How to View the Reports and Payment Analytics in WordPress?

The report section of Paymattic will provide you with a quick rundown of all the entries that are submitted through your forms. It gives you an easy-to-digest overview of all the submitted entries on a single page. In general, you will have a bird-eye-view of the performance of your payment forms.

How to find the Reports in Paymattic #

Paymattic presents all the reports in separate tabs. To find all the reports login to your WordPress dashboard and go to Paymattic → Reports.

The following reports are currently available with Paymattic – 

1. Total Revenue
2. Revenue This Week
3. Total Customers
4. New Customers
5. Revenue for Period
6. Revenue Breakdown
7. Payment Method
8. Payment Status
9. Form Performance
10. Top Customers
11. Recent Activity

In this article, we will show you how to view all the reports in Paymattic.

How to view the Total Revenue Report in WordPress with Paymattic? #

You can find the Total Revenue Report in the first section of the Payment Analytics page. Go to  Paymattic → Reports from your WordPress dashboard to access the page. 

The Total Revenue tab displays the total amount of payments made by the users till today. If the users pay in different currencies, this tab will break down the amount into different currencies as well. Click on the Expand All button to clearly display all the amounts.

How to view the Revenue This Week Report in WordPress with Paymattic? #

You can find the Revenue This Week Report in the first section of the Payment Analytics page. Go to  Paymattic → Reports from your WordPress dashboard to access the page. 

This tab shows the amount of income earned over the current week. Like the Total Revenue tab, it categorizes the total amount into various currencies. It helps you understand the revenue flow from your very recent campaign.

How to view Total Customers number in WordPress with Paymattic? #

You can find the Total Customers number in the first section of the Payment Analytics page. Go to  Paymattic → Reports from your WordPress dashboard to access the report.  

The Total Customers tab displays the number of all the customers who paid through your forms.  

How to view New Customers Report in WordPress with Paymattic? #

You can find the New Customers Report in the first section of the Payment Analytics page. Go to  Paymattic → Reports from your WordPress dashboard to access the page. 

The New Customers tab shows the number of new customers who made any payments this week. It also displays a percentage value of the number of new customers acquired this week compared with the last week. 

How to find Revenue for Period Report in WordPress with Paymattic? #

You can view the Revenue for Period Report in the first section of the Payment Analytics page. Go to  Paymattic → Reports from your WordPress dashboard to access the page. 

The Revenue for Period tab shows you a curve that represents the trend of revenue earned in the recent period. Each data point on the graph displays the total amount of revenue generated on a specific date while you hover the mouse over it. You can change the currency to view the revenue trend for different currencies. 

How to find Revenue Breakdown Report in WordPress with Paymattic? #

You can find the Revenue Breakdown Report in the first section of the Payment Analytics page. Go to  Paymattic → Reports from your WordPress dashboard to access the page. 

The Revenue Breakdown tab shows you the recent net revenue amount based on specific dates. You can view the number of submissions for each date of payment. You can change the currency to view the revenue breakdown in different currencies.

How to view the Payment Methods Report in WordPress with Paymattic? #

You can view the Payment Methods Chart on the Payment Analytics page of the Paymattic plugin. Go to  Paymattic → Reports from your WordPress dashboard and scroll down a bit to access the chart. 

The Payment Methods tab presents a doughnut chart about the number of submissions through each payment method. Each type of payment method is marked in different colors on the doughnut chart. If you hover the mouse over the chart it pops up the number of submissions for different payment methods.   

How to find the Payment Status Report in WordPress with Paymattic? #

You can view the Payment Status Report on the Payment Analytics page of the Paymattic plugin. Go to  Paymattic → Reports from your WordPress dashboard and scroll down a bit to access the report. 

The Payment Status tab represents a bar chart about the payment status for paid, pending, processing, refunded and failed transactions on your site. It generates different bars based on different types of submissions. It also shows the number of submissions for paid, pending, processing, refunded, and failed payments when you hover the mouse over the bars.

How to view Form Performance Report in WordPress with Paymattic? #

To view the Form Performance Report in Paymattic go to Paymattic → Reports from your WordPress dashboard and scroll down a bit to view the report.

The Form Performance tab helps you to get a bird-eye-view of the performance for individual forms. You need to select a form from the dropdown list and it will display the total entries and payment received for this specific form. It also displays the entry count and payment amount based on the transaction status.

How to view the Top Customers Report in WordPress with Paymattic? #

You can view the Top Customers Report on the Payment Analytics page of the Paymattic plugin. Go to  Paymattic → Reports from your WordPress dashboard and scroll to the bottom of the page to access the report. 

The Top Customers tab filters the customer list based on the highest amount of payments received. By default, this tab shows the list of customers who paid in dollar($) currency. However, you can change the currency from the top corner to view the top customer list for different currencies. 

How to view the Recent Activity Report in WordPress with Paymattic? #

You can find the Recent Activity Report on the Payment Analytics page of the Paymattic plugin. Go to  Paymattic → Reports from your WordPress dashboard and scroll to the bottom of the page to access the report. 

The Recent Activity tab shows the list of recent payments made through your website. Each row in the list includes the payment amount, date and time of payment, customer name, and form name. The payment amount is marked in different colors based on paid, pending, processing, refunded, and failed status. Click on the payment amount row to view the entry in detail. 

Hopefully, now you clearly understand all the reports of the Paymattic WordPress plugin.