Product Manual

Your one-stop shop for the details of everything related to our solution.

Reporting Dashboard

The Signifyd dashboard allows you to stay on top of your key fraud related metrics with Signifyd:

  • Quickly view which orders and claims are pending
  • View past order decisions at a glance
  • Track every claim reimbursement
  • Export decisioned orders and submitted claims as a .csv file

Dashboard

Who has Access?

The dashboard is available to users with the role ‘Admin’ or ‘Owner’. To grant access to a new user, ensure that their user role is set to ‘Admin’ or ‘Owner’.

How frequently is the data updated on the dashboard?

  • Every hour for past decisioned orders and claims
  • Pending orders and claims are near real time; just refresh the page for an updated number.

Viewing Pending Orders and Claims

The top 2 cards on the dashboard allow you to view your pending orders and claims.

To view the details of your pending orders, click the ‘View Orders’ button. This will take you to the ‘Console’ tab view where you can see all your ‘Pending’ orders in the case queue.

To view the details of your claims pending a decision, including those needing more information, click the ‘View Claims’ button. This will take you to the ‘Console’ tab view where you can see all your claims with a status of ‘Pending’ or ‘Need More Info’.


Viewing Decisioned Orders and Claims

The bottom 2 cards on the dashboard allow you to view your decisioned orders and claims.

Click ‘Approved’, ‘Declined’ or ‘Canceled’ to view those orders on the ‘Console’ tab view for the specific guarantee status. The orders will be filtered to display only those submitted within the selected date range.  You can click ‘All Orders’ to view all the orders submitted within the selected date range.

Click ‘Approved’, ‘Declined’ or ‘Canceled’ to view those claims on the ‘Console’ tab view for the specific claim status. The claims will be filtered to display only those submitted within the selected date range. You can click ‘All Claims’ to view all the claims submitted within the selected date range.

Exporting Reports

You can export the order details or claim details as a .csv file from the dashboard via the ‘Export’ button. This will export all orders or all claims within the selected date range. The maximum number of rows that can be exported in a single file is 20,000.

Tip:  If the total count of ‘All Orders’ or ‘All Claims’ displayed on the report exceeds 20,000, reduce the date range for a lower count before trying to export.

Exported Fields:

The tables below describe the fields available in the orders export and claims export.

Orders Exported Fields:

Field Description
Order ID Your order number as sent to Signifyd
Case ID Signifyd case ID for the order
Order Date Date the order was placed on your store
Guarantee Submitted Date Date the order was sent to Signifyd for guarantee
Order Amount Order amount in the original order currency
Order Currency Original currency the order was placed in.
Order Amount(USD) USD Amount if the original order currency is not USD
Score Signifyd’s score for the order
Guarantee Disposition Signifyd’s decision on the order
Case Status Open or Closed: this value depends on whether you auto-dismiss cases after a certain time period or manually close cases
IP Address IP Address on the order
Billing Country Billing Country on the order
Delivery Country Delivery Country on the order
Confirmation Email Confirmation email on the order
Shipper The shipper for the order. This field is only available if it is sent to us as part of your integration with Signifyd. For Shopify stores, this is typically indicated as ‘Shopify’.
Shipment Type The shipment type for the order. This field is only available if it is sent to us as part of your integration with Signifyd.
Case URL The URL to view the order within the Signifyd case console.

    

Claims Exported Fields:

Field Description
Order ID Your order number as sent to Signifyd
Case ID Signifyd ID for the order
Order Date Date the order was placed on your store
Claim Created Date Date the claim was opened with Signifyd
Claim Updated Date Date the claim was decisioned (Approved, Declined) or Canceled.
Claim Status/Disposition The decision on the Claim: Approved, Declined or Canceled.
Claim Disposition Reason If the Claim is declined, the reason for the decline.
Claim Amount The amount provided when the claim was opened.
Claim Currency The currency provided when the claim was opened.
Payout Transaction ID Payment platform Transaction ID of the claim payment. If a single claim has multiple payments, there will be a row for each transaction ID in the exported file.
Payout Amount The amount paid for the claim, if the claim was approved.
Payout Currency The currency the claim was paid in, if the claim was approved.
Payout Date The date the claim was paid, if the claim was approved.
Payout Method The payment platform used to pay the claim, i.e. PayPal or bill.com.
Guarantee Submitted Date Date the order associated to the claim was guaranteed.
Guarantee Disposition Decision on the order associated to the claim.
Order Amount Amount of the order associated to the claim.
Order Currency Currency of the order associated to the claim
Order Amount (USD) USD amount of the order associated to the claim, if the the original amount is in a currency other than USD.