Report & Analytic
Last updated: 2026-10-02
A deeper dive than the Overview page — view data broken down by day, analyze your most frequent payers, and export to Excel.
Report & Analytic
If the Overview page answers "how's business overall?", this page answers more detailed questions like "which day sold the best?" or "which payer transfers money in most often?" — and lets you download the data to work with further.
Screenshot
This page is long, with 3 main sections — capture each one separately.
| Number | What it is |
|---|---|
| 1 | Time range picker (default is 30 days) |
| 2 | Refresh button |
| 3 | 8 summary cards: Total Pay-In, Total Pay-Out, Total Withdrawal, Total Fee, Net Flow, and the transaction counts for Pay-In / Pay-Out / Withdrawal |
| 4 | Daily transaction chart, with a color legend below the chart |
Below the daily transaction chart is a stacked daily fee chart, followed by a table with the details broken down by day/merchant:
| Number | What it is |
|---|---|
| 1 | "Detail by Merchant" heading |
| 2 | Export button (download as an Excel file) |
| 3 | TOTAL row at the bottom of the table |
| Number | What it is |
|---|---|
| 1 | Summary cards: Total Payers, Total Amount, Total Transactions |
| 2 | Payer name search box |
| 3 | Export button (download as an Excel file) |
| 4 | Payer summary table — name, transaction count, total amount, first/last transfer date |
What you can do here
View the overview and daily charts
The summary cards at the top give totals for the entire selected time range. The two charts below help you see day-by-day trends — the first chart compares Pay-In / Pay-Out / Withdrawal amounts for each day, and the second breaks down the fees paid each day by type.
View the table broken down by day and merchant
The "Detail by Merchant" table breaks down every figure (Pay-In/Pay-Out/Withdrawal amounts and each type of fee) by day, with a total row for the currently displayed page at the bottom. Click Export to download the current page's data as an Excel file.
Analyze payers (Payer Summary)
This section aggregates data by the name of each Payer who has transferred money into your store during the selected time range — showing the number of transfers, the total amount transferred, and the first and most recent transfer dates. Use the search box to filter down to a specific name, then click Export to download the filtered list. Use this to identify repeat customers or see who transfers money in most often.
Good to know
- This page has no separate currency or merchant filter — it only shows the store you're currently working in, for the selected time range.
- Exporting on this page only downloads the data currently shown on the current table page. If you need all the data for a wider time range, use the Export CSV button on a list page instead (e.g. Pay-In Requests), which pulls all data matching your filters, not just the page you're viewing.
Related pages
- Overview — a quick summary for a fast daily check