Your interface. Your questions.

These FAQs cover the CONVRT 2.0 dashboard reviewed on September 13, 2026: UI 7.10.0 and API 1.9.0. They do not describe CONVRT 1.0.

Reviewed 2026-09-13 · Link to this answer

The CONVRT 2.0 public user-login destination is still TBD. Use the access instructions provided by your CONVRT contact; the website Login tab will be updated when the destination is confirmed.

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The reviewed sign-in screen asks for User name and Password. Enter the credentials assigned to your account. The review did not test credential recovery or account provisioning.

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The sign-in screen includes a Forgot password? link. Use that recovery entry point or contact your administrator. The recovery process was not submitted during this review.

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Use the menu button at the upper left. The reviewed account groups its links under Overview and Management, with expandable Reporting, Analytics, and Configuration sections.

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Open the search control in the header. On the reviewed Mac, Command+K opens the navigation search panel and Escape closes it.

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The reviewed global search primarily lists navigation destinations. Its message directs users to list pages for record search. To locate a payment, use Transaction Report and its Search by controls.

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Use Documentation in the header or navigation menu. Configuration screens also offer documentation links that open the relevant section. About and information buttons explain individual reports and metrics.

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The review account has PSP super-admin access. Your account type, role, and assigned scope may expose fewer screens or actions. Visibility in this review does not establish your account permissions.

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Open the Account button in the upper-right corner. The reviewed panel shows account and role information and a Logout button. Signing out was not triggered during the review.

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Use the merchant selector in the Dashboard or report filter area. The reporting selector supports selected merchant chips; verify the Merchant scope summary on report pages before using the results.

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In the reviewed account, All Merchants selects the broad reporting scope. When it appeared alongside a named merchant, the report still stated All merchants. Remove that selection if you intend to review only named merchants.

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Use the × on that merchant’s selected chip. In the review, removing the additional demo merchant restored the original All Merchants selection. Check the resulting scope before continuing.

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Do not assume so. Companies, Sites, BIN Groups, Terminals, and Funnels have their own Merchant selectors. Several showed an empty selector even while reporting had a merchant selection.

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The reviewed Dashboard and report filters offer All, Today, Week to Date, Month to Date, Year to Date, and Custom range.

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Transaction Report’s help describes All as the full history. It removes the preset date-window restriction; merchant and other filters still need to be checked.

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Choose Custom range, or open the report’s advanced filters where From and To date-and-time fields are shown. Confirm the final displayed period after applying the filters.

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The Dashboard explicitly displays its KPI window in UTC. Use that displayed start and end time when comparing results. Do not infer the reporting time zone solely from your computer clock or a preset label.

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Recheck the visible period after navigation. During review, selecting All on Transaction Report did not make the independently opened Dashboard use All; it showed Week to Date.

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Match merchant scope, the exact time window, currency basis, transaction types, and metric definitions. A count of attempts, an approved amount, and a chargeback-event ratio are different measures.

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Its help describes key payment metrics for the selected merchant scope and time window, loaded from the backend. It combines configurable KPI cards with transaction and conversion charts.

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Open KPIs Configuration. The reviewed dialog allows a minimum of three and a maximum of six selections and shows how many are selected. It includes a Done button.

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When exactly three cards are selected, their checkboxes are disabled with a message to select another KPI before removing one. This preserves the minimum of three.

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Revenue generated, Approved ratio, Average order value, Chargeback ratio, Fraud to sale ratio, Refund ratio, Declined ratio, Number of refunds, and Repeat customer ratio are listed. A listed choice does not confirm every underlying data feed is available.

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The current help defines it as the sum of approved transaction amounts in the selected window. It is gross approved volume, not net revenue after refunds, chargebacks, or processing fees.

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The current help defines it as approved attempts divided by all attempts, including approved, declined, and pending attempts, expressed as a percentage. Check the selected scope before comparing it with another ratio.

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The Dashboard labels this card Average order value (AOV); Performance & Approval labels its corresponding card Average Ticket (ATV). Their values matched in the reviewed scope, but confirm scope and definitions before comparing other periods.

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Open Filters to display Currency Filters. The reviewed dialog lists USD, BRL, EUR, GBP, MXN, COP, and CLP. These display choices are not a statement that every payment method supports each currency.

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Use the Visa, Mastercard, and Other checkboxes to control the displayed card groups. The legend distinguishes approved and declined series. Use the chart’s information button for its explanation.

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They matched for the scope checked on September 13, 2026. This is a checked example, not a complete reconciliation audit. If figures differ, compare their filters and definitions before reporting a discrepancy.

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Open Reporting → Transaction Report. Its help states that each row represents an individual transaction and includes organizational context, amount and currency, authentication information, and outcome.

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Expand Advanced filters, set Search by to Transaction ID, enter the identifier in Value, and use Apply Filters. The controls were inspected; a specific identifier search was not submitted in this review.

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The reviewed Search by list contains Email, Name, Card Number, Transaction ID, Order ID, Reference ID, and Site. Use the least sensitive identifier suitable for your task.

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Within Advanced filters, choose More filters. The panel exposes Processor, Company, Terminal, Currency, Card Brand, Country, BIN Country, Transaction Type, Recurring Type, Processing Status, and Terminal Status.

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Yes. A Bank selector is visible in Transaction Report’s advanced filter area, alongside the From and To date-and-time controls. Use Apply Filters to submit the selected criteria.

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Transaction Report provides Reset beside Apply Filters. Recheck the merchant scope and period after resetting rather than assume every page preference has returned to a default.

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The report includes Save current filters and Import a saved filter. The review inspected those controls but did not create, import, or validate a saved filter’s persistence.

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The initial desktop table starts with organizational fields such as transaction, MID, terminal, merchant, company, and bank. Additional transaction fields extend horizontally. On a narrow screen, a wider view can make investigation easier.

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The report help lists page sizes of 25, 50, and 100. Use Rows per page and the previous/next controls at the bottom. The visible page is only part of a larger result set when pagination is active.

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Use Export above the table for export options, or View Analytics in the filter area for aggregate analysis. Export completeness, selected-row behavior, and downloaded file contents were not validated in this review.

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Transaction Report lists individual transactions. Transaction Summary Report groups measures under processor, company, and site, with count and amount columns for sales, refunds, and dispute-related events.

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The reviewed toolbar includes Columns, Filters, Export, and Search. It also has pagination, saved-filter controls, and a Metric range filter section.

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Open Reporting → Chargeback Report. It has merchant and period filters, Event type and Scheme selectors, a Reason code field, an Export CSV control, and a link to the breakdown view.

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Chargeback Report includes a Reason code field. Use it alongside Event type, Scheme, merchant scope, and the date window to narrow the report.

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Open Chargeback Breakdown from Reporting or the View breakdown link on Chargeback Report. Select a Report month. The table compares scheme figures by merchant.

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Chargeback Breakdown offers MIDs / Funnels and Companies as drill-down choices. Merchant rows include an expand control. Check the selected drill-down type before expanding a row.

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The current screen’s help defines its Mastercard denominator as previous-month transactions and its Visa denominator as same-month transactions. These are the application’s displayed formulas, not independent guidance on card-scheme reporting obligations.

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The breakdown help explains that a dash means the needed transaction denominator is zero, so no ratio is defined. It should not be read as a zero-percent ratio.

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The current breakdown help explicitly calls its approved-transaction denominator provisional pending product-owner confirmation. Confirm the agreed definition before using the report for formal reporting or reconciliation.

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The reviewed breakdown table labels amount columns in EUR. Its help says amounts are converted to the main currency and missing-rate rows are excluded from amounts and flagged with an asterisk. Check the currency and any flags in your own view.

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It shows total attempts, approved revenue, average ticket, approval and decline rates, a daily performance trend, hourly approval rate, approval by card brand, and top decline reasons.

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The Total Attempts card says it opens Transaction Report, and the top-decline-reasons chart invites users to inspect transactions. Verify the resulting filters when following a drill-down; full drill-down coverage was not tested.

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The reviewed page includes chargeback, fraud-to-sale, and refund ratios; a risk-ratio trend; chargebacks by stage; resolution rate; and second-chargeback escalation information.

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No. The current page explicitly describes a deterministic run-rate projection using linear extrapolation. It states that identical inputs produce the same result.

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The page labels CIT as cardholder-initiated transactions and MIT as merchant-initiated transactions. The displayed mix depends on the selected reporting scope.

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Card & Customer Intelligence shows the share and count labeled 3DS Authenticated and No 3DS. It is a reporting breakdown; it does not by itself establish the outcome or liability treatment of any particular transaction.

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The intelligence page separates customer-country volume and revenue from issuing-country information derived from card BINs. It also offers separate Country CSV and BIN country CSV controls.

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The current screen says card funding type, CVV presence, network tokens, and new-versus-returning customer splits need additional enriched data and are planned for a later phase. Do not interpret those missing breakdowns as zero activity.

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Alerts & Reports (admin) is currently read-only. It displays alert thresholds, recipients, scheduling, and reporting-window settings managed outside this screen. Ask the responsible administrator for changes.

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Read each section’s Enabled value and Last successful refresh, and use Refresh to request an updated display. Both sections showed Off in the reviewed environment. Delivery was not tested, and your environment may differ.

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Authorized users can open Configuration → Merchants. The reviewed screen includes Add Merchant, search, column selection, export, and a table of merchant details. Creating a merchant was not tested.

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Open Companies and select a Merchant. The initial empty state explicitly asks for a merchant before it will show companies.

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In the reviewed initial state, Add Company was disabled until a merchant was selected. Check that required scope first; permissions may also affect actions available to your account.

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Open Sites, select a Merchant, and use Company if you need to narrow the list. The table includes domain, company, merchant, creation date, and actions.

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The reviewed Sites page requires a merchant first. Its Company selector and Add Site control are disabled while no merchant is selected.

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Open Configuration → BIN Groups and select a Merchant. The table shows group name, BIN count, creation date, and actions. The add control is disabled before merchant selection.

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The reviewed Banks list shows Bank Name, Bank Code, Created, and Actions. Authorized users see Add Bank and row-level Edit and Delete controls. No bank changes were made during review.

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The reviewed Processors list shows Processor Name, Processor Code, Created, and Actions. Search, column selection, export, and Add Processor are visible for the reviewed role.

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Its list displays a bank and processor pairing with an ID and creation date. Use this screen to inspect those relationships; the review did not create or alter a pairing.

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Use the list’s Search control and any page-specific merchant, bank, company, or status selectors. Column and export controls vary by screen, so check the toolbar on the list you are using.

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The reviewed page requires its own Merchant selection. Choose the merchant in the toolbar before interpreting an empty table as an absence of terminals.

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The toolbar includes Merchant, Bank, Company, and Status. Status initially showed Active in the reviewed session, so check it when looking for an inactive terminal.

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For a terminal you are authorized to inspect, choose Edit in its row. The reviewed editor contains the terminal name, site, bank, processor, permissions, payment-method flags, status, and additional settings tabs.

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The editor lists transaction-operation settings such as sale, authorization, recurring variants, refund, capture, void, withdraw, and credit. These are configuration controls; their presence is not proof that your role can execute those payment actions from a report.

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The terminal editor has a Payment Methods section with Apple Pay and Google Pay checkboxes. The list shows APay and GPay indicators. A flag alone does not verify a complete wallet integration.

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The Detail tab can show named terminal details. In the reviewed example, the API-key value was masked and offered Reveal secret and Copy secret controls. Neither was used. Keep credentials out of support messages and public documents.

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Card Types, Currencies, Setup Fee, Monthly Fees, Credit Card Fees, Transaction Fees, Chargeback Fees, Reserves, Rules, and Limits appear beside Detail. Their availability does not establish that every configuration has been completed.

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Open Edit → Limits. The reviewed table has Card Type, Currency, Transaction Type, Period, Count, and Amount columns. One demo terminal’s table had no records; this does not establish the limits on other terminals.

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Yes, the current Rules explanation says a terminal’s own rules apply wherever it is assigned. Funnel-specific Terminal Rules are stored separately and can further narrow eligibility within that funnel.

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Use Cancel. The review inspected settings and left without saving. Check for any application confirmation if you have actually changed fields.

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Built-in documentation defines a funnel as a merchant’s routing configuration: assigned terminals, relative traffic distribution, and cascade behavior after a decline. It is also labeled MID in parts of the documentation.

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Open Funnels, select the merchant, and choose Manage Funnel on the desired row. The reviewed detail page has Terminals, Weights, Cascade, Pooling, and Terminal Rules tabs.

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The built-in guidance says to assign terminals first. The other configuration tabs derive their available participants from the terminals assigned to the funnel.

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No. The current documentation defines weights as relative shares. For example, weights of 3 and 1 describe an approximate 75/25 split; they are not literal percentages. This describes the documented model, not a routing simulation performed in the review.

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The current documentation says zero removes that participant from the weighted split without removing its assignment. Do not change production routing weights without the appropriate authority and review.

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The documentation describes an ordered sequence of fallback banks attempted after a decline, bounded by the retry budget. It says a bank cannot cascade to itself and participants come from the funnel’s assigned terminals.

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The Cascade config help defines the count as additional attempts after the first decline. Its example of two retries allows at most three attempts in total. Zero disables cascading in the documented model.

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The documentation describes balancing traffic over time using weight dimensions, a reset period, a count-or-amount metric, and selected transaction types. It also documents separate balancing by card type or currency. Confirm the saved configuration for the funnel you are inspecting.

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The current help says the permitted sets intersect, so the narrower result wins; one set cannot widen the other. Exclusions from either set are applied afterward. Empty matching rules are described as unrestricted, while no common allowed values means nothing is permitted.

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On Funnel → Terminal Rules, select an assigned terminal and expand Effective restrictions. The current preview compares global and funnel restrictions and shows the effective result. It is advisory and read-only; the routing engine remains authoritative.

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Open Configuration → Security. The reviewed screen requests Current password, New password, and Confirm new password, with Save changes. No password change was performed during review.

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It states a minimum of 10 characters including uppercase, lowercase, a digit, and a special character. These are the displayed requirements; password validation was not submitted or independently tested.

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The reviewed Users page has View, Role, and Status filters. The table includes name, username, email, user type, roles, status, creation date, and actions. Account visibility depends on your permissions.

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The reviewed form asks for Name, Username, Email, User Type, Password, Confirm Password, Roles, and Status. It has Cancel and Save controls. Account creation and invitation delivery were not tested.

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Open Configuration → Audit Log. Its table includes Time, User, Action, Resource, Status, IP, Endpoint, Detail, and Actions. This review did not establish retention duration or completeness.

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The reviewed page offers From and To date-and-time fields, Action, Resource type, and Status, plus Include reads. It also provides table search, Columns, Export, and View Analytics controls.

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The Dashboard loads at the reviewed 390-pixel width, but three KPI cards remain side by side with heavily wrapped labels. This is not a full mobile accessibility certification. Wider screens are currently easier for dense reporting and configuration work.

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No. The review was read-only apart from temporary navigation and display filters. It did not submit payments, refunds, new accounts, password changes, or configuration saves, and it did not verify export contents or email delivery.

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Each answer has a stable FAQ ID and reviewed date, with version and source records maintained alongside the document. New findings should update the answer and its revision history; outdated entries should be corrected or retired rather than silently reused.

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No. AI-assisted maintenance is a future use case. These are living documents prepared for continued review and expansion; no automated AI maintenance or publication workflow is currently connected.

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