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Reports and Analytics

Track your business performance with SafeBank's comprehensive reporting and analytics tools.

Dashboard Overview​

Your merchant dashboard provides real-time insights into your business performance.

Key Metrics​

At a Glance:

  • 💰 Today's Revenue - Total sales today
  • 📊 Transaction Count - Number of transactions
  • 📈 Average Transaction - Mean transaction value
  • 👥 Unique Customers - New vs returning
  • ⚡ Processing Volume - Total volume processed

Time Comparisons:

  • vs Yesterday
  • vs Last Week
  • vs Last Month
  • vs Last Year

Real-Time Activity​

Monitor transactions as they happen:

  • Live transaction feed
  • Payment status (pending/confirmed)
  • Customer information (if available)
  • Payment method used
  • Amount in crypto and fiat

Transaction Reports​

Detailed views of all your transactions.

Viewing Transactions​

Access: Dashboard → Transactions

Default View:

  • Most recent first
  • Status indicators
  • Quick filters
  • Search functionality

Filtering Options​

Filter by:

Date:

  • Today
  • Yesterday
  • Last 7 days
  • Last 30 days
  • This month
  • Last month
  • Custom range

Amount:

  • All amounts
  • Under $10
  • $10-$100
  • $100-$1,000
  • Over $1,000
  • Custom range

Currency:

  • All cryptocurrencies
  • Bitcoin (BTC)
  • Ethereum (ETH)
  • USD Coin (USDC)
  • Tether (USDT)

Status:

  • All statuses
  • Completed
  • Pending
  • Failed
  • Refunded

Payment Method:

  • All methods
  • Tap-to-Pay (NFC)
  • QR Code
  • Payment Link
  • Online Checkout
  • Invoice

Sorting​

Sort transactions by:

  • Date (newest/oldest)
  • Amount (high/low)
  • Customer name
  • Status
  • Payment method

Transaction Details​

Click any transaction to view:

Basic Information:

  • Transaction ID
  • Date and time
  • Amount (crypto + fiat)
  • Exchange rate used
  • Payment method
  • Status

Customer Information:

  • Name (if provided)
  • SafeBank username
  • Email (if available)
  • Previous transactions

Technical Details:

  • Blockchain transaction hash
  • Confirmations
  • Network fees
  • Processing time
  • IP address (for online)

Actions:

  • Issue refund
  • Send receipt
  • Add note
  • Flag for review
  • Export details

Sales Reports​

Analyze your sales performance over time.

Daily Sales Report​

Shows:

  • Total revenue per day
  • Number of transactions
  • Average transaction value
  • Peak hours
  • Payment methods used

Visual: Bar chart with hover details

Weekly Sales Report​

Shows:

  • Revenue by day of week
  • Trends over weeks
  • Week-over-week comparison
  • Best/worst performing days

Insights:

  • "Mondays are your busiest day"
  • "Sales up 15% vs last week"
  • "Average transaction increased 8%"

Monthly Sales Report​

Shows:

  • Monthly revenue trends
  • Month-over-month growth
  • Seasonal patterns
  • Year-to-date totals

Export: PDF report for accounting

Custom Date Range​

Select any date range for analysis:

  1. Dashboard → Reports → Custom
  2. Select start date
  3. Select end date
  4. Choose metrics to include
  5. Generate report

Revenue Analytics​

Deep dive into your revenue streams.

Revenue by Cryptocurrency​

Breakdown:

  • Bitcoin (BTC): 45% of revenue
  • Ethereum (ETH): 30% of revenue
  • USDC: 20% of revenue
  • USDT: 5% of revenue

Visualizations:

  • Pie chart
  • Bar graph
  • Trend lines

Revenue by Payment Method​

Analysis:

  • Tap-to-Pay: 60%
  • QR Code: 25%
  • Payment Links: 10%
  • Online Checkout: 5%

Insights:

  • Most popular method
  • Fastest growing method
  • Method preference by amount

Revenue by Location​

(For multi-location businesses)

Compare:

  • Sales per location
  • Transactions per location
  • Average transaction by location
  • Growth rates

Actions:

  • Identify top performers
  • Support underperforming locations
  • Allocate resources effectively

Customer Analytics​

Understand your customer behavior.

Customer Overview​

Metrics:

  • Total unique customers
  • New customers this period
  • Returning customers
  • Customer retention rate
  • Average customer value

Customer Segmentation​

Segments:

High-Value Customers:

  • Top 10% by transaction value
  • VIP identification
  • Lifetime value

Frequent Customers:

  • Multiple transactions
  • Regular intervals
  • Loyalty indicators

At-Risk Customers:

  • Haven't returned recently
  • Decreasing transaction frequency
  • Re-engagement opportunities

Customer Lifetime Value​

Track:

  • Average lifetime value
  • Value by acquisition channel
  • Retention impact on value
  • Predicted future value

Transaction Patterns​

Analyze:

  • Average transactions per customer
  • Time between purchases
  • Preferred payment methods
  • Average order value trends

Performance Insights​

AI-powered insights to grow your business.

Automated Insights​

SafeBank analyzes your data and provides:

Growth Opportunities:

  • "15% more sales on Saturdays - consider extended hours"
  • "High-value customers prefer BTC - promote this option"
  • "Tap-to-pay 2x faster than QR codes"

Risk Alerts:

  • "Refund rate increased this week"
  • "Unusual transaction pattern detected"
  • "Processing time slower than average"

Optimization Tips:

  • "Enable tipping to increase revenue 8%"
  • "Send payment links to reduce no-shows"
  • "Multi-currency acceptance increases conversion"

Benchmarking​

Compare your performance to similar businesses:

Industry Averages:

  • Your avg transaction: $45
  • Industry average: $38
  • You're performing 18% above average

Growth Rate:

  • Your monthly growth: 15%
  • Industry average: 8%

Goal Tracking​

Set and track business goals:

Create Goals:

  1. Dashboard → Goals → New Goal
  2. Select goal type:
    • Revenue target
    • Transaction count
    • New customers
    • Average transaction
  3. Set target and timeframe
  4. Track progress automatically

Goal Progress:

  • Visual progress bar
  • Days remaining
  • Required daily rate
  • On track / Behind / Ahead

Exporting Data​

Export reports for accounting, taxes, or analysis.

Export Options​

Formats:

  • CSV - Import to Excel/Sheets
  • PDF - Professional reports
  • JSON - For developers
  • Excel - Pre-formatted spreadsheets

Content Options:

  • Transaction details
  • Summary reports
  • Customer data
  • Tax reports
  • Custom fields

Scheduled Exports​

Automate regular exports:

  1. Dashboard → Reports → Schedule Export
  2. Select:
    • Report type
    • Frequency (daily/weekly/monthly)
    • Format
    • Delivery method (email/download)
  3. Save schedule

Use Cases:

  • Daily sales to bookkeeper
  • Weekly summaries to management
  • Monthly tax reports to accountant
  • Quarterly investor reports

Tax Reports​

Specialized reports for tax purposes:

Includes:

  • Total revenue by currency
  • Revenue in local fiat equivalent
  • Gains/losses on crypto holdings
  • Refunds and adjustments
  • Network fees paid

Export for:

  • Annual tax filing
  • Quarterly estimated taxes
  • Sales tax reporting
  • International tax obligations

Advanced Analytics​

For power users and data-driven decisions.

Cohort Analysis​

Track customer groups over time:

  • Customers by signup month
  • Retention by cohort
  • Value trends by cohort
  • Lifecycle analysis

Funnel Analysis​

For Online Merchants:

Track customer journey:

  1. Payment page viewed
  2. Payment initiated
  3. Authentication completed
  4. Payment confirmed

Insights:

  • Where customers drop off
  • Conversion rate per step
  • Optimization opportunities

A/B Testing​

Test different approaches:

Test Examples:

  • Payment page designs
  • Pricing strategies
  • Checkout flows
  • Promotional offers

Track:

  • Conversion rates
  • Average transaction value
  • Customer satisfaction
  • Processing speed

Custom Reports​

Create reports tailored to your needs:

  1. Dashboard → Reports → Custom Report
  2. Select data sources
  3. Choose metrics
  4. Configure visualizations
  5. Save and schedule

Mobile Reporting​

Access reports on the go:

SafeBank Mobile App:

  • Dashboard overview
  • Today's sales
  • Recent transactions
  • Key metrics
  • Alerts and notifications

Optimized for:

  • Quick checks
  • End-of-day summaries
  • Transaction verification
  • Customer lookups

Integrations​

Connect SafeBank reports with your tools:

Accounting Software​

Supported:

  • QuickBooks
  • Xero
  • FreshBooks
  • Wave
  • Sage

Auto-sync:

  • Transactions
  • Revenue
  • Fees
  • Refunds

Spreadsheets​

Export to:

  • Google Sheets
  • Microsoft Excel
  • Apple Numbers

Auto-update:

  • Live data connection
  • Scheduled exports
  • Custom templates

Business Intelligence​

Connect to:

  • Tableau
  • Power BI
  • Looker
  • Metabase

API access for custom dashboards

Best Practices​

Daily​

  • ✅ Review today's transactions
  • ✅ Check for failed payments
  • ✅ Monitor for unusual activity
  • ✅ Respond to customer issues

Weekly​

  • ✅ Review weekly performance vs goals
  • ✅ Analyze top products/services
  • ✅ Check customer feedback
  • ✅ Export for bookkeeping

Monthly​

  • ✅ Generate monthly reports
  • ✅ Review trends and patterns
  • ✅ Plan next month's strategy
  • ✅ Export for tax records
  • ✅ Review and adjust goals

Quarterly​

  • ✅ Deep dive into analytics
  • ✅ Benchmark against industry
  • ✅ Evaluate growth strategies
  • ✅ Plan for next quarter

Support​

Need help with reports?

  • Help Center: docs.safebank.io
  • Video Tutorials: Available in dashboard
  • Merchant Support: merchants@safebank.io
  • Phone: 1-800-SAFEBANK

Next Steps​

Questions about reports? Contact merchants@safebank.io