Key concepts

You will learn how PayMongo organizes analytics data and when to use the dashboard analytics view or Prism.

How PayMongo structures transaction data

PayMongo organizes analytics around transaction data that you can use for reporting and analysis. In practice, this means you work with records and fields that describe each transaction, such as the amount, payment method, status, and time the transaction was created.

This structure lets different teams answer different questions from the same source data. Finance teams can monitor daily revenue, leadership teams can review trends, and data teams can build custom reports for reconciliation and deeper analysis.

Dashboard analytics vs. Prism

PayMongo provides two ways to work with analytics data:

• Dashboard analytics is the built-in analytics view in the PayMongo Dashboard. It is designed for non-technical users who want pre-built reports, revenue trends, and transaction breakdowns without writing SQL.
• Prism is PayMongo's built-in SQL query tool for custom reporting and data export. It is designed for data analysts and technical finance users who need more control over how they query and export transaction data.

Use dashboard analytics when you want fast answers from pre-built views. Use Prism when you need a custom cut of the data, a reconciliation report, or an export based on your own query.

Key terms

• Query: A request for data. In Prism, you write a SQL query to return the records and fields you want.
• Export: A file generated from a report or query result so your team can review or use the data elsewhere.
• Schema: The structure of the data available in Prism, including the tables and fields you can query.
• Report: A saved or repeatable view of data used to answer a business question, such as daily revenue or payment method mix.
• Schedule: A recurring setup that runs an export automatically on a defined cadence.

Choose your starting point

• Start with Dashboard analytics if you need built-in reporting with no SQL.
• Start with Prism if you need a custom query, a data export, or a reconciliation workflow.