Reports & Transactions

📊 Reports & Transactions

The Reports & Transactions section provides merchants and partners with full visibility into transaction activity, performance, and financial data.

What you can do:

• View and filter transactions
• Export transaction data instantly
• Generate downloadable reports for later use
• Monitor overall performance from the dashboard

📁 Available Sections

Under the Reports section in the sidebar:

• Reports
• Transactions
• Reconciliation

This page covers Dashboard, Transactions, and Reports in detail.

Dashboard Page

First Login View

When a user logs in, the Dashboard Page is displayed by default.

The dashboard provides a high-level overview of transaction activity and performance.

Dashboard Widgets

💰 Total Revenue

Displays the total successful revenue amount and number of transactions

🛒 Total Purchase

Displays the total purchase amount and number of purchase transactions

↩️ Total Refund

Displays the total refunded amount and number of refund transactions

🔄 Total Reverse

Displays the total reversed amount and number of reverse transactions

🖥️ Terminals Chart

Shows: • Number of registered terminals • Number of unregistered terminals

📈 Payment Chart

Displays transaction trends over time (purchase and refund)

Top Merchants (Under Partner)

Lists the top merchants based on transaction activity

Dashboard Customization

Move Widgets

Dashboard widgets can be moved and rearranged

Customize View

Widgets can be customized to improve visibility and screen resolution

Date Filters

Available filters: Today, 7 Days, 30 Days, 12 Months

Dashboard View

Transactions Page

Overview

The Transactions page allows users to search, filter, review, and export transaction data.

🔍 Transaction Filters

Users can filter transactions using one or more fields at the same time.

Purchase
Refund
Reverse
Reverse Repeat
Reconcile
Reconcile Repeat

Multiple filters can be applied together to narrow down results.

Export Options

The Transactions page provides two export options:

⚡ Export Transactions

• Exports the currently visible transaction list
• Uses the same applied filters
• File is downloaded immediately

📋 Generate Report

• Uses the same filters applied in the Transactions page
• Generates a report that can be downloaded later
• Useful for large datasets or scheduled reporting

Audit & Traceability

Easy investigation and transaction traceability

Reports Page

What You Can Do

The Reports page allows users to access previously generated reports.

From this page, users can:

View generated reports
Download reports again
Track report status

Reports are generated based on filters selected from the Transactions page.

Key Benefits

Full Visibility

Full transaction visibility

Advanced Filters

Advanced filtering options

Export Options

Instant export or scheduled reports

Customizable

Customizable dashboard view

Clear Separation

Clear separation between real-time transactions and reports

Audit & Traceability

Easy investigation and transaction traceability

Important Notes

Note:

Filters apply only to data the user is authorized to see

Exported data matches the applied filters exactly

Dashboard widgets reflect real-time data