Overview

Insights is the merchant reporting portal for Worldline Global Collect. It consolidates transaction monitoring, reporting, and advanced analytics. Every merchant on Worldline Global Collect gains access to Insights at no per-user cost. 

Who can use Insights? 

• Payment and finance managers monitor performance, access dashboards, and track activity across markets in real time. They reconcile settlements through the Financials dashboard and export transaction data in CSV format.
• Fraud and dispute managers investigate transactions, manage disputes, and take immediate action on suspicious activity. They raise disputes directly from transaction records with full context.
• Customer service and operational users search and filter transactions daily. They create refunds, cancel transactions, or capture payments without leaving the portal.
• Developers and technical teams debug integrations with complete transaction visibility. The transaction details page shows what happened during each attempt, including data fields, operational history, and all status changes.

What Insights offers

Insights simplifies how you work with payments by combining monitoring, analysis, and actions in a single platform. You can:
Understand your payments performance 

• View your complete transactions with interactive dashboards.
• Access near-real-time data and performance metrics.
• See all transactions across markets.
• Compare performance against peer merchants.

Find transactions 

• Use search and filtering to locate any transaction easily.
• Save and reuse search queries.
• Access complete transaction information and export data in CSV format.

Take action without switching tools

• Create refunds, cancel transactions, or capture payments directly.
• Manage disputes and chargebacks in one place.
• View refunds, disputes, and captures in a single transaction view.

Reduce time on reconciliation

• Pull reports and reconcile data easily.
• Access the Financials dashboard for quick settlement navigation.
• View settlements, remittances, and FX rates in one window.

Control access across your organization

• Assign users to roles and adjust permissions.
• Track all user activity with audit trail.

Spot issues faster

• Identify payment and authorization rate issues easily.
• Use rejection analysis to understand authorization failures.
• Access benchmarking data to improve conversion rates.

User experience

Insights makes your core payment tasks simple and fast. Here's how the platform works across key areas:

View your dashboards and see transaction data and payment funnel.

Search and filter all your transactions.

View transaction details and take action.

If you need additional support or have any questions, you can always contact our team to help you out.

Contact us