Description: Review the Online Payments Reporting Dashboard in Lighthouse Business Manager (LBM) below.

For an in-depth guide on Online Payments Reporting, view the Online Payments Reporting Guide.

Dashboard

The Dashboard provides a visual display of data arranged into key business categories.

There are six Dashboard widgets available to help provide a snapshot of current business activities.

Financial Trend
Payments Flow
Transactions
Dispute
Chargeback
Risk

From the dashboard, you can also create a transaction by clicking on the + New Sale option in the top right corner of the main window.

Accessing the Dashboard

Log in to LBM.
If applicable, select the correct location from the top left box dropdown.
Select Dashboard from the left navigation menu.

Dashboard Breakdown

This section explains in more detail each of the different views available on the Dashboard.

Financial Trend

The Financial Overview graph shows you a snapshot of their financial activity based on the chosen time period.

At the top of the graph, there are three dynamic options to choose from

Net Total
Gross Total
Transactions

The bolded line on the graph indicates the chosen selection, and at the bottom of the graph there is an option to change the time period, the options being:

This Week
Last Week
This Month
Last Month

Payments Flow

The Payments Flow graph shows payment transaction amounts that have flowed in and out of the business location.

Coming In - Payments funds that will be paid once any issues with your bank account are resolved
Reserve - Maintained balance used to withdraw fees/chargebacks
Going Out - Funds arriving in your bank account soon

At the bottom of the graph, there is an option to change the time period, the options being:

This Week
Last Week
This Month
Last Month

Transactions

The Transactions view shows a snippet of the latest transactions the business location has conducted, with an option to select the Need Review tab to look at transactions that have been flagged.

At the bottom of the view, there is an option to change the time period, the options being:

Today
Yesterday

There is also a link to Manage Transactions which will take you to the Transactions page, where you can perform an operational deep dive into the individual payment transactions.
More information on the Transactions page can be found here.

Dispute

The Dispute view shows how many disputed transactions are active for the currently selected location in LBM.

There is also a link to Review Disputes, which will take the user to the MerLink DRS Remote login page, which is the tool to conduct dispute management.

Chargeback

The Chargeback view shows the percentage of chargebacks vs. non-chargebacks for the currently selected location in LBM.

Risk

The Risk view breaks down the current risk totals for the location currently selected in the LBM for a selected time period.

The groups available are:

Approved
Review
Verified
Declined