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updatedAt: 2026-05-19T18:58:05.000Z
agentTools:
  projectIndex: https://developer.eftcorp.com/llms.txt
---

# Analytics and Reports

Viewing dashboards, running reports, and exporting transaction data from the Admin Portal.

Eclipse provides multiple reporting and analytics capabilities accessible from the Admin Portal, including live analytics dashboards, configurable standard reports, and transaction-level exports.

***

## Analytics Dashboard

The **Analytics** section provides a live dashboard of key operational metrics for the tenant.

**Accessing Analytics:**

* Navigate to the tenant sidebar → **Analytics**
* Or from the Dashboard menu → **Analytics**

The dashboard displays charts and summary statistics including transaction volumes, wallet balances, top-up activity, and withdrawal flows. The time range can be adjusted using the date selector at the top.

***

## Tenant Reports

Standard reports are pre-built report templates that can be run on demand.

### Accessing Reports

Navigate to the tenant sidebar → **Reports** (or **Customer → Reports** for customer-scoped reports).

### Running a Report

1. Select the desired report type from the list of available reports.
2. Set the date range and any other parameters (e.g., currency, wallet type).
3. Click **Run Report** or **Generate**.
4. Download the result as a CSV or Excel file.

### Configuring Report Parameters

Some reports support parameter customisation. Click the **Configure** icon next to a report to:

* Set default date ranges
* Choose fields to include
* Set filter criteria (e.g., specific wallet types, transaction statuses)

### Common Report Types

| Report                      | Description                                                |
| --------------------------- | ---------------------------------------------------------- |
| **Transaction Summary**     | Aggregated transaction counts and amounts by type and date |
| **Wallet Balance Report**   | Point-in-time balance snapshot per wallet                  |
| **Top-up Report**           | All top-ups processed within the period                    |
| **Withdrawal Report**       | All withdrawals initiated within the period                |
| **Card Transaction Report** | Card-present and card-not-present transactions             |
| **Fee Report**              | Fees charged per transaction                               |
| **KYC Status Report**       | KYC verification outcomes by status                        |

Available reports depend on your tenant's subscription. Contact your EFT Corporation account manager to enable additional report types.

***

## Transaction Reports

The **Transaction Reports** section provides a filterable, exportable view of raw transaction data.

**Accessing Transaction Reports:**
Navigate to the tenant sidebar → **Transaction Reports**

### Filtering Transactions

Use the search and filter bar to narrow by:

* Date range
* Transaction type
* Wallet ID
* Customer ID
* Status
* Currency

### Exporting

Click **Export** to download the filtered result set as a CSV file. Large exports are processed asynchronously — a download link is emailed to the logged-in user when the file is ready.

***

## Global Reports (Operator-Level)

Users with global admin access can run platform-wide reports spanning multiple tenants from the **Dashboard → Report** section.

Global reports support the same parameters as tenant reports but allow cross-tenant aggregation. Access requires a role with `GlobalReport.READ` permission.

***

## Report Configuration

Platform operators can configure custom report templates from **Dashboard → Report Configure** (global) or the tenant **Report Configure** panel.

### Configuring a Report Template

1. Navigate to the Report Configure section.

2. Click **+ Add Report** or select an existing template to edit.

3. Define:
   * Report name and description
   * Data source (transaction type, entity scope)
   * Parameters and filters
   * Output format (CSV, XLSX)
   * Schedule (optional — for automated delivery)

4. Save the template. It will appear in the Reports list for users with appropriate permissions.

***

## Billing Reports (Operator-Level)

The **Billing** section under Dashboard (global admin only) manages monthly billing configuration for tenants.

**Accessing Billing:**
Dashboard → **Billing**

The billing screen shows all configured billing customers. For each customer:

* **Name** — Billing customer name
* **Type of Customer** — Customer category
* **Tenant Scan to Pay ID** — Linked STP tenant identifier
* **Active** — Whether monthly billing is enabled

### Creating a Billing Customer

1. Click **+ Create Customer**.
2. Enter the customer name, type, and linked tenant STP ID.
3. Click **Save**.

### Editing Billing Rates

1. Click the billing customer row to open the details view.
2. The billing rates screen lists all line items (billing codes) with:
   * Fixed rate
   * Variable rate
   * Active/inactive toggle
3. Toggle and adjust rates as needed, then click **Save**.

Monthly billing runs automatically at the configured billing cycle. Billing rate changes take effect from the next billing cycle.