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The Residuals Analytics page enables you to track your residual income trends across multiple processors with built-in dashboards and make decisions quickly.

In order to access the page your Administrator will need to enable the Residuals Analytics permission for your user class:

 

 

With the permission enabled, you can open the Residuals Analytics page from the Residuals menu in the top navigation bar:

 

 

Analytics Filters

Use the filters on top of the page to select groups, agents, and the date range for your analytics reports:

 

 

After you've selected your filters, the analytics charts refreshes automatically.

Here is an example of the Profitability Analytics chart showing the gross and net income, line items, and payouts:

 

 

To view more detail on a chart, click the Show Portfolio Metric Breakdown button and a popup window will appear showing the chart breakdown.

You can search the report or export it to an Excel or CSV file:

 

 

Here are a few more examples of the charts and breakdowns that are shown on the Residuals Analytics page:

 

Processing Merchants Analytics

 

Chart:

 

Breakdown: 

 

 

Financial Key Indicators

 

Chart:

 

Breakdown:  

 

 

Top Merchants By Volume

 

Chart:

 

Breakdown:

 

 

Top Merchants By Income

 

Chart:

 

Breakdown: 

 

 

Industry Analytics

 

Chart:

 

Breakdown: 

 

 

Merchant Distribution By Geographic States

 

Chart:

 

Breakdown: