PayXpert - User documentation

Statistics

Because analyzing long lists of transactions can be cumbersome, our Statistics area’s filters and grouping options give you high-performance access to our database so that you can rapidly analyze the data at different angles to detect patterns or errors. And from your statistics results, you can use shortcuts to jump over into sub detailed lists of transactions, saving you lots of time and reducing your list to the real transactions of interest.

You can save your custom search settings so that you do not have to set up all your filters again the next time you log in. Once saved, these become your “Pre-defined” Statistics.

Controls

You have the ability to control how your Statistics appear, what data is shown and for when.

Layout

The most important fields concerning the layout of your output are ‘Display’ and ‘Output mode’.

Display controls which repeating segments of columns you will see
The same Display, but in another Output mode

Grouping

Grouping your statistics results helps you break your output up into smaller chunks:

Example

Let’s look at an example in which grouping helps us use our statistics output intelligently.

We want to view the acceptance rates for our e-commerce business last month. But more specifically, we want to see how we fared among the different card issuers, and if the level of card made a difference. Therefore, we set our grouping levels accordingly:

And now we can see the conversion ratio for each card-issuing bank. For this bank, we see that we perform better with the higher-level card:

For the next bank, compared to the 50% acceptance seen above, we performed a bit better with the Classic level card:

We could also compare refund success rate, the number of chargebacks coming from each issuer, our rebill success rate among the issuers, or even see which issuer most of our fraud alerts are coming from. And here we could also check if the card level has anything to do with it:

Furthermore, if we have merchant accounts with more than one acquiring bank, we could actually compare these statistics results in terms of acquirer:

We could then see which acquirer does better (or worse) with a given card issuer:

Uncovering these type of statistics could help us determine new transaction routing rules that could be implemented in order to make our e-commerce business more successful.

Dates

Next, controlling the time period for which you want us to compute your data is also a major control:

  • The ‘Start’ date field is auto-filled to a week prior but you can change it via the calendar

  • Next to the Start date field you’ll find a switch. Use it to toggle the end date limit between a period of time or a specific stop date:

  • Finally, the ‘Unit’ drop-down list lets you choose the granularity of your statistical output: you can aggregate your data into chunks of one hour, one day, one week or one month.

Period details, Empty periods

If you just need to see the total statistics for your time period, and you don’t want to see them for every day, hour or week within said period, then un-check the ‘Display period details’ button:

Another feature of note is the “Display empty period' button:

This button lets us visualize days, hours, or weeks etc., where there have been no transactions:

Viewing data from a different perspective

Finally, the ‘Time zone' and ’Date type' fields allow us to look at our transaction data from the viewpoint of another time zone or type of date. For time zone, the transaction data will appear time-stamped in the time zone you select. For date type:

  • ‘Creation date’, the default selection, will display your transactions statistics based on the dates they were created in our system

  • ‘Value date’: currently not available for use

  • ‘Operation date’: This option shows you the real transaction date. This can be helpful when viewing frauds, for example, because when the frauds actually occurred is more important than when they appeared in our system

  • 'Reconciliation date': currently not available for use

Viewing Statistics

To view a set of statistics on your transaction types:

  1. In the Custom Statistics area, select the desired filters and controls.

  2. Click Compute. The output is generated below the controls.

Tip: Click the Download button to create an Excel file of the displayed output.

Drilling down to the transactions comprising a set of statistics

From a computed set of statistics, you can then drill down to the specific transactions for that set. In fact, there are two ways to do this:

  • To see all the transactions from your statistics results, click the direct link:

You will be redirected to the Transactions area, where the transactions from your currently displayed statistics results will be shown:

Note that you can also view transactions in this way for grouped statistics:

  • Another option, which lets you view an even smaller number of transactions, is to click the date or the “Total” links that appear in blue:

    In the example above, clicking the first link would take us to the transactions in US Dollar for a specific date in our statistics table. The second link would show us ALL the transactions from our statistics set that were made in US Dollar.

Pre-defined Statistics

If you generate a view that you like, you can save the same criteria for your next login.

To create a Pre-defined Statistics view:

  1. Create a Custom Statistics view by filling out the desired fields. You can click Compute if you want to preview the output, if not already visible. Computing is optional.

  2. In the “Save search criteria as” box, enter a name for your pre-defined view and click Save.

  3. The view can be found in the Pre-defined Statistics area the next time you open the Statistics tab.

     

To view one of your saved Statistics, select it and click Display.

To delete a saved view from the list, select it and then select the Delete button in place of Display. A pop-up from your browser will ask you to confirm.

 

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