Get a quick overview of MX™ Merchant’s Dashboard, Settings, Reports, and Apps to monitor performance, manage account tools, generate insights, and extend functionality with integrations.

Overview

MX™ Merchant provides powerful tools to help you monitor performance, manage operations, and gain actionable insights from your payment data. From the Dashboard’s real-time business metrics to customizable Settings, detailed Reports, and integrated Apps, each section is designed to support efficient, informed decision-making. Together, these features give you full visibility and control over your payment processing experience.

Dashboard

The Dashboard provides a snapshot of your business’s payments and customers for a selected time period. It helps identify high and low transaction volumes, evaluate marketing efforts, and plan staffing. By default, it shows the current month, with options to view Today, Week, Month, Year, or Lifetime data.

It offers the following graphs for reviewing the state of your business:

• Payments - Displays net income for the selected period, comparing the current total against the lowest and average historical totals for that time frame
  
• Customers - Shows the number of unique customers serviced, also compared against the lowest and average historical counts for the selected time frame.
  
• Activity - Combines payments and customers into a single graph. Hovering reveals time, net payment amount, and customer count. Data can be viewed by hour, day, or month depending on the selected period. Payments are shown by default, with an option to add customers.
  
• Customer Composition - Displays the number of customers by spend profile.

Learn more about each one on the Dashboard portal guide.

Settings

The Settings section lets you customize and manage your MX™ Merchant account. From here, you can configure receipts and notifications, control team access, set up loss prevention tools, create payment links, and manage other features that support secure and efficient payment processing.

From the left-hand Settings menu, you can access tools for managing:

• Payments and customers
• Loss prevention and compliance
• Receipts, notifications, and invoices
• Team access and permissions
• Retail, sales tax, discounts, and terminals
• Payment links, MX ePay, and Applications / API integrations

Learn more about each one and more on the Settings portal guide and the Manage Settings user guide

Reports

The Reports section provides detailed insights into business activity, including transactions, batches, reconciliations, chargebacks, expired cards, invoices, and ACH activity.

By selecting the Reports tab from the left-hand menu, you can access the Report Library, which includes categories such as:

• TSYS (ACH Funding, Transactions, Batches, Chargebacks)
• Activity (Expired Cards, User Reports)
• ACH (Activity, Returns)
• Invoice (Receivable Aging, Receivable Forecast)
• Retail (Tax, Profitability, Expedite, Product Sales)
• Developer (Access Log)

Learn more about each one and more on the Reports portal guide and the Generate Reports user guide

Apps

MX Merchant integrates with in-house and third-party apps to support different business needs and workflows.

You can access them by clicking the Apps section in the left-hand menu. Then, you can hover over an app to see a brief description.

Learn more about each one on the Apps portal guide.