The Switch Dashboard offers a comprehensive and user-friendly interface to support your payment strategy. By allowing Merchants to quickly interact with Transactions, study Analytics, and tap into Settlements and Reports, the Switch Dashboard makes setting up and managing your payment operation much simpler, quicker, and straightforward.

Analytics

The insights provided by the Analytics’ tab allow Merchants to verify the status of Transactions and spot opportunities for transaction optimization. At the same time, this part of the Switch Dashboard offers an in-depth look at the landscape of Merchants’ Transactions, be it by location, time, or device.

This overview can show results from a specific date or summarize the data acquired over the week, month, or year.

Filters can aid navigation in the Analytics tab. These filters refer to Payment Methods employed, currency, and country, and device used for Payment. It is also possible to filter by the success or failure of the Transactions and by date.

The first data display shown in Analytics is balance. Here users can check the total volume of transactions and the total number of payments over a day, week, month, or year.

In the Dashboard, users can tap into all sorts of additional information. This includes the percentage of refunds, the acceptance rate, and the average Transaction amount, and the average Payment fees. The unsettled balance is also on display so Merchants can check the amount of funds still outstanding throughout their Providers’ base.

Details on Transactions range from the split of Payment Methods used, the currency applied and the device used for payment credential collection in the transaction. Information like this is useful to the user as it provides insight into customers’ payment environment.

It is also possible to understand the geographical source of Payments by paying attention to the mapped distribution per country. Customers’ locations appear listed on this interactive display.

Transactions

When it is time to dive deep into the Transactions going through your Payment Channels, everything is laid out for you on the Transactions tab. This includes Payment Methods, Providers involved, and the status of Transactions. Merchants can generate reports with the data they see fit and export particular transactions.

Whilst generating a Report, it is possible to select the metadata and parameters you are looking for, be it for Charges, Instruments or Payments. After filtering transaction data, it’s possible to export both in a CSV or Excel file. You can observe transactions through a simple Charge-Instrument-Payment logic or pinpointing all Lifecycle Events.

When watching out for transactions, quickly understanding the status of each one is very important. There are five possible statutes for transactions in the Switch Dashboard. Invalid instruments are highlighted by default.

When consulting a Charge, you can find its id, amount, currency and status in the header. The Channel through which it was processed and the details from the request log which include the consumer’s IP address and country. The Risk Rules and how the Charge abides by them or not can also be found in the Charge details.

Going into the details of each registered Instrument, you can observe its respective Charge, as well as the amount, currency and id. Besides the details already granted by the Charge, you will get access to the Instrument parameters, which describe the authentication parameters provided by your Customer, as long as they do not fall under the scope of sensitive data according to the relevant Payment Scheme, in which case we will not expose them for security reasons.

Following the Instrument comes the Payment, which is also registered with every Transaction and includes the results of the Payment process. Through the Payment page, you can also generate Refunds, be it full Refunds or partial Refunds.

Settlements

The Settlements tab includes which funds have been notified by the Provider as being transferred to the designated Merchant bank(s) account(s). You can export settlement data, be it the entire record of settlement or settlements filtered by Charge, Instrument, or Payment parameters.

Each settlement is associated with a specific Provider, which is responsible for said settlement. You can access Providers’ statements through the Sources subtab. Settlement information includes the number of Transactions settled, Transactions not found, Refund settlements, and Dispute settlements.

The agreements settled between Merchants and Providers that rule the settlements listed can be accessed under Agreements. These include Payment Methods, the Provider, and the agreed processing rates under each Merchant Agreement signed directly between the Merchants the respective Provider, which shall be configured on each Channel.

Risk

Risk is all about identifying dubious transactions. It can be relevant to set rules which pinpoint what Payments you need to give extra attention to or even reject altogether. On the Risk management portion of the Dashboard, you can find Risk results attributed to specific reasons. These reasons derive from the Risk Rules created by you.

Risky Transactions are classified as reviewed and blocked. Once a Risk Rule is activated, you can analyze the respective transaction, understand if it must be blocked, or if it needs to be refunded and proceed accordingly. Afterward, you can mark the Transaction as reviewed.

There are different types of Risk Rules. To add a new rule, edit a previous one, or have access to the list of rules, you should tap into the Rules and Providers Page.

Before applying rules you can test them in the Test tab. This is useful to understand the rules you can create, the fields they can have and if they apply correctly to the Transactions you are trying to avoid.

Channels

One of the great advantages of the Switch Dashboard is that you can quickly pick and choose the Payment Methods available to your Customers. The available list depends on the available Providers with which you establish a direct Merchant Agreement. Nonetheless, you can add and remove Channels without fuss and quickly customize your users' checkout experience. This freedom of Channels allows you to quickly adapt your interface and payment strategy and immediately present it to your Customers.

Another advantage of the Channels is that you can segment your Customers’ Transactions by Payment Method through the configuration of Routing Rules. This can have advantages concerning your Transaction profile (e.g. amount, issuing country, currency, etc.), and the fees applied to your Transactions according to each Merchant Agreement.

Terminals

Under terminals, you can find the list of Terminals available to your customers, including Terminal Model and serial number. You can also change the Terminal settings in this section by adding new terminal models. You can also include the language used, the daily session end time, and the supervisor and maintenance PINs.

Events

Under events, you can find all the Lifecycle Events derived from your Transactions. These are listed by date and include the type of event, its id, and its status. Each event is usually associated with a flow of Charge, Instrument, and Payment and a specific webhook URL, you can find details for each of these on Event Handling. Events are useful to locate specific instances in your transactions and also understand their source and where they could have failed in case they reveal themselves to be invalid. You can also search for events by event ID or Webhook status.

Additionally, the Events' tab can be used by your development team for integrations purposes and troubleshooting issues with infrastructure communications.

Reporting

Under Reporting, you can set report templates for your Transactions. Through these report templates, you can download transaction data that is recurrently necessary to your operations or make a note of a specific sales strategy or Payment’s time frame. Reports allow you to map out total Transactions for a specific date, understand the average amount per transaction, and the total profit. You can limit reports to a specific currency, charge_type, and transaction_type.

Dashboard Settings

The first step when finding your ground in the Switch Dashboard is selecting the Merchant Account. Merchant Accounts can figure at different levels, depending on whether they are main Merchant or Submerchant Accounts. After selecting the Merchant Account, users can access all the information the Dashboard has to offer on said Merchant Account and go over all the available actionable items, which include the Platform Components previously mentioned.

Account Details

Under the User’s Account option, it is possible to find account details, like name and email, and the set up two-factor authentication. One important detail to consider under Account is the personalization board. Here the user can select the language of the Dashboard, the time zone, the date format, and the state of the Merchant API (Live, Staging, Custom).

Merchants

You can search for existing Merchants by name under your Dashboard's logotype. To get access to the full list of merchants and respective account names and account id access the Merchants tab.

Merchant information is condensed in the Merchants tab. Here you can find the main merchant, its account id, and environment. You can also find the list of Submerchant Accounts, in case they exist, and search and manage said Submerchant Accounts.

Settings

In Settings, you can create Processing API Keys and Merchant API Keys and manage the ones already in use. Settings also include permissions and authorization groups for users. This is the part of the Dashboard where you can hand out different permissions to different members of your organization so that they can access all the different Dashboard tools.