The Statistics tab is all about showing types of transactions. Through the many filters and controls available there, you can fine-tune and tweak which of your company’s transactions to display, and how. You can save your custom search settings so that you do not have to set up all your filters again the next time you log in. Once saved, these become your “Pre-defined”.
You have the ability to control how your Statistics appear, what data is shown and for when.
The most important fields concerning the layout of your output are ‘Display’ and ‘Output mode’.
Grouping is also a powerful feature, by which you can break your output up into smaller chunks:
Next, controlling the time period for which you want us to compute your data is also a major control:
The ‘Start’ date field is auto-filled to a week prior but you can change it via the calendar
Next to the Start date field you’ll find a switch. Use it to toggle the end date limit between a period of time or a specific stop date:
Finally, the ‘Unit’ drop-down list lets you choose the granularity of your statistical output: you can aggregate your data into chunks of one hour, one day, one week or one month.
Period details, Empty periods
If you just need to see the total statistics for your time period, and you don’t want to see them for every day, hour or week within said period, then un-check the ‘Display period details’ button:
Another feature of note is the “Display empty period' button:
This button lets us visualize days, hours, or weeks etc., where there have been no transactions:
Viewing data from a different perspective
Finally, the ‘Time zone' and ’Date type' fields allow us to look at our transaction data from the viewpoint of another time zone or type of date. For time zone, the transaction data will appear time-stamped in the time zone you select. For date type:
‘Creation date’, the default selection, will display your transactions statistics based on the dates they were created in our system
‘Value date’: currently not available for use
‘Operation date’: This option shows you the real transaction date. This can be helpful when viewing frauds, for example, because when the frauds actually occurred is more important than when they appeared in our system
'Reconciliation date': currently not available for use
To view a set of statistics on your transaction types:
In the Custom Statistics area, select the desired filters and controls.
Click Compute. The output is generated below the controls.
Tip: Click the Download button to create an Excel file of the displayed output.
From a computed set of statistics, you can then drill down to the specific transactions for that set:
If you generate a view that you like, you can save the same criteria for your next login.
To create a Pre-defined Statistics view:
Create a Custom Statistics view by filling out the desired fields. You can click Compute if you want to preview the output, if not already visible. Computing is optional.
In the “Save search criteria as” box, enter a name for your pre-defined view and click Save.
The view can be found in the Pre-defined Statistics area the next time you open the Statistics tab.
To view one of your saved Statistics, select it and click Display.
To delete a saved view from the list, select it and then select the Delete button in place of Display. A pop-up from your browser will ask you to confirm.