Core Concepts
Metric Templates define what you’re measuring—gross volume, transaction counts, or new users. Saved Metrics are optional—use them to persist configurations for recurring queries or create custom metrics for specific use cases. Breakdowns split metrics into groups (by transaction type, status, or user) for deeper analysis.Available Metric Types
Gross Volume
Gross Volume
Measure total transaction value over time. Returns volume in original currency and USD equivalent.Common uses:
- Track daily, weekly, or monthly payment volume
- Monitor revenue trends
- Compare volume across transaction types
Transaction Count
Transaction Count
Count the number of transactions within a period.Common uses:
- Measure transaction activity
- Calculate success rates by status
- Track user-specific transaction patterns
New Users
New Users
Count users acquired within a time period.Common uses:
- Monitor user acquisition
- Track onboarding velocity
- Measure growth by period
Quick Start
- List templates - See available metric types and their breakdown options
- Preview metrics - Test queries without saving using the preview endpoint
- Save metrics (optional) - Persist configurations for recurring queries
- Query results - Retrieve data from saved metrics or preview endpoints
For detailed examples and step-by-step guides, see the Reporting
Guide.
Configuration Options
Date Range
Date Range
Every metric requires a date range using ISO 8601 format (YYYY-MM-DD). Available parameters vary by template—check the template response for supported params.
Calculation Interval
Calculation Interval
Choose how to aggregate data over time:
day, week, or month. Daily
aggregation returns one row per period in your date range.Filters
Filters
Narrow results to specific subsets by users, transaction types, or transaction
statuses. Available filters depend on the template.
Breakdowns
Breakdowns
Split metrics by dimensions for comparison:
transactionType, transactionStatus, or userId. Without breakdowns, you get one row per time period. With breakdowns, you get multiple rows per period—one for each unique combination of breakdown values.Check each template’s
breakdownOptions field. NEW_USERS doesn’t support breakdowns.Common Use Cases
- Track volume by transaction type - Separate volume numbers for onramps and offramps
- Monitor specific user activity - Transaction counts for specific users, broken down by success/failure
- Measure user acquisition - New user count over time periods
See the Reporting Guide for detailed examples with code
samples.
Managing Saved Metrics
Create, view, update, and delete saved metrics using the Metrics API endpoints. Saved metrics persist your configuration for recurring queries or custom user-specific metrics.Best Practices
Use preview to experiment. The preview endpoint lets you try any metric without saving. Test different parameters and breakdowns to find what works. Save only when needed. Create saved metrics for recurring queries or custom user-specific metrics. Most one-off queries work fine with preview. Start simple. Begin with basic metrics (no filters, no breakdowns) then add complexity as needed. Choose appropriate intervals. Daily intervals give granular data but can be overwhelming for long periods. Monthly or quarterly intervals work better for high-level trends. Use breakdowns strategically. Each breakdown dimension multiplies your result rows. CombinetransactionType and transactionStatus breakdowns carefully—you’ll get rows for every combination.
Check template parameters. Available parameters vary by template. Review the template response to see what filters and options each metric supports.
Dashboard Access
View and analyze metrics visually in the HIFI Dashboard:- Create charts and graphs
- Build custom dashboards
- Schedule automated reports
- Export to CSV
Get Help
- 📧 Email: [email protected]
- 💬 Slack: Join our shared channel
Related Resources
- Reporting Guide — Detailed examples and code samples
- API Reference: Metrics — Complete endpoint specs
- Transactions — Understanding transaction types and statuses
- Users — User management