The dashboard in Payroc Insights displays information about your settled transactions, including sales volume, transaction counts, and chargebacks.

1. Sign in to https://payroc.partnerengage.com.
2. From the navigation menu, select Dashboard.
3. From the Merchant Company dropdown menu, select a merchant company.
4. (Optional) From the Date Range dropdown menu, select a date range.

Note: The date range you select affects only the data in the Volume Overview and Card Brand - Transaction Count panes.

5. Select Apply filters.
6. The dashboard displays the following panes:
   • Total Volume - Dollar amount of sales from yesterday, the current month, and the previous month.
   • Total Transactions - Number of transactions from yesterday, the current month, and the previous month.
   • Transactions - Current Month Vs Last Month - Number of transactions throughout the current month compared to the previous month.
   • Volume Overview (in dollars) - Dollar amount of sales and transfers for the selected date range.
   • Volume Overview (count) - Number of transactions and chargebacks for the selected date range.
   • Card Brand - Transaction Count - Number of transactions for each card brand for the selected date range.
7. (Optional) From the Total Volume or Total Transactions pane, select to view the Volume Report or Transactions Report from yesterday, the current month, or the previous month.
8. (Optional) From the other panes, select to view the report or to download it as a CSV, PNG, or SVG file.