — generate a report.
Choose the data set (payments, refunds, disputes) and a date range.
Apply any filters you need.
Generate / download the report (typically CSV) for use in spreadsheets or your data warehouse.
For continuous, automated reconciliation rather than ad-hoc exports, see the Recon module in the product suite.
Where to go next
Workflow → act on what analytics reveal — adjust routing or 3DS rules.
Operations → drill from a trend down to the individual payments behind it.
Recon → automated reconciliation for finance teams (product suite).
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