Prism

You will learn how to use Prism to write SQL queries, run custom reports, and schedule exports from PayMongo transaction data.

What Prism is

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 than the built-in dashboard analytics view provides.

Use Prism when you need to answer a question that depends on a custom query, a custom reconciliation workflow, or a recurring export.

1. Reference the data schema

Start by reviewing the schema available in Prism. The schema shows you which tables and fields you can query, and it helps you decide how to structure your report.

Use the schema before you write a query so you can confirm that the fields you need are available.

2. Write and run a query

Write a SQL query that matches the reporting question you want to answer. Keep the first version focused on the minimum set of fields and filters needed to validate the result.

Run the query and review the output. If the result does not match your expectation, adjust the query and run it again until the returned data answers the business question clearly.

3. Use a query template when you want a faster start

Use a query template if it already matches the kind of report you need. Templates help you move faster because they provide a starting structure that you can review and adapt.

Templates are especially useful when you are building a report for a common workflow such as reconciliation or recurring transaction analysis.

4. Export the result

Export the query result when your team needs a file for review, sharing, or downstream analysis. This is useful when finance or operations teams need to work with the output outside Prism.

5. Schedule exports

Create a schedule when the same export needs to run on a recurring basis. A schedule automates the export workflow so your team can receive the same report without running the query manually each time.

Before you schedule an export, run the query manually and confirm that the output is correct.

When to use Prism instead of dashboard analytics

Use Prism instead of dashboard analytics when:

• You need a custom report
• You need a SQL-based workflow
• You need a reconciliation export
• You need a recurring scheduled export

If you do not need that level of control, start with Dashboard analytics instead.