Reporting and analysis
An article about the tools available in Dashboard for analysing payment processing and operational results and how to work with them.
Introduction
When working with the Ecommpay platform, you have a range of options for analysing payment processing data (for example, payment status data, consolidated results, chargebacks, financial results, and so on)., covering information about the statuses and execution details of individual operations, consolidated payment results broken down by different criteria, declined payments and chargebacks, financial results, and so on. This information is available through various interfaces (details); however, for reporting purposes, Dashboard and the Data API are the most relevant.
Classification of data
To better understand the specifics of reporting data available for analysing payment processing results, refer to the following classification.
- By processing stage:
- Preliminary data or data for preliminary analysis—operational data focused on the statuses and technical aspects of operation execution, without accounting for the final financial processing of these operations on the Ecommpay side (that involves fee calculation and financial reconciliation). This data can be used for monitoring and analysing payment processing, but it should not be used for final results analysis or financial reconciliation on the merchant side.
- Reconciled data or data for final analysis—processed and finalised data focused on the final financial results of operation execution on the Ecommpay side (including fee calculation, deductions, and adjustments resulting from financial reconciliation). This data can be used for final results analysis and financial reconciliation on the merchant side.
- By granularity:
- Summary data or data for high-level analysis—aggregated data across a defined set of operations, focused on consolidated results for the selected time period. This data can be used for general performance analysis (by project, cash flow type, payment type, and so on).
- Detailed data or data for granular analysis—granular data on specific operations, focused on the aspects of each individual operation. This data can be used for per-operation analysis (for example, by operation execution time, decline reason, or fraud indicators).
Analysis capabilities
Depending on the type of data required, the tools available for analysing payment processing and operational results can be categorised as follows.
| High-level | Granular | |
| Preliminary | An analytics panel with charts and tables in the Analytics section of the Dashboard interface |
Report files with tables obtained via the Reports section of Dashboard |
| Final | Report files with tables obtained via the Finance section of the Dashboard interface |
Responses to requests sent to the |
Information about working with the sections of Dashboard mentioned above and the endpoints of the Data API can be found in the following articles:
- Using the analytics panel—how to build various analytical layouts with high-level data on preliminary payment processing results and export them to different formats for further use.
- Receiving reports—how to configure reports with granular data on preliminary payment processing results and export them for further analysis.
- Receiving financial statements— how to export reports with high-level data on final financial results for payment processing across individual balances.
- Retrieving reports via the Data API—how to retrieve granular data on preliminary payment processing results and final financial results via requests and responses.
Combining these capabilities allows you to address a wide a range of tasks—both by working directly with the Dashboard interface and the files exported from it and by importing the data retrieved via Dashboard and the Data API to the external BI systems that you use in your company. If you have any questions about reporting, refer to the articles in this documentation or the Ecommpay specialists.