Merchant Dashboard Reports
Reporting provides visibility into participant activity, payment performance, funds movement, operational processes, and financial outcomes across your platform ecosystem. The reports described in this section help platform operators monitor business performance, track key operational metrics, identify trends, support reconciliation activities, and make informed decisions using platform-generated data.
Approval Rate
The Approval Rate report displays the percentage of approved payment transactions relative to the total number of attempted payment transactions during the selected reporting period.
This report provides visibility into payment authorization performance and helps identify trends in payment acceptance across the platform.
Supported Filters
- Time (Week, Month, Year)
Data Points
- Total Attempted Transactions
- Total Approved Transactions
- Approval Rate (%)
Reporting Considerations
Approval Rate Calculation
Approved Transactions ÷ Attempted Transactions × 100- Attempted transactions include all submitted payment authorization requests.
- Approved transactions include successfully authorized payment transactions.
- Metrics are aggregated based on the selected reporting period.
Sales Overview
The Sales Overview report provides a consolidated view of transaction activity and payment performance across the platform. This report serves as a high-level operational dashboard for monitoring payment volumes and transaction trends.
Supported Filters
- Time
- Country
- Payment Type
Data Points
- Transaction Volume
- Payment Volume (USD)
- Transaction Count
- Average Transaction Value
Reporting Considerations
- Values are aggregated based on the selected filters.
- Supports trend analysis across reporting periods.
- Provides a summary view of payment activity before drilling into detailed reports.
Dispute Status
The Dispute Status report provides visibility into disputes and chargebacks initiated against transactions processed through the platform.
The report allows operators to monitor dispute activity and track dispute lifecycle status.
Supported Filters
- Time (Day, Week, Month)
- Country
- Dispute Type
Data Points
- Open Disputes
- Closed Disputes
- Reversed Disputes
Reporting Considerations
- Includes dispute activity for the selected reporting period.
- Status values represent the dispute state at the time the report is generated.
- Dispute counts can be segmented by dispute type and geography.
Approved Transfers
The Approved Transfers report displays the total value and volume of successfully approved transfer transactions from platform-managed accounts to external destinations.
This report provides visibility into outbound fund movement and completed transfer activity.
Supported Filters
- Time (Day, Week, Month)
- Country
- Transfer Type
Data Points
- Approved Transfer Volume (USD)
- Approved Transfer Count
Reporting Considerations
- Only approved/completed transfers are included.
- Failed, reversed, or pending transfers are excluded.
- Results are aggregated based on the selected reporting period.
Gross Payment Volume
The Gross Payment Volume report displays the total value of payment transactions processed through the platform before fees, refunds, reversals, or other adjustments are applied.
This report provides a high-level view of overall payment activity and transaction throughput.
Supported Filters
- Time (Day, Week, Month)
- Country
- Payment Type
Data Points
- Gross Payment Volume (USD)
Reporting Considerations
- Includes all qualifying payment transactions.
- Values are reported before any deductions or adjustments.
- Aggregated according to the selected reporting period.
Transfer Approval Rate
The Transfer Approval Rate report displays the percentage of transfer requests successfully approved relative to the total number of transfer requests submitted.
This report helps monitor transfer processing effectiveness and identify operational issues affecting transfer completion.
Supported Filters
- Time (Week, Month, Year)
Data Points
- Total Transfer Requests
- Approved Transfers
- Transfer Approval Rate (%)
Reporting Considerations
Transfer Approval Rate Calculation
Approved Transfers ÷ Total Transfer Requests × 100- Includes transfer requests submitted during the reporting period.
- Approved transfers represent successfully processed transfer requests.
- Metrics are aggregated using the selected filters.
Platform Accounts by Party Status
The Platform Accounts by Party Status report displays platform account counts grouped by party status.
A party may represent an individual, business, merchant, seller, buyer, or other platform participant depending on the implementation.
This report enables operations teams to monitor onboarding progress, account readiness, and overall platform participation.
Supported Filters
- Time (Day, Week, Month)
- Country
Data Points
- Active Parties
- Pending Parties
- Blacklisted Parties
- Party Count by Status
Reporting Considerations
- Status values are derived from the platform party record.
- Counts reflect party status at report generation time.
- Status definitions may vary based on platform configuration.
Supported Party Statuses
- Active – Party is eligible to participate in platform transactions.
- Pending – Party onboarding or verification activities are incomplete.
- Blacklisted – Party has been restricted from platform participation.
General Ledger Balance
The General Ledger Balance report provides visibility into balances maintained across platform ledger accounts and supports reconciliation and financial monitoring activities.
The report enables operators to review account balances, monitor ledger positions, and validate financial activity across the platform.
Supported Filters
- Date Range
- Account Type
- Currency
- Balance Status
Data Points
- Ledger Account
- Available Balance
- Pending Balance
- Total Balance
- Currency
- Last Updated Timestamp
Reporting Considerations
- Balances represent the ledger position at the time of report generation.
- Supports reconciliation and operational review workflows.
- Values may include settled and pending financial activity depending on account configuration.