Insights reports for Payment Protection include grouping and filtering capabilities. These report customizations enable flexibility and precision when analyzing trends within the data that a trust and safety organization deals with day to day. Fraud managers and business analysts can dig even deeper into the segments of their businesses to reveal outliers and patterns of interest.
Groups allow you to gather data into groups of attributes so that you can see how segments compare and contrast. You can group signal details related to address and location, billing, business unit, merchant, and chargebacks as well.
Filters allow you to focus your attention on specific signals in Insights reports such as details related to address and location, billing, business unit, merchant, and chargebacks.
Groups and filters can co-exist in reports to provide a depth of analytical insight into the specifics of your business.
To add a group, first select the Payment Protection Insight report you wish to analyze with groupings.
Click ‘+Add group’ to begin adding a new grouping. You will have the option to choose from various groups that are based on signals related to address and location, billing, business unit, and chargebacks.
Select the signal that best suits your needs for grouping the data – clicking the signal name will add the group and run the report with the new group.
You can add additional groups by clicking ‘+Add group’ for each additional group.
- Selecting one group will update the graphs and table of the report to show the groupings for the signal selected.
- Selecting multiple groups will remove the graphs and update the table with the various groupings associated with the selected signals.
Remove groups by clicking the ‘x’ within the group box.
You can also modify the selected group by clicking the group box.
Pro Tip: When one signal is selected for grouping the graphics of the report, hovering over a specific point in time on the graph produces a hover box showing the legend at that point in time. The names of the signal grouping appear in this box along with the volume or value (whichever is selected) for those named signal groupings.
To add a filter, you will again need to first select the Payment Protection Insight report you wish to analyze via a filter.
Click ‘+Add filter’ to begin adding a new filter. You will have the option to choose from various filters that are based on signal details related to address and location, billing, business unit, and chargebacks.
- To shorten the options to a specific signal category, select the category of interest.
- You can also search for a specific signal by typing the name of the signal into the search bar.
Once you have selected the signal that you want to filter, you will need to select the particular entries within that signal you will focus on for the selected report.
- Use the ‘is’ or ‘is not’ logic to filter in or filter out details.
- Select the entries of interest by:
- clicking the boxes next to each entry,
- searching for specific entries using the search bar, or
- typing the specific code as indicated by the search tip.
When finished selecting the entries for the filtered report, click ‘Save’ to run the report with the new filter.
You can add additional filters by clicking ‘+Add filter’ for each additional filter.
Remove filters by clicking the ‘x’ within the filter box.
You can also modify the selected filter by clicking the filter box.
At the Global Console Level
What about when your team covers several geographies, verticals, or other segmentation? If you are using Sift Organizations to separate those segments into various sub-accounts, you can use the grouping and filtering functionality at the Global Console level to view trends at your various sub-accounts.
What is the maximum number of groups and/or filters can I add to my report?
A: The number of groups and filters available for customizing the report depends on the signals Sift is receiving from your business. If you are seeing less segmentation capability than you would like, please contacting your Sift Admin or Technical Services contact to discuss how this data can be ingested going forward.
What if I don’t know the country code?
A: You can search the internet for a country code list that conforms to the ISO 3166 standard.
Can I see a graph of multiple group selections?
A: While you cannot view multiple group selections within the Console, you can certainly export the report of interest by clicking the download button. This will allow you to analyze the data in your own spreadsheet or BI tools for even more depth of flexibility.