Account Details

Your comprehensive account management hub featuring business metrics, transaction analytics, and payment settings.

What's Included

• Business Metrics Dashboard: View key performance indicators

• Transaction Analysis: Interactive charts and analytics

• Payment Settings: Configure payment methods and merchant details

• User Management: Search and manage user interactions

Video Tutorial:

Learn more about: Account & Transaction Management Tutorial

Account Metrics

View real-time business performance metrics at a glance.

Key Metrics Displayed

• Total Transaction: Your total transaction amount with growth percentage

• Booked Orders: Number of confirmed orders with growth indicator

• Total Requests: Count of all order requests

How to Use Account Metrics

1. Navigate to Account Details

2. View the three metric cards at the top

3. Monitor growth indicators (green arrows show positive growth)

4. Click on any metric for detailed breakdown

Transaction Analysis Chart

Interactive chart showing your transaction trends over time.

Features

• Visual Analytics: Line chart displaying transaction amounts

• Timeframe Selection: Toggle between Day, Week, Month, or Year views

• Year Selector: Choose specific year to analyze

• Total Display: See total transaction amount for selected period

How to Use the Chart

1. Scroll to the Transaction analysis (GH₵) section

2. Select your preferred timeframe (Day/Week/Month/Year)

3. Choose a specific year from the dropdown

4. View your transaction trends on the chart

5. Read the total amount displayed above the chart

Payment Settings

Configure your payment methods and merchant onboarding.

Available Settings

• Subaccount Details: Manage your Paystack subaccount information

• Merchant Onboarding: Complete merchant verification and setup

How to Configure

Transaction History

View detailed transaction records with multiple viewing options and powerful filtering tools.

Transactions Features Breakdown

Viewing Options:

• Cards View: Visual card layout for easy scanning

• Table View: Detailed tabular format with all transaction data

Timeframe Filters:

• Today

• Yesterday

• Last 7 Days

• Last 30 Days

• This Month

• Last Month

• This Year

• All Time

Sorting Options:

• Newest first

• Oldest first

• Customer total (high to low)

• Customer total (low to high)

Refer to the Learn more about: Account & Transaction Management Tutorial

How to View Transactions

1. Navigate to Account Details section (from topbar)

1. Click on Transactions icon in the navigation

1. Choose your preferred view:

• Click Cards View for visual card layout

• Click Table View for detailed table format

1. Apply filters:

• Select timeframe (Today, Yesterday, Last 7 Days, etc.)

• Choose sort order from dropdown

• Use search bar to find specific transactions

1. View transaction details including:

• Customer name and profile image

• Transaction ID

• Payment status

• Transaction time and date

• Amount received

• Payment method used

How to Export Transaction Data

1. Switch to Table View

2. Apply desired filters and search criteria

3. Click Export data (excel) button

4. Excel file will download with all filtered transactions

Transaction Information Displayed

• ID: Unique transaction identifier

• Image: Customer profile picture

• Name: Customer name

• Transaction Status: Payment Successful, Pending, etc.

• Time: Transaction time

• Date: Transaction date

• Amount Received: Total payment received

• Payment Method: Payment gateway used

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