• Overview
• Prerequisites
• Navigate to Portfolio Activity
• How Portfolio Activity works
• Use Portfolio Activity
  • Filter Portfolio Activity
  • Review the Booked Volume and Transaction charts
  • Use the merchant report
  • Manage report columns
  • Manage Monthly Volume and Average Ticket
  • View merchant details
  • Add report notes
  • Export your report
• Frequently asked questions

Overview

Portfolio Activity provides the information you need to monitor merchant activity and keep your portfolio growing.

By identifying merchants that are processing, not processing, or closed, you can quickly find opportunities to activate new merchants, resolve processing issues, monitor attrition, and understand the volume and transactions gained or lost across your portfolio.

This article explains how to access and filter Portfolio Activity, review volume and transaction trends, manage merchant information, add notes, and export your report.

Prerequisites

Before using Portfolio Activity, make sure:

• The Portfolio Activity permission is enabled for your user class.
• Merchant processing or boarding data is available through the applicable processor or data source.

Some Portfolio Activity information, including Monthly Volume and Average Ticket, may be populated automatically based on the merchant's processor and its TurboApp compatibility.

Navigate to Portfolio Activity

To open the detailed Portfolio Activity report, open the navigation panel and go to My Merchants → Portfolio Activity.

The Portfolio Activity page includes report filters, volume and transaction charts, and the merchant report.

How Portfolio Activity works

Portfolio Activity uses merchant boarding and processing information to help you monitor changes across your portfolio.

Merchants are categorized as Processing, Not Processing, or Closed. Selecting a category automatically refreshes the report and charts with the corresponding merchant activity.

A merchant is marked as Processing when the merchant submits an aggregated batch total that meets your configured batch threshold. For example, if your batch threshold is $10, the merchant can reach it through a single day's batch or through multiple batches over several days.

For example, batches of $3 on Day 1, $5 on Day 2, and $2 on Day 3 total $10. When the combined batches meet the threshold, the merchant is marked as Processing. This also triggers Started Processing notifications.

☝️ Contact Merchant Central Support if you need to adjust your batch threshold.

Monitoring merchants that are Not Processing can help you identify new merchants that need assistance completing setup or resolving an installation issue. Helping merchants begin processing sooner can also help your organization start generating revenue sooner.

Portfolio Overview

In addition to the detailed Portfolio Activity page, you can view basic portfolio information on the Portfolio Overview tab of the Merchant Central home page.

Portfolio Overview displays bar charts for the previous 13 months. Click a month's bar to open Portfolio Activity filtered by the corresponding status: Processing, Not Processing, or Closed.

Use Portfolio Activity

Filter Portfolio Activity

Portfolio Activity filters appear at the top of the Portfolio Activity page.

• Select Closed, Not Processing, or Processing to view merchants with that status.
• The charts and merchant report automatically refresh based on your selection.
• To narrow the results further, select a processor, data source, group, user, or time range from the available drop-down menus.
• If custom properties are enabled for your site, custom property filters also appear at the top of the page.

Filtering for Not Processing merchants is especially useful for identifying new merchants whose setup or installation may require attention.

Review the Booked Volume and Transaction charts

The Monthly Booked Volume and Transaction charts show changes in volume and transaction counts during the selected date range.

The charts use the following colors:

• Green: Volume and transactions gained from newly acquired merchants or merchants that recently began processing.
• Purple: Volume and transactions lost through attrition.
• Red: Potential volume and transactions from approved merchants that have not started processing.

Volume and transaction metrics are based on information provided during merchant boarding in the TurboApp CRM.

Use the merchant report

The merchant report provides key information about each merchant, including monthly volume, average ticket, processor, and other available merchant data.

To view detailed information about a merchant, click the merchant's name in the Merchant column.

Manage report columns

You can show or hide columns to control which information appears in the merchant report.

1. Click the gear icon in the upper-right corner of the report.
2. Select the columns you want to display.
3. Clear the columns you want to hide.

You can display the following columns:

• Row #
• MID
• Merchant
• Monthly Volume
• Average Ticket
• Processor
• Data Source
• Group
• Processing History
• Access Permissions
• Notes
• TSYS Group
• TSYS Association

Manage Monthly Volume and Average Ticket

Monthly Volume and Average Ticket values are automatically imported from TurboApp-compatible processors and displayed in the merchant report.

If a merchant's processor is not compatible with TurboApp, you can enter these values manually. When manual editing is available, pencil icons appear next to the Monthly Volume and Average Ticket values.

1. Click the pencil icon next to the value you want to update.
2. Enter the new Monthly Volume or Average Ticket value.
3. Save your changes.

☝️ Manually entered values appear in the Monthly Booked Volume and Transaction charts only when both Monthly Volume and Average Ticket have been entered. If either value is missing, the charts will not reflect the manually entered information.

View merchant details

To view detailed information about a merchant:

1. Locate the merchant in the merchant report.
2. Click the merchant's name in the Merchant column.
3. The Merchant Details page opens.

Add report notes

Add notes to individual report entries to help your team track merchant activation activity and stay aligned.

1. Locate the merchant or report entry where you want to add a note.
2. Click Add.
3. Enter your note.
4. If applicable, select the Bonus Paid checkbox.
5. Click Save.

Export your report

Export the merchant report for further review or analysis.

1. Click Export in the upper-right corner of the report.
2. Select Excel or CSV.

3. The report is generated and downloaded in the selected format.

   

Frequently asked questions

• When is a merchant marked as Processing? A merchant is marked as Processing when the merchant's aggregated batch total reaches the configured batch threshold. The merchant can reach the threshold through one batch or multiple batches over several days.
• Can the Processing batch threshold be changed? Yes. Contact Merchant Central Support to request an adjustment.
• Why aren't my manually entered Monthly Volume or Average Ticket values appearing in the charts? You must enter both Monthly Volume and Average Ticket for the charts to reflect manually entered values. If either value is missing, the charts will not include the manual information.
• Can I customize which columns appear in the merchant report? Yes. Click the gear icon, select the columns you want to display, and clear the columns you want to hide.
• How can I find merchants that have not started processing? Select Not Processing from the Portfolio Activity filters. The report and charts automatically refresh to display merchants that have not met the Processing threshold.
• How do I open a merchant's detailed information? Click the merchant's name in the Merchant column to open the Merchant Details page.