Dashboard reporting
This page describes the set of data available in our new dashboard reporting feature. This includes:
- An overview of the feature’s data (see Understanding the data)
- Filters to select the data to view, including date range and currency (see Filtering)
- How you can provide feedback to help us improve this feature (see Providing feedback)
Understanding the data
Understand business performance and make better informed decisions with interactive reporting, now available on the homepage of your dashboard.
| Data Point | Description |
|---|---|
|
Today |
|
|
Pending payments |
All payments that are either pending submission or have been submitted but have not yet been charged. |
|
Confirmed funds |
Collected payments that have been confirmed, minus fees and unclaimed debits for refunds, failures and chargebacks. This balance can be negative, as payment failures and chargebacks may happen after funds have been paid out. |
|
Pending payouts |
All payouts that have been confirmed and thus are ready for the next payout. |
|
Overview data |
|
|
Collected payments |
This is the total value of payments GoCardless has collected from your customers during the defined time period. |
|
Total earnings |
This is the total amount GoCardless has paid out to your business during the defined time period. |
|
Failed payment attempts |
This is the total number of payment attempts that have failed during the defined time period. |
|
Account health |
|
|
Active customers |
This is the total number of customers who have an active mandate tied to them. |
|
Failed payments |
How many payments have failed, out of the total you’ve attempted to collect since the previous midday |
Data availability
GoCardless will refresh all data shown on a daily basis just after midday (approximately 13:30 UTC). This will mean data accuracy will vary depending on when the homepage is viewed.
For example, viewing the dashboard homepage on 2 January. If viewed earlier than 13:30 UTC on the 2 January the data will be a reflection of events happening as of 13:30 UTC the previous day (1 January)
If viewed after 13:30 UTC on 2 January, the data will be correct as of 13:30 UTC until the following day when the data is refreshed again.
Filtering
Date range
The ability to choose a date range is available for the following data points:
-
Collected payments
-
Total earnings
-
Failed payment attempts
This data can be found in the chart and toggled using the drop down.
Upon page load, the reporting feature defaults to showing this data over the previous month. Users have the option to view data up to 90 days prior or set a custom date range. Selected dates are inclusive.
For example, if you choose a date range of 28 March 2024 – 28 April 2024, it includes data from the beginning of the day on 28 March 2024 00:00 through the end of the day on 28 April 2024 23:59
Currency
By default, the currency displayed by the feature will be your default collection currency, and then the currency GoCardless uses to send payouts to your bank.
If your account has multiple collection or payout currencies, you can view reports for each currency separately using the currency selector.
How to view data previously shown
When viewing the new reporting feature, you can find the same data found in the previous version under the updated names outlined below:
| Previous | New |
|---|---|
|
Pending |
Pending payments |
|
Collected |
Confirmed funds |
|
Payouts |
Pending payouts |
Providing feedback
If you wish to help improve our new feature or report a bug then you can submit through the feedback panel found on your dashboard homepage.