Table of contents
Highnote provides summary metrics on the dashboard's home page. These metrics display application and transaction data, giving visibility of your card program's performance. This guide provides an overview of the dashboard summary metrics.
View summary metrics
You can view summary metrics for your card programs on the Home page of the dashboard:
Data freshness
Summary metrics are available within one hour, on the hour. For example, if you log in to the Highnote dashboard or refresh your page at 2:45 PM, Highnote returns data up to 1 PM.
The summary metrics page displays a data freshness timestamp, as shown in the following example:
Filter data
You can use the summary metrics filters to filter data based on timeframe and card product. The following example shows the selected filters Last 4 Weeks and Secured Charge card product:
To filter data, click on a filter type and select an option from the drop-down list. Filter types and options include the following:
-
Timeframe: Filter by timeframe. Options include:
- Today
- Yesterday
- Last 7 days
- Last 4 weeks
- Last 3 months
- Previous month
- Month to date
- Quarter to date
- Year to date
- Card product: If you have more than one card product, filter by card product.
Metric definitions
Note: Data values reflect all transactions and applications associated with a card product. You must use the Highnote API to return data for individual payment cards or groups of payment cards. For more information, see the Summary Metrics API guide.
Data displayed on the summary metrics page reflects data for all transactions and applications for all payment cards under a card product. These data values are defined in the following table:
Metric | Description |
Total cleared transactions | The total amount of transaction funds settled in USD |
Total approved authorizations | The total number of approved authorizations in USD |
Authorization rate |
The total percentage of approved authorizations, over the number of total authorizations; total authorizations includes approved and declined authorizations |
Declined authorizations | The total number of declined authorizations |
Created applications |
Total number of applications created, with application status:
|
Top merchant categories | Top five merchant categories for cleared transactions by volume amount and percentage |
Top merchant spend | Top five merchants for cleared transactions by volume amount and percentage |