Coris’s mission is to modernize risk infrastructure for software platforms serving SMBs. To achieve this mission, we’re constantly looking for ways to make risk teams’ workflows faster and more efficient.

Our new reporting and insights dashboard does just that. Now, risk teams can view custom insights on their entire merchant portfolio and internal team performance in one place. 

Read on to learn more, or contact us to get started.

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Absence of a merchant system of record

Typically, risk teams prepare reports using multiple tools: Stripe or Adyen for payments reporting, a CRM like Zendesk for team productivity reports, and Looker or Tableau for miscellaneous reports. This is an extremely manual process, and there is no easy way to aggregate insights across these reports to get a holistic view of portfolio performance.

Simply put, there is no authoritative system of record (SOR) consolidating merchant activity. As our customers shared their experiences of painful data silos and labor-intensive data gathering, we started iterating on our own solution to this problem.

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Aggregated insights across risk portfolios and teams

Our reporting and insights dashboard enables better risk decisioning and enhances team productivity. It consolidates insights at the portfolio, merchant, and team level on a daily basis:

• Portfolio reports: Access insights on total payment volume (TPV) from Stripe, transaction counts, chargebacks, refund rates and more. Metrics can be filtered by custom time windows (last 24 hours, last 7 days, and last 30 days) and filtered by country, payment method, and other categories. This helps teams proactively surface any blindspots, such as a sudden influx of new merchants, or sudden TPV grown amongst existing merchants.
• Merchant reports: View a list of key merchants sorted by TPV, chargebacks, refund rates, and other metrics. 
• Team reports: Similar to case management, this dashboard shows the number of alerts created for the team, alert resolution rate, alert status, and alerts by queue. This helps risk teams effectively manage workloads across agents.

The risk & insights dashboard is available to all of our Platform customers.

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Want to learn more?

We’re actively building out additional capabilities within our reporting & insights dashboard, such as a custom report builder.

‍Contact us if you’d like to learn more or request an additional reporting feature.

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