Interaction with the interface

Restriction:

This section describes the new interface Dashboard Light. To learn how to access this interface if you already use Dashboard, see Getting started.

Dashboard Light interface is divided into topic-driven sections with each focused on the corresponding data segment and employing specific operation tools. These sections contain a number of standard items while most tasks are solved with the use of lists. To switch from one section to another, search for data, and perform a range of operations, use the main menu located at the top of the page.

The following is a summary of using the main menu, sections, and lists.

Main menu

Overview

The main menu located at the top of Dashboard Light interface contains tools for selecting the time zone and the language, accessing user account profile, logging out as well as showing and hiding the search panel and the navigation panel which allows users to switch from one section to another.



The main menu with a shown navigation panel: 1 — clock; 2 — navigation panel button; 3 — search panel button; 4 — language switcher; 5 — user information.

Clock

The clock with an option to select the time zone is located in the centre of the main menu. Selecting the time zone affects the way the data is shown in the payments list, but it does not impact the way business days are determined and counted. Business days for reporting purposes are set in UTC + 00:00.

Navigation panel

Navigation panel contains the buttons for switching from one section of the interface to another. The panel always displays all buttons: however, some of them may not be available either because the user account does not have the permissions for working with the section or because the section is still in development.

Search panel

Search panel contains a specified set of fields allowing users to find necessary payments quickly and efficiently. To increase usability and optimise search speed, the panel shows only the most frequently requested parameters, and the search is carried out only if the attributes provided fully match. The search results can be found in the payments list of Payments section.

Figure: The main menu with a shown search panel



The search with the use of the fields shown in the panel but not yet available is still in development and optimisation.

Sections

Dashboard Light interface includes the following sections:
  • My profile — it contains the user information and the tools to configure the user account.
  • Finance — it contains the merchant's balances, with current balances broken down by projects and consolidated balances broken down by specified time periods for all projects.
  • Reports — it contains the tools to prepare reports according to specified parameters and to view and export the reports that have been drawn.
  • Payments — it contains the list of all payments, both completed and in-progress, as well as tools for configuring the way the data is displayed in the list. This section also allows users to view detailed payment information and issue single refunds.
  • Manual payments — it contains the list of all payouts, completed and in-progress, as well as tools for configuring the way the data is displayed in the list. This section also allows users to view detailed payment information and issue single and mass payouts as well as mass refunds.
  • Risks — it contains the list of fraudulent operations and the list of criteria of mearchant whitelists and blacklists, as well as tools for configuring the way the data is displayed in the lists. This section also allows users to manage criteria of whitelists and blacklists.
  • My team — it contains the list of all user accounts of the merchant's employees as well as the tools to manage the user accounts and to view user actions history.

Lists

Dashboard Light implements lists to display large volumes of records with payment data or user account information. One section can contain one or several lists. To switch between them, use buttons with the names of the corresponding subsections.

Figure: Switching between lists



Lists have a uniform design, and all of them allow you to configure the number and the order of columns, filter recorded data and perform a number of actions including switching to detailed payment information or deleting a user account.

Each section which contains a list includes the following types of filters:
  • Predefined filters — they are available via the buttons located at the top of the list, in the filter area. These filters allow users to select or deselect filtering with the use of a single parameter, for example, payment currency in one-click.
  • Custom filters — they are available in a separate panel which is opened with the button on the right located in the filter area. They allow users to filter recorded data according to a total of selected parameters. The settings of such filters can be flexibly configured and saved for future use.

Moreover, depending on the purpose of the list, they include additional tools for working with them. For instance, the payments list allows users to configure the number and the order of columns with the use of the custom filter manager which is opened with the button on the right located in the filter area.



Payments list in Payments section: 1 — a tab with the list of all payments; 2 — a tab with the detailed information about a certain payment; 3 — predefined filters; 4 — a button to reset all filters; 5 — a button to show custom filters; 6 — a button to configure payments list display mode.


Payouts list in Manual payments section: 1 — a tab with the list of all payouts; 2 — a tab with the detailed information about a certain payout; 3 — a button to issue payouts and refunds; 4 — predefined filters; 5 — a button to reset all filters; 6 — a button to configure payments list display mode.


User account list in My team section: 1 — a button to create a new user account; 2 — predefined filters; 3 — a list of all user accounts of the merchant's employees; 4 — tools to edit a user account; 5 — a button to reset all filters; 6 — a button to show custom filters.