Settlement Rejects Dashboard


The Settlement Rejects Dashboard provides visibility into rejected settlement transactions across your payment portfolio — showing reject volume and dollar amounts by acquirer over time. Use it to monitor reject trends, identify which processors are driving the most rejections, and drill into the underlying data to investigate specific accounts.

Date Range for Charts and Data defaults to the last 6 months including the current month.

Acquirer Data Availability

What appears on this dashboard depends on which acquirers send Optimized Payments the underlying data. If an acquirer is not listed below, its activity will not appear here — that is a gap in source data coverage, not a true zero. Within your own account, coverage also depends on which of these acquirers you process with.

Acquirers with settlement reject data currently available:

  • Fiserv

  • Braintree

  • Chase

  • Chase_NAP

  • Shift4

KPIs

Two KPI cards are displayed at the top of the dashboard, each based on the last complete month of data.

KPI

Description

Reject Count

Total number of rejected settlement transactions in the last complete month.

Reject Amount

Total dollar value of rejected settlement transactions in the last complete month.

Each card includes a sparkline showing the trend over the selected date range and a month-over-month comparison (e.g., Mar vs Feb 2026).

Reject Count / Amount by Acquirer (Stacked Bar Chart)

A stacked bar chart showing reject volume broken down by acquirer over time. The chart title updates dynamically based on the selected Measure and Group.

  • Y-Axis: Reject count or dollar amount (based on selected Measure)

  • X-Axis: Date

  • Segments: One color per acquirer (e.g., Shift4, Chase_NAP, Fiserv, Braintree, Chase)

Controls

Control

Default

Options

Description

Measure

Count

Count, Amount, % of Total Count, % of Total Amount

Switches the Y-axis between reject transaction count and reject dollar amount

Group

MID : Acquirer

—

Dimension used to segment the bars

TOP N

10

—

Limits segments to the top N groups by volume

Date Granularity

M

Y / Q / M / W / D

Date bucketing for the X-axis

Use this chart to identify which acquirers contribute the most reject volume and whether rejections are trending up or down over time.

Pivot Table (Settlement Rejects)

The pivot table provides a configurable breakdown of reject activity by time period, with optional row grouping by any dimension.

Controls

Control

Default

Description

Measure

Reject Count, Reject Amount

Multi-select — displayed as separate rows across monthly columns

Groups

None

Number of active group levels — supports None, 1, 2, or 3

Date Granularity

Month

Y / Q / M / W / D

Available Measures

Measure

Description

Reject Count

Total number of rejected transactions for the group in the selected period.

Reject Amount

Total dollar value of rejected transactions for the group.

When Groups is set to None, the table shows portfolio-level totals only. Add group levels to break down by dimensions such as Acquirer, MID, or Card Brand.

Filtering Tips

Use the Filters button at the top right to refine your view:

  • Date Range for Charts and Data: Defaults to the last 6 months including the current month

  • Acquirer / MID: Scope the dashboard to specific processors or merchant accounts

  • Date Granularity: Switch between Yearly, Quarterly, Monthly, Weekly, and Daily

Use Case Example:

"We noticed our reject count spiked last month — we need to find out which acquirer is responsible."

  • Check the KPI cards to confirm the reject count and dollar amount for the last complete month and the MoM change

  • Review the Stacked Bar Chart to see which acquirer's segment grew the most in that month

  • Right-click that acquirer's bar segment and select Use as Filter to scope the entire dashboard to that processor

  • In the Pivot Table, set Groups to 1 and group by MID to identify the specific merchant accounts driving the spike

  • Click Revert Use as Filter when done to return to the full portfolio view