Payment processes in your business are a thousand-piece jigsaw puzzle you are trying to complete. Dashboard by Corefy is that final piece to snugly fit the blank space and make the overall picture perfect and understandable. Just sit back and admire the seamless flow of your transactions.
Status
Amount
Method
Transaction ID
Date
Search for necessary transactions by ID or external ID you supplied regardless of transaction origins. Get the results displayed in a convenient grid form and grouped by sections. Each of the results typically includes an amount, a merchant or deposit account name, transaction status, resolution, time, and date. By clicking on a search result, you'll be pointed to the actual transaction.
Search queries
Time periods
Transaction status
Used payment methods
Manage all payment processes and configure your Corefy account from a single Dashboard. This powerful tool allows you to view all data, monitor your integrations, manage payments and refunds, respond to disputes, and many more.
Make refunds in one click
Payment statements
Event history
June 2019
Payment method
Count
Amount
PayPal
Alipay
Stripe
Skrill
Neteller
paysafecard
Total
$ 14,669.30
June 2019
Payment method
Count
Amount
PayPal
Alipay
Stripe
Skrill
Neteller
paysafecard
Total
$ 14 669,30Get a real-time overview of your business efficiency. Monitor detailed analytics for all indicators of your turnover. Analyse financial flows to control and improve your business processes.
Relevant information about all payments in real time
Convenient creation of personalised reports
You are always aware when you receive each payment
A feature-rich section in the Dashboard representing all your key business data aggregated at one point.
Total balance
$54,320.00
+4,5%
Jan, 2018 — Jan, 2019
Total balance
$62,000.00
+5,4%
Feb, 2018 — Feb, 2019
Total balance
$76,748.00
+6.01%
Mar, 2018 — Mar, 2019
Total balance
$58,100.00
+5.3%
Apr, 2018 — Apr, 2019
Total balance
$45,000.00
+3.5%
May, 2018 — May, 2019
Total balance
$79,231.00
+7,25%
Jun, 2018 — Jun, 2019
Total balance
$81,000.00
+7,5%
Jul, 2018 — Jul, 2019
Total balance
$49,570.00
+3,5%
Aug, 2018 — Aug, 2019
Total balance
$44,000.00
+3.8%
Sep, 2018 — Sep, 2019
Total balance
$47,100.00
+3.9%
Oct, 2018 — Oct, 2019
Total balance
$51,255.00
+4%
Nov, 2018 — Nov, 2019
Total balance
$35,000.00
+3.1%
Dec, 2018 — Dec, 2019
Total balance
$54,320.00
+4,5%
Jan, 2018 — Jan, 2019
Total balance
$62,000.00
+5,4%
Feb, 2018 — Feb, 2019
Total balance
$76,748.00
+6.01%
Mar, 2018 — Mar, 2019
Total balance
$58,100.00
+5.3%
Apr, 2018 — Apr, 2019
Total balance
$45,000.00
+3.5%
May, 2018 — May, 2019
Total balance
$79,231.00
+7,25%
Jun, 2018 — Jun, 2019
Total balance
$81,000.00
+7,5%
Jul, 2018 — Jul, 2019
Total balance
$49,570.00
+3,5%
Aug, 2018 — Aug, 2019
Total balance
$45,000.00
+3.85%
Sep, 2018 — Sep, 2019
Total balance
$47,100.00
+3.9%
Oct, 2018 — Oct, 2019
Total balance
$51,255.00
+4%
Nov, 2018 — Nov, 2019
Total balance
$35,000.00
+3.1%
Dec, 2018 — Dec, 2019
A double graph gives you detailed information at a glance. In addition to your current data, it automatically shows data for the corresponding previous time period. You'll have extensive insights and data into how your business is developing, and all the data you need to create year-over-year analyses, is readily available.
Key metrics overview
Monitor the key metrics to make well-informed decisions and help your business evolve.
Real-time metrics
Track the operational and analytical KPIs in real-time mode to identify gaps and pinpoint the areas of concern in your operations.
Predefined reports
Select any of our out-of-the-box reports or create a custom report to meet your specific business needs. Reports can be generated in a few clicks or automatically on a regular basis.
Alerts
Set and configure Alerts to be timely notified of reaching crucial figures or some error or malfunction occurring.
Export
Data file
Export as
All transactional data about payment and payout invoices can be filtered and exported in .csv or .xls format. You can write queries to generate highly customised reports without the need to use additional reporting tools.
You can use and combine any filters of your choice:
For advanced search and reporting, the Analytics section makes all your data available as an interactive SQL environment on the Dashboard.
Export
Data file
Export as
Allow or forbid access to particular data and tools to different members of your team, ensuring they access only the areas they need to do their work.
Multiple-user access
Custom roles
Predefined roles
Individual access scope
Be sure your revenue and data are protected.
Two-factor authentication. Two levels of verification add extra protection to your basic log-in procedure and restrict unauthorized access.
Sessions management. Check out the devices that have logged into your account in the sessions list. Revoke any session you do not recognise, if necessary.
Audit logs. Monitor all the security-related changes made by any user in your company account in the past two months.
Personalise the Dashboard in compliance with your individual preferences.
Time zone. Set your time zone to see the precise time of all transactions and connections.
Language. Choose the language you want to operate your Dashboard in and keep records.
Define the date & time format. Set the format of date and time suitable for your preferences or local requirements.
Chronologically ordered lists of notable changes.
Activity logs. Look through all actions that are logged with the IP and username of the performing user for full transparency, visibility, and control.
Transactions timelines. See the timeline of events concerning each transaction.
Revisions. Monitor the data about current and previous versions of routing schemes. Keep track of all the edits made to a particular entity throughout its lifetime and roll back to a certain version when necessary.
Get account balances and access monthly reports hassle-freely in our Telegram bot. Quickly check balances for every account you have with Corefy on the go, when and where you need it, without even leaving a messenger.
Multi-account access. When you add multiple Corefy accounts, you can switch between them without having to log out and log back in.
Balance report. Provides information on opening and closing balances, as well as on debit and credit turnover for a selected period for every account used.
Transaction search. Search for necessary transactions by ID or external ID you supplied regardless of transaction origins.
Push notifications. Get updates directly to your mobile phone. You are always aware when you receive each payment.
