iQ Structure

iQ Merchant Reporting and Analytics uses a frame structure for all screens. The Top Navigation Bar and the iQ Bar on the left side of the screen remain, while all reports, tools, and screens are changeable within the frame. The Top Navigation Bar provides information and links to tools such as notifications, feedback, etc. The icons on the iQ Bar are used as quick navigation to all reports and tools. iQ Reporting and Analytics Structure shows the iQ structure with a report displayed. Each suite of reports and tools is identified by an icon and color scheme, as listed in the table below.

iQ Reporting and Analytics Structure

iQ Navigation Icons and Reports

Icon

Suite of Reports and/or Tools

iQ Home

Scheduled Reports, Manage Scheduled Reports, User Administration

For more information, see Using the iQ Home Page.

Financial

Reconciliation, PayFac Reconciliation (Account Summary, PayFac Reconciliation, PayFac Funded, Sub-Merchant Funded), Settlement, Activity, Fees, Reserve, Trending, Direct Debit (Verifications, Pending Redeposits), Prime Savings

For more information, see Using the Financial Reports.

Chargebacks

Dispute Inbox (My Inbox, Administration) Chargeback Search, Chargeback Reporting (Compliance, Returned Payments, Performance, Summary), Direct Debit (NACHA Unauthorized Returns, Returns Summary, Returns Received)

For more information, see Using the Chargebacks Reports and Tools.

Operations

Transaction Search, Transaction Summary, Declined Transactions, Sessions, Virtual Terminal, BIN Lookup, Authorization, Presenter Credentials

For more information, see Using the Operations Reports and Tools.

Approvals

AU Repairs, AU Matches, AU Fees, Recovery Snapshot, Recovery Cohort, Recurring Plans, AuthMax

For more information, see Using the Approvals Reports.

Fraud

Snapshot, Post-Deposit Impact, A-B Impact, FraudSight

For more information, see Using the Fraud Reports.

Insights

Insights Dashboard

For more information, see Using the Insights Report.

Pazien

Interactive analyics and reconciliation

For more information, see Pazien Interactive Analytics and Reconciliation