PayStar Summary report: payments KPIs, conversion, fees and balances

Quick control of payments, conversion, and unit economics

The “Summary report” section is an aggregated view of key payment metrics for a selected period. It helps you understand in minutes:

where conversion is “hurting” (by merchant / gateway / cashier),

who delivers turnover and successful payments,

how fees, balances, and settlements change over time,

what’s happening with RR and profit (if the relevant columns are enabled).

1) What exactly the “Summary report” shows

Depending on the columns you enable, the report can include:

Conversion (success/total)

Payments: total / payments: success

Turnover (success)

Fee % / Fee (amount)

Start balance / End balance

Netting / Settlement (if used)

RR (RR %, RRReserve, RRReturn, RR Total — if enabled)

Profit (if enabled)

The report supports different “views” (dimensions) to quickly localise an issue or assess performance:

By merchant

By gateway

By cashier (if used)

2) Where to start: 3 switches that solve everything

2.1 Period

Select the date range the report should cover.

2.2 Aggregation: Day / Week / Month

Aggregation defines how the report groups data within the selected period:

Day — operational monitoring and pinpointing exact “drops”

Week — trend management and dynamics

Month — planning and controlling economics at a period level

2.3 View: By merchant / By gateway / By cashier

The same period can be analysed from different perspectives to identify the source of a drop or growth.

3) How to read the table: two flow directions

Metrics may be displayed in two flow directions (for example, incoming and outgoing).
Typically, this looks like two lines of values in a single cell:

the top line — one flow,

the bottom line — the other flow,

if there is no data for a flow, you will see --.

4) A quick “5-minute” diagnostic flow

Step 1. Find the conversion drop

Select Day

Switch to By gateway

Sort / visually identify days or rows with low conversion

Switch to By merchant to check whether the issue is “isolated” or “system-wide”

Interpretation:

a drop on one gateway across many merchants → more likely a provider/channel issue;

a drop for one merchant across multiple gateways → more likely a traffic/configuration issue on the merchant side.

5) Filters: how to narrow the report to the right segment

Use filters to view the report in the required scope (for example, a specific merchant, currency, etc.).
A Clear filters button is typically available as well.

6) Columns: how to show only the metrics you need

The report is flexible: you can show/hide metrics via the column menu and click Apply.

Practical presets:

for conversion: Conversion, Payments: total/success

for economics: Turnover (success), Fee %/Fee, Profit

for liquidity: Start/End balance, Netting/Settlement, RR

7) Export: download the report for your team, partner, or reconciliation

Export downloads the report with the current settings:

selected period and Day/Week/Month aggregation,

selected view By merchant / By gateway / By cashier,

applied filters,

selected set of columns.

8) How to calculate the fee as a percentage (important nuance)

The final Fee % for a period should be interpreted as an effective (turnover-weighted) rate:

Fee % = (Fee / Successful turnover) × 100%

This is especially important when rates change within the period: the final percentage is “averaged” through turnover, not as a simple average of rate values.

9) Balances and timezone

Start and End balance are calculated at the boundaries of the selected aggregation (Day/Week/Month) in the Organisation timezone.

10) Why the report is generated with a delay

The report is typically generated with up to a 1-day delay, so new payments can reach final statuses and the figures are not distorted.

If a payment status changes later, the report metrics may update, but not instantly.

11) Practical use cases

11.1 Conversion dropped

By gateway → identify the problematic provider/period

By merchant → determine whether it’s one merchant or widespread

narrow further with filters (currency/scope) and capture conclusions via Export

11.2 I see a negative end balance

Check:

incoming vs outgoing successful turnover,

fees (%, amount),

RR (if applicable),

netting/settlement (if used),

compare By merchant and By gateway views to localise the driver.

11.3 I need arguments for a partner (merchant/PSP)

use Week/Month and enable economics columns,

show the dynamics of conversion/turnover/cost,

attach Export as a fact base.

Summary Report

Quick control of payments, conversion, and unit economics#

1) What exactly the “Summary report” shows#

2) Where to start: 3 switches that solve everything#

2.1 Period#

2.2 Aggregation: Day / Week / Month#

2.3 View: By merchant / By gateway / By cashier#

3) How to read the table: two flow directions#

4) A quick “5-minute” diagnostic flow#

Step 1. Find the conversion drop#

5) Filters: how to narrow the report to the right segment#

6) Columns: how to show only the metrics you need#

7) Export: download the report for your team, partner, or reconciliation#

8) How to calculate the fee as a percentage (important nuance)#

9) Balances and timezone#

10) Why the report is generated with a delay#

11) Practical use cases#

11.1 Conversion dropped#

11.2 I see a negative end balance#

11.3 I need arguments for a partner (merchant/PSP)#