The Partner Center brings together activity across your entire portfolio: how much each account processes, how its volume is trending, and what status it's in. With that view, you can spot early both accounts that are taking off and accounts that have stopped operating.
What information you'll find
- Payments and volume: amount and number of transactions processed per account, with period-over-period comparisons.
- Account status: active, under review, or with pending items, so you can prioritize your follow-up.
- Downloadable reports: export portfolio activity for reconciliation or your own analysis.
Steps
Open the performance view
In the Partner Center, go to the performance or overview section. You'll see the portfolio totals and the breakdown by account.
Filter by period and group
Adjust the date range and filter by account group to focus the analysis on the part of the portfolio you're interested in.
Open an account's details
Select an account to see its recent activity and trend. It's the quick way to confirm whether a change in the total comes from a specific account.
Download the report
Export the filtered view when you need to work with the data outside the Partner Center or share it with your team.
Next step
If your analysis needs more depth per account, see What reports can I view in Conekta to learn about the reports available in the Conekta Panel.