View All Analytics
Merchants can view analytics by navigating to the Analytics tab. Analytics include data trends across transactions, payments, risk analysis outcomes, and funding. Information displayed is updated hourly.
You must have Administrator or Analyst permissions to view the Analytics tab. See Role Permissions for a full list of permissions available.
How to View Analytics
- Log in to the Bolt Merchant Dashboard.
- Navigate to Analytics.
- Select a view.
View Options
Controls
Use controls to filter, export, print, and sort analytics.
You can expand the controls by selecting the double chevron icon.
Add Filters
- Log in to the Bolt Merchant Dashboard.
- Navigate to Analytics.
- Select a view.
- Scroll to Controls.
- Select a filter from the options.
The view is automatically updated to reflect changes to filters applied.
Reset Filters
- Log in to the Bolt Merchant Dashboard.
- Navigate to Analytics.
- Select a view.
- Scroll to Controls.
- Hover a filter to reveal the ellipses icon; select it.
- Select Reset.
You can also select the reset icon located in the main controls bar to reset all filters at once.
Undo / Redo Filters
- Log in to the Bolt Merchant Dashboard.
- Navigate to Analytics.
- Select a view.
- Scroll to Controls.
- Define your filters.
- Select the Back or Forward icon.
Export
- Log in to the Bolt Merchant Dashboard.
- Navigate to Analytics.
- Select a view.
- Select a metric.
- Select the ellipses icon > Export to CSV.
- Select Done once the download is complete.
Set Time Range
Each visualization can toggle between a quarterly, monthly, daily, and hourly view of your metrics.
- Log in to the Bolt Merchant Dashboard.
- Navigate to Analytics.
- Select a view.
- Double-click the visualization to select it. The visualization highlights with a white border.
- Hover over a plot point and select the line.
- Select Drill up to […] or Drill down to […] to modify the granularity of the time frame.
You can drill down into hourly from the Day level of granularity by selecting the Drill down from timestamp button in the visualization’s control options.
Sort
All tables can be sorted by selecting the column header and toggling between the following organization options:
- Strings:
az-za - Numbers (including dates):
ascending-descending.
