Overview
Residuals Analytics provides dashboards for tracking residual income and performance trends across multiple processors. Administrators can monitor portfolio performance, identify trends and changes, and investigate the underlying data without manually comparing individual residual reports. Access is managed through user-class permissions.
- Income and payout trends: Compare residual income and payouts over time and review overall residual totals.
- Portfolio performance: Track key metrics, including merchant count, income, basis points (BPS), and net income.
- Merchant insights: Identify top merchants by processing volume or net income and analyze portfolio breakdowns by state and industry.
- Filters and report details: Adjust the default 12-month date range, apply additional filters, and open charts to view, search, or export their underlying data.
Prerequisites
To use this feature, the Residuals Analytics permission must be enabled for your user class.
Use Residuals Analytics
Open the Residuals Analytics page from the navigation sidebar.
The page displays several reports, including Residuals Totals, Income & Payouts, and other analytics charts.
Reports display data from the last 12 months by default. To change the data shown, click Filters in the upper-right corner, select the appropriate filters and date range, and apply your changes.
Each chart includes a View Details button in the upper-right corner. Click it to open the data used to generate the chart. From the detailed report, you can view, search, and export the data.
Available analytics charts
The following charts are available on the Residuals Analytics page.
Residuals Totals
Income & Payouts
Merchant Count & Income
BPS & Net Income
Top Merchants by Volume
Top Merchants by Net Income
Merchants by State