Members Portal manual · Portal

Dashboard

The dashboard is the landing screen of the Members Portal. It summarises online and POS activity for the period you select so you can see turnover, transaction counts and settlement status at a glance.

Read the summary tiles

  1. 1Pick a date range from the period selector at the top right.
  2. 2Online transactions and POS transactions are split into separate tiles.
  3. 3Each tile shows total value, successful count and failed or pending count.

Drill into a figure

  1. 1Select any tile to open the matching transaction list already filtered.
  2. 2Use the charts to compare channels: cards, wallets, Apple Pay and Google Pay.
  3. 3Export the filtered view from Reports when you need it in Excel.

Tip: The dashboard reflects the merchant account you are signed into. If you manage several outlets, switch account first.

Same chapter in the PDF (page 5)
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