About Insights

Insights empowers you to go beyond standard dashboards and access a wide range of detailed data through an intuitive interface. This allows you to create more customized and in-depth reports.

Insights allows you to explore reporting in two main ways:

• Pre-built metrics: These are pre-calculated metrics that run overnight and show you quick insights across a range of metrics.
• Raw data: These are your raw, realtime data tables that allow you to create tables or aggregate graphs across your data.

Within the Raw Data option you can explore data such as:

• Disputes
• Transactions
• Rules
• Rule Impact

The data within the Raw Data is in near real-time for most of the data sources.

Preset reports

Building a report

Save and share Reports and add to Boards

Errors and Error handling

Exporting to CSV

About Boards

Boards allow you to group your reports in one place so you can easily view and share the data that is important to you and your team.

The main boards page will show you all the boards you have access to. If you have edit access, you can update the board settings or delete the boards by clicking on the menu option on the right.

Create Boards