Paysight Reports

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Reports Dashboard Overview

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Report Types

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Master Report: The Main Analytics Tool

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Key Features

• Transaction based dates: All data is shown by the date the transaction was completed (such as settled or refunded), not by when a customer signed up. This is important for matching up with payouts and financial records.
• Flexible filters: You can filter by date, merchant, status, transaction type (such as refunds, pre-authorizations, chargebacks, voids), billing cycle, product, or subscription plan.
• Expand or group: Drill down for details, or roll up for summary views. Export filtered results as CSV for finance, audit, or analysis.
• Live operational numbers: Track approvals, declines, refunds, chargebacks, profits, costs, subscription counts, and any custom fields you use (like campaignId or affiliateId).
• Consistent reporting: All times are UTC. Double check exported data against your finance tool’s time zone.

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Example Workflow

1. Pick a date range.
2. Choose which to Breakdown by such as MID Name, Transaction Type, Amount and other options
3. You can also use filter options by MID, Product, Payment Attempts or other specific data.
4. Once the data is loaded, you can expand the dimensions and see the breakdown of it. You can check approvals, success rate, pending, all counts and totals
5. Export what you see as CSV for review or external reconciliation.

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Performance Report: Signup Based Metrics

• Grouped by signup date: Shows revenue and customer value based on the day users signed up or opted in. Great for campaign and acquisition analysis.
• Use case: Understand marketing impact, onboarding results, or how recent signups are growing.
• Numbers may differ from Master Report: Performance tracks by signup date; Master Report tracks by transaction date. This helps you answer different business questions.

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Billing Cycles, Refunds, and Subscription Details

• Billing cycles:
  • 0: First activity or card verification, such as $0 or$2 pre auths.
  • 1+: All following scheduled or recurring charges.
• Refunds:
  • Are attached to the same cycle as the original transaction. (For example: a refund for a cycle 1 payment will show under billing cycle 1.)
  • Voids (canceled pre auths) show up as negative entries in billing cycle 0, not as refunds.

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Decline Recovery, Fallbacks, and Retries

• If a payment fails due to insufficient funds, Paysight may retry or attempt a fallback plan. Anyone who switches to a fallback is counted as “signed up” and shown in reports.
• Retries on the same MID = “sub start retry”; on a different MID = “sub start mid retry.” Both are filterable in the report.

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Filtering, Grouping, and Exporting

• Filter by date, merchant, product, status, billing cycle, payment method, or metadata.
• Group and sort to spot trends, exceptions, or delayed settlements.
• Export any filtered dataset as CSV or Excel for financial ops or team review. Always filter first for best results.

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Chargeback Upload & Dispute Management

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Key Features

• Easy Upload: Add your chargeback file with just a few clicks.
• Automatic Matching: Paysight will automatically match each dispute to the correct transaction, so your reporting stays accurate and up to date.
• Full Visibility in Reports: Once uploaded, chargebacks appear in your standard reports, instantly updating your dispute ratios and key metrics.
• Track by Any Dimension: Monitor chargeback rates by MID (merchant account), BIN (issuing bank) or any custom field you use.
• Regulatory Readiness: Stay ahead of changing industry or card network requirements with automated, reliable dispute reporting.
• Multiple Provider Support: Chargeback management is available for supported providers, with more being added over time.

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How It Works

1. Prepare your chargeback file from your bank or processor. See the app for accepted formats.
2. Upload your file via the Chargeback Upload page. The system checks for errors and gives instant feedback.
3. Automatic matching links each chargeback to its corresponding transaction—no more manual lookups.
4. Review and track your chargebacks alongside your sales and transaction metrics, all in one dashboard.
5. Use filters in reports to see dispute rates, trends, and risk by merchant, BIN, or campaign.

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Why Use Paysight’s Chargeback Upload?

• All your dispute data is in one place, matched to your sales and customer records.
• Instant chargeback ratios and insights—no need for external reconciliation work.
• Helps you react faster to rising dispute rates and stay compliant with card schemes or processor policies.

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Tips and Best Practices

• Use Master Report for any accounting or reconciliation, its results are based on when the money moved, not when someone signed up.
• Performance Report is best for acquisition or marketing analysis, as it tracks by signup date.
• Always include transaction type and billing cycle when you export refund data.
• Export custom fields (like campaignId or affiliateId) if you need to track marketing or partnership results.
• Double check pre auths, voids, and fallback scenarios to fully understand where payments are lost or recovered.

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Next Steps