> ## Documentation Index
> Fetch the complete documentation index at: https://yn-c9bb3266.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.
# Insights
> Analytics dashboard for payment volume, conversion rates, and fraud metrics
## Overview
The Insights section provides a comprehensive analytics dashboard for understanding your payment performance. Access it at **Dashboard > Insights** to view transaction trends, identify optimization opportunities, and monitor fraud indicators.
Insights organizes data across four tabs: **Overview**, **Volume**, **Conversion Rate**, and **Fraud**.
## Date Range and Filters
All Insights tabs share a global filter bar at the top of the page:
| Filter | Options | Description |
| ------------------ | --------------------------------------------- | -------------------------------------- |
| **Date Range** | Preset (Today, 7d, 30d, 90d) or custom picker | Time period for all charts and metrics |
| **Comparison** | Previous period, same period last month/year | Overlay comparison data on charts |
| **Country** | Select one or more countries | Filter metrics by transaction country |
| **Payment Method** | CARD, PIX, BANK\_TRANSFER, etc. | Filter by payment method type |
| **Provider** | Select one or more connections | Filter by processing provider |
| **Currency** | ISO 4217 codes | Filter by transaction currency |
Filters apply across all tabs. Switching tabs preserves your current filter selections.
## Overview Tab
The Overview tab provides a high-level snapshot of your payment performance:
### Key Metrics
| Metric | Description |
| --------------------- | ----------------------------------------------------- |
| **Total Volume** | Sum of all transaction amounts in the selected period |
| **Transaction Count** | Number of transactions processed |
| **Approval Rate** | Percentage of transactions with status `SUCCEEDED` |
| **Average Ticket** | Average transaction amount |
### Summary Charts
* **Volume over time:** Daily or hourly transaction amount, with comparison overlay
* **Top payment methods:** Ranked by transaction count or volume
* **Top countries:** Ranked by transaction count or volume
* **Provider distribution:** Pie chart showing transaction share per provider
## Volume Tab
The Volume tab provides detailed breakdowns of transaction activity:
### Transaction Count and Amount
View transaction count and total amount as time-series charts. Toggle between daily, weekly, and monthly granularity.
### Breakdowns
| Breakdown | View |
| --------------------- | ---------------------------------------------------------------------------- |
| **By Payment Method** | Stacked bar chart showing volume per method over time |
| **By Country** | Stacked bar chart showing volume per country over time |
| **By Provider** | Stacked bar chart showing volume per provider over time |
| **By Currency** | Table with totals per currency |
| **By Status** | Distribution of transaction statuses (Succeeded, Failed, Pending, Cancelled) |
### Data Table
Below each chart, a sortable data table displays the underlying values. Click any column header to sort. Export the table using the **Export** button.
## Conversion Rate Tab
The Conversion Rate tab helps you understand and improve approval rates:
### Approval Rate Trends
A line chart showing approval rate over time, broken down by:
* **Overall:** Aggregate approval rate across all transactions
* **By Provider:** Compare approval rates across providers to identify underperformers
* **By Payment Method:** Identify methods with lower-than-expected approval rates
* **By Country:** Detect regional approval rate variations
### Decline Reasons
| Section | Details |
| ----------------------- | ----------------------------------------------------------------------- |
| **Top Decline Codes** | Ranked list of decline reason codes with count and percentage |
| **Decline Trend** | Time series of decline volume, segmented by reason |
| **Provider Comparison** | Side-by-side decline rates across providers for the same payment method |
Decline reason codes come from the downstream provider. Different providers may return different codes for similar decline reasons. Refer to each provider's documentation for code definitions.
### Provider Comparison
A comparison table showing key metrics side by side for each provider:
| Provider | Approval Rate | Avg Response Time | Error Rate | Volume Share |
| ---------- | ------------- | ----------------- | ---------- | ------------ |
| Provider A | 85.2% | 1,200ms | 2.1% | 60% |
| Provider B | 78.5% | 1,800ms | 4.3% | 40% |
## Fraud Tab
The Fraud tab surfaces risk indicators and chargeback data:
### Key Fraud Metrics
| Metric | Description | Healthy Range |
| --------------------------- | ----------------------------------------------- | ------------- |
| **Chargeback Rate** | Chargebacks as percentage of total transactions | \< 1% |
| **Fraud Alert Count** | Transactions flagged by risk conditions | Varies |
| **Risk Score Distribution** | Histogram of transaction risk scores | Skewed low |
### Chargeback Analysis
* **Chargeback rate over time:** Track trends against card network thresholds
* **Chargeback reasons:** Breakdown by reason code (fraud, not recognized, product issue)
* **Chargeback by country:** Geographic distribution of chargebacks
Card networks impose chargeback rate thresholds. Exceeding 1% chargeback rate may result in monitoring programs or penalties. Use the Fraud tab to track your rate proactively.
### Merchant Advisory Codes (MAC)
Merchant Advisory Codes are signals from card networks that indicate potential fraud patterns on your account:
| MAC | Meaning | Recommended Action |
| -------------------- | ------------------------------------------ | ---------------------------------------------------------- |
| **Excessive fraud** | Fraud rate above network threshold | Review risk conditions, tighten fraud filters |
| **High chargeback** | Chargeback rate approaching limits | Investigate chargeback reasons, improve dispute management |
| **Unusual activity** | Transaction patterns deviate from baseline | Review recent transactions for anomalies |
When a MAC is issued, it appears as a banner in the Fraud tab with the code, description, and recommended actions.
### Risk Score Distribution
A histogram showing how transaction risk scores are distributed. Use this to:
* Calibrate your risk condition thresholds
* Identify if your risk model is blocking too many legitimate transactions
* Detect shifts in fraud patterns
## Custom Charts
Create custom visualizations by combining metrics and dimensions:
1. Click **Create Chart** in any tab
2. Select a metric (volume, count, approval rate, etc.)
3. Choose a dimension (country, provider, payment method, date)
4. Apply optional filters
5. Select chart type (line, bar, pie, table)
6. Click **Save to Dashboard** to pin the chart
## Dashboard Personalization
Customize your Insights layout:
* **Drag and drop** widgets to rearrange the dashboard
* **Resize** widgets by dragging the corner handle
* **Hide** widgets you do not need (restore from **Customize** menu)
* **Create multiple layouts** for different team roles (e.g., Finance vs. Engineering view)
Personalization settings are saved per user account and persist across sessions.
## Export and Scheduled Reports
### Manual Export
Click the **Export** button on any chart or data table to download:
| Format | Use Case |
| ------- | ----------------------------------------- |
| **PDF** | Share formatted reports with stakeholders |
| **CSV** | Import into spreadsheets or BI tools |
### Scheduled Reports
Set up automated report delivery under **Insights > Scheduled Reports**:
1. Click **Create Scheduled Report**
2. Select the metrics and filters to include
3. Choose frequency: daily, weekly, or monthly
4. Add recipient email addresses
5. Select format (PDF or CSV)
Scheduled reports use the timezone configured in **Settings > Account Preferences**. Adjust your timezone setting to ensure reports align with your business hours.