Agent
KPI metrics, merchant status, processing volume, top-performer rankings, and residuals for an agent’s portfolio.
Merchant
KPI metrics, transaction history, batch records, deposits, chargebacks, and statements for a single merchant.
Partner
Portfolio-level volume, merchant activity, top agent rankings, lead pipeline data, and residuals for a partner.
Financial Reporting
Detailed financial record endpoints are grouped separately from dashboard KPIs and are accessible regardless of persona.| Section | Description |
|---|---|
| Transactions | Full transaction history with per-transaction detail and notes |
| Batches | Batch settlement records with batch-level notes |
| Deposits | Deposit records and line-item deposit details |
| Chargebacks | Chargeback cases including related chargeback lookups |
| Statements | Monthly statements, statement documents, and statement notes |
| Residuals | ISO residual summaries, merchant-level details, and overrides |