Save filters applied to your payments data

Posted by Caroline Bagby | April 20, 2018 | How-to

To watch the instructional video on saving payments data filters, scroll to the bottom of the page.

Filters within the analytics sections of Pazien allow you to quickly drill into your payments data. You can view specific merchant IDs, banks, payment methods, currencies and more. Pazien users have leveraged filters to pinpoint regions where their approval rate was low, discover banks that were constantly issuing chargebacks, compare provider fees, and more. 

Because filters are such an integral part of optimizing your strategy, we now allow you to save any string of filters that are important to you and your payments data.

Here's how it works

    1. Click on the filter bar and start typing a filter, or pick from the list.
    1. Add as many filters as you’d like.
    1. Click on the star icon on the right side of the filter bar.
  1. Name your filter and save it.
How to save payments data filters

Once you save a filter, you can easily access that filter from any analytics page. Simply click on the filter bar and navigate to Saved or Recent to apply the same string of filters to your payments data.

Save filters on payments data

Edit a saved filter

    1. Select the preexisting saved filter on an analytics page.
    1. Add more filters or delete ones already there.
    1. Click on the star icon on the right side of the filter bar.
    1. Choose Update an existing filter and select the saved filter you’d like to edit.
  1. Save the new filter.
Edit saved filters on payments data

All saved filters are user dependent, so anything you add or delete won’t impact other Pazien users within your organization.

Watch the video below to learn how to apply filters to your payments data and save those filters so they’re easy to access whenever you log in to Pazien.

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