How to read the Payments snapshot report

This report presents an overview of your payment metrics, allowing you to monitor successful payments, successful refunds and your net sales.

Filters

To customise the dashboard to your needs, use the following filters:

Field Name	Description
Company	Merchant company as defined in your Wpay account hierarchy.
Merchant group	Merchant group as defined in your Wpay account hierarchy.
Site ID and name	Site ID and name as defined in your Wpay account hierarchy.
Channel	The payment channel used, e.g. In store, Online.
Card type	The payment card type, e.g. Debit, Credit, Alternative Payment Methods (APM).
Scheme	The payment scheme, e.g. Visa, Mastercard, Alipay etc.

You can further tailor the dashboard using the following toggles:

Toggle Name	Description
Timeframe	Choose between a daily, weekly or monthly selection for the dashboard data.

The successful payments graph provides a view of your purchase amounts and counts based on approved purchase attempts.

The successful refunds graph provides a view of your refund amounts and counts based on approved refund attempts.

The net sales graph provides a view of your purchase amounts and counts based on approved purchase attempts and approved refund attempts.