Use cases

You will see common Analytics workflows and choose the right reporting path for your team.

Use case 1: Track daily revenue and payment method breakdown

Use this workflow when your finance team needs a fast daily view of business performance.

What the team wants to answer

• How much revenue came in today?
• Which payment methods contributed the most?
• How does today's performance compare with recent days?

Best tool

Use dashboard analytics. It gives finance and leadership teams pre-built views for revenue trends and transaction breakdowns without requiring SQL.

Typical workflow

1. Open the dashboard analytics view in the PayMongo Dashboard.
2. Review the revenue trend for the date range you care about.
3. Check the transaction breakdown to compare payment methods.
4. Share the built-in view or export the result if your team needs a copy for daily reporting.

Why this works

This path is fast, repeatable, and easy to use during daily operations. It gives non-technical teams the numbers they need without building a custom query.

Use case 2: Build a custom reconciliation report in Prism

Use this workflow when a data analyst or technical finance user needs a report that is not covered by the built-in dashboard views.

What the team wants to answer

• Which transactions should be included in a reconciliation run?
• Which fields need to be exported for downstream review?
• How can the same report be generated on a recurring basis?

Best tool

Use Prism. It is PayMongo's built-in SQL query tool for custom reporting and data export.

Typical workflow

1. Open Prism.
2. Review the available schema so you know which tables and fields to query.
3. Start from a query template or write a custom SQL query for the reconciliation logic you need.
4. Run the query and validate the result.
5. Export the result or create a scheduled export if the report needs to run on a recurring basis.

Why this works

This path gives your team control over the exact data returned by the report. It is the better choice when finance and data teams need a custom export instead of a pre-built dashboard view.

Choose the right tool

• Use Dashboard analytics for built-in reports and fast operational review.
• Use Prism for SQL-based reporting, reconciliation, and scheduled exports.