Payments (Live)
This page explains the calculation types, dimensions and filters available to you for the key figure Payments (Live). This page is for reference purposes only and assumes that you already have basic knowledge about the plentyBI tool.
PlentyONE calculates the live number of payments by checking and loading incoming payments, payment status and the payment method from the database in real time.
In addition, select a dimension to determine how the result is grouped.
Set filters to specify the criteria for the calculation of the payments.
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Using the default key figure configuration
The key figure configuration Payments (Live) is a so-called default key figure configuration. This means that it is already set up in your PlentyONE system with some preparatory settings. Thus, you don’t necessarily have to create an additional key figure configuration. Go to Setup » plentyBI » Key figure configurations and click on the key figure configuration*Payments (Live)* that has been created by plentymarkets. |
1. Calculation
3. Filters
Filters allow you to narrow down the data calculated by the key figure. The following chapters contain an overview of all available filters.
Important: Different filters are available depending on the dimension you have selected for the key figure.
3.1. Received at
Filters the selected key figure and dimension additionally by the date of receipt of payment. Select a comparison operator on the left and then the desired time period or date.
3.2. Imported at
Filters the selected key figure and dimension additionally by the date on which a payment was imported into the system. Select a comparison operator on the left and then the desired time period or date.
3.3. Payment method
Filters the selected key figure and dimension additionally by one or several payment methods. For this filter you can select the payment methods that have been set up in your system. Select a comparison operator on the left and then the desired payment methods (check_box).