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Insights

To properly assess the results of your webshop / sales location, statistics are of great importance. PAY. has therefore invested a great deal of time in developing statistics, which can be divided into:

  • Paid Transactions
  • Management Statistics
  • Trend Statistics

1. Using Filters

Filter Type, Operator, and Value

Filters gebruiken 1

Statistics only become truly useful once filters can be set, so that you can retrieve specific data. A filter consists of 3 fields: Image: Filter Type, Operator, and Value

  • Field 1: Type
    There are more than 30 different types you can filter on, such as payment method or sales location
  • Field 2: Operator
    The available operators are 'equal to', 'not equal to', 'less than', 'greater than', and 'contains'
  • Field 3: Value
    Here you can enter the value for the type you want to filter on. Where applicable, options are shown in a select box.

Setting Up a Filter

For both paid transactions, management and trend statistics, you can easily use one or more filters. Follow the steps below to do so.

Filter

Filters gebruiken 3

  • In the Admin Panel, go to the Reports » Management https://admin.pay.nl/statistics tab. (You will also find the filter under 'paid transactions' and 'trends'.)
  • At the Filter field you will see a checkbox; check it to activate the filter. Image: Activating the Filter
  • A new line appears where you can enter the 'type', 'operator', and 'value' fields Image: Filter. Do you want to add an extra filter? Then click the green 'plus' icon.
  • Enter the data you want and click the 'Retrieve Data' button to apply the filter

2. Available Filters (Fields)

Availability of Filters and Group (Display) Functions

PAY. provides approximately 30 filters for generating reports. The availability of filters within your package type is shown below.

4. Management Statistics

The management statistics display the results in a graph and a table. Unlike with 'paid transactions', you can group a certain selection so that the results become more insightful.

Management Statistics

Management statistieken 2

Viewing Management Statistics

To view the 'Management Statistics', follow the steps below:

  • In the Admin Panel, go to the Reports » Management Statistics https://my.pay.nl/statistics tab.
  • At the Period Image: Select Desired Period field, select the dates for which you want to see the results. You can choose a default value such as 'This week' or a custom value using the 2 date fields.
  • Optionally, you can set a filter so that you can display the results for a specific selection.
  • Using the View Display Per field, you can group the selection (for example, per day) and set whether you want to view the results on your Screen (default) or want to export them to a PDF or CSV format.
  • Finally, click the 'Retrieve Data' button to display the management statistics Image: Management Statistics.
Exporting

Exporting Statistics

Management statistieken 3

You can export the results of your search to a PDF or CSV format. Exporting these statistics is an option available from the Professional package onward.

  • In the Admin Panel, go to the Reports » Management https://my.pay.nl/statistics tab.
  • At the View Display Per field, you will see a default option 'Screen'. Select the format you want to use for displaying / downloading the results here. Image: Exporting Statistics