Custom Views

Custom Views in the Analytics suite lets you build, plot and track the metrics that matter to your business. Save up to five views and monitor them daily.

Custom Views lets you build, plot and track the metrics that matter to your business. Create a view for any area you want to track, like success rate, refunds or sales, and add the metrics you want to monitor within it. For example, plot payment success rate for Visa and Mastercard over the last 7 days.

Create up to 5 views, with 3 charts each, giving you up to 15 metrics to track at once.

Set Up Custom Views

Open Custom Views

In the Dashboard menu, go to Analytics. Custom Views sits next to Overview and Refunds in Analytics.

Every saved view appears in the menu under Custom Views. Click a view to open it, or click + Add new view to start a blank one.

Build a Chart

Follow the steps below to build a chart:

1. Choose a metric: Click the metric name at the top of a chart to pick a metric. Metrics are grouped into 5 categories: Success Rates, Volume, Sales, Failures and Refunds.

2. Add filters: Up to 3. Values within one filter combine with OR. Different filters combine with AND. Click More Options → Show all to see every dimension.

3. Choose how to split: Split the chart with up to 2 parameters. Each combination becomes its own line, bar or table column.

4. Pick a time range: Up to 90 days, grouped by hour, day, week or month.

5. Compare with an earlier period: Choose Previous period or a custom date range.

   

The panel adjusts its suggestions based on what you have already picked. For example, choosing UPI under Payment Methods narrows your split options to UPI-only dimensions like Channel and UPI Flow. Card-only dimensions are removed, so you do not end up with an empty or misleading chart.

Switch how a chart renders with the icons next to the date range: Trend line, Bar chart or Data table.

Metrics Supported

The table below lists the metrics you can plot, grouped by category:

Category	Metric	Definition
Success rates	Payment success rate (%)	Percentage of payment attempts that were successfully authorised.
	Order success rate (%)	Percentage of attempted orders that resulted in a successful payment. Each order is counted once, regardless of retries.
Volume	Payment count (#)	Total payment attempts in the selected period, including retries on the same order.
	Order count (#)	Total orders where at least one payment was attempted. Each order is counted once, even if your customer retried the payment. See Orders and Payments.
Sales	GMV (₹)	Total value of orders with a payment successfully authorised in the selected period.
	Net GMV (₹)	GMV net of refunds for payments in the selected period.
	Average transaction value (₹)	GMV divided by total transactions. Shows your average successful payment amount.
Failures	Payment failure rate (%)	Percentage of payment attempts that failed.
	Failed payment count (#)	Number of payment attempts that failed.
	Top payment failure reasons	Top 5 most common error reasons across failed payments in the selected period.
Refunds	Refund rate (%)	Share of payments authorised in the selected period that have been refunded.
	Refund count (#)	Refund transactions initiated in the selected period.
	Refund amount (₹)	Total value of refunds created in the selected period. Includes failed, pending and processed refunds.

Order-level metrics take their attributes from the order’s latest payment attempt. If a customer tries UPI twice and then pays by card, that order counts as a card payment.

Filters and Splits

The table below lists the dimensions available as filters and splits:

Dimension	Filter	Split	Notes
Payment Methods	✓	✓	—
Gateway	✓	✓	Applicable only for merchants on Optimizer.
Channel	✓	✓	Website, Android and iOS channels supported.
Card Type	✓	✓	—
Card Network	✓	✓	—
Card Issuer	✓	✓	—
Netbanking Bank	✓	✓	—
UPI Flow	✓	✓	Collect or Intent.
Bank Identification Number (BIN)	✓	—	Filter only.
Amount range	✓	—	Filter only, “is between” operator.
Custom Identifier	✓	✓	Up to 3 of your own fields.

Download, Duplicate and Export

Every change you make to a view saves automatically and stays saved across sessions. For example, a date range like last 14 days is stored as a rolling preset, so the view always shows the latest data when you open it.

For a view, the following actions are available:

• Rename view
• Duplicate view
• Download view
• Delete view

Deleting a view is permanent. Duplicate a view first if you want to keep the original while experimenting with a different view.

Configuration Limits

Limit	Value
Saved views	5 per merchant
Charts per view	3
Filters per chart	3
Splits per chart	2
Maximum date range	Up to 90 days