> ## Documentation Index
> Fetch the complete documentation index at: https://doc-test-my.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# About Dashboard

> Overview of the Razorpay Dashboard home page with key features including payments overview, insights, and product recommendations for managing your payment operations.

The Dashboard Home page serves as your central command center for managing payment operations on Razorpay. It provides a comprehensive overview of your account status, recent payment activity, key insights and personalised product recommendations to help you optimise your payment infrastructure.

The Dashboard offers a wide range of features, such as:

* **Analytics** and **real-time charts** that provide valuable insight into your business performance.
* List of **recent activities** that may require your action.
* **Configure, operate, and manage** your Payment Gateway (PG) account and other Razorpay products.
* An overview of recent **payments, settlements and refunds**.

<img class="click-zoom" src="https://curlec.com/docs/build/browser/assets/images/curlec-dashboard-guide-home-new.jpg" alt="Razorpay Curlec Dashboard Home page" width="800" />

<Info>
  **Handy Tips**

  You must have a Razorpay Curlec account to access the Dashboard. Do not have a Razorpay Curlec account? [Sign up with Razorpay Curlec](https://curlec.com/onboarding/my/?).
</Info>

## Key Section of Payments Dashboard Home Page

The following information is shown on the Payments Dashboard Home page.

<AccordionGroup>
  <Accordion title="Account Balance and Payment Information">
    Your current account balance is displayed on the Dashboard. Payment Overview data provides an overview of the total collected amount in you current balance, total  number of **Refunds** made and the total number of Orders created by your customers for the selected time range.
  </Accordion>
</AccordionGroup>

<AccordionGroup>
  <Accordion title="Payment Information">
    Payment Volume data provides an overview of the Payment Volume and Number of Payments received for the selected date range.
  </Accordion>
</AccordionGroup>

<AccordionGroup>
  <Accordion title="Analytics">
    You can view detailed information about your account activities. This includes a wide range of analytics and real-time charts that provide insight into the performance of your business and help you take informed actions if necessary.

    You can view the following information:

    * Successful and failed payment count.
    * Successful and failed refund count.
    * Filter data to display it on a Daily, Weekly or Monthly basis.
    * Group data by Payment Methods.
    * Hover over the pie diagram to view the amount split for each payment method.
    * **Payment method split** data displays the distribution of various payment methods for collected payments for the selected duration.
  </Accordion>
</AccordionGroup>

<AccordionGroup>
  <Accordion title="Recent Activity">
    This section displays recent Payment related activities. Click the respective payment id for more information about the transaction.
  </Accordion>
</AccordionGroup>

## Key Tabs of Payments Dashboard

Following are the key tabs of the Payments Dashboard.

<AccordionGroup>
  <Accordion title="Transactions">
    Given below are the tabs and supported actions under Transactions:

    | Tab      | Actions                                                                                                                                                                                                                                                       |
    | -------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
    | Payments | <ul><li><a href="/docs/payments/payments/dashboard#manually-capture-payments" target="_blank">Manually capture a payment</a></li><li><a href="/docs/payments/payments/dashboard#view-payment-details" target="_blank">View details of a payment</a></li></ul> |
    | Orders   | [View details of an order](/docs/payments/orders/dashboard#view-order-details)                                                                                                                                                                                |
  </Accordion>
</AccordionGroup>

<AccordionGroup>
  <Accordion title="Reports">
    Given below are the actions supported for Reports:

    * [Download a Report](/docs/payments/dashboard/reports#download-reports)
    * [Increase report generation limit](/docs/payments/dashboard/reports#limit-on-reports)
  </Accordion>
</AccordionGroup>

<AccordionGroup>
  <Accordion title="Account & Settings">
    Given below are the sections and actions supported under Account & Settings:

    | Tabs and Actions                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
    | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
    | **Website and app settings** <br />             <ul><li><a href="/docs/payments/dashboard/account-settings/business-website-details" target="_blank">Add or update business website/app details</a></li><li><a href="/docs/payments/dashboard/account-settings/api-keys" target="_blank">Generate or regenerate API keys</a></li><li><a href="/docs/payments/dashboard/account-settings/webhooks" target="_blank">Configure Webhooks</a></li></ul>                                                                                                                                                                                                                                                                                                                                                                                             |
    | **Business settings** <br />             <ul><li><a href="/docs/payments/dashboard/account-settings/account-details" target="_blank">Update account details such as email, phone and more</a></li><li><a href="/docs/payments/dashboard/account-settings/business-details" target="_blank">View business details</a></li><li><a href="/docs/payments/dashboard/account-settings/customer-support-details" target="_blank">Add or update customer support details</a></li><li><a href="/docs/payments/dashboard/account-settings/activation-details" target="_blank">View account activation details</a></li><li><a href="/docs/payments/dashboard/account-settings/support-tickets" target="_blank">Raise support ticket</a></li><li><a href="/docs/payments/dashboard/account-settings/manage-team" target="_blank">Manage team</a></li></ul> |
    | **Payments and refunds** <br />             <ul><li><a href="/docs/payments/dashboard/account-settings/credits" target="_blank">View and add credits</a></li><li><a href="/docs/payments/dashboard/account-settings/balances" target="_blank">View and add balances</a></li><li><a href="/docs/payments/payment-links/reminders" target="_blank">Set reminders for Payment Links</a></li><li><a href="/docs/payments/dashboard/account-settings/transaction-limits" target="_blank">Update transaction limits</a></li><li><a href="/docs/payments/dashboard/account-settings/capture-refund" target="_blank">Configure payments capture and refund settings</a></li></ul>                                                                                                                                                                      |
    | **Bank accounts and settlements** <br />             <ul><li><a href="/docs/payments/dashboard/account-settings/bank-account-details" target="_blank">Update bank account details</a></li><li><a href="/docs/payments/dashboard/account-settings/settlement-details" target="_blank">View settlement details</a></li></ul>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
    | **Notification Settings** <br />             <ul><li><a href="/docs/payments/dashboard/account-settings/email-sms-whatsapp#manage-email-notifications" target="_blank">Configure email settings</a></li><li><a href="/docs/payments/dashboard/account-settings/email-sms-whatsapp#manage-sms-notifications" target="_blank">Configure SMS settings</a></li><li><a href="/docs/payments/dashboard/account-settings/email-sms-whatsapp#manage-whatsapp-notifications" target="_blank">Configure WhatsApp settings</a></li></ul>                                                                                                                                                                                                                                                                                                                  |
    | **Checkout Settings** <br />             <ul><li><a href="/docs/payments/dashboard/account-settings/checkout-styling" target="_blank">Configure branding-related settings for Checkout</a></li><li><a href="/docs/payments/dashboard/account-settings/checkout-features#flash-checkout" target="_blank">Configure flash checkout settings</a></li><li><a href="/docs/payments/dashboard/account-settings/checkout-features#mandatory-summary-page" target="_blank">Configure mandate summary page</a></li><li><a href="/docs/payments/payment-gateway/features/trusted-business" target="_blank">Check eligibility for Razorpay Trusted Business badge</a></li></ul>                                                                                                                                                                           |
    | **International Payment Settings** <br />             <ul><li><a href="/docs/payments/dashboard/account-settings/firs" target="_blank">Generate FIRS certificate</a></li><li><a href="/docs/payments/dashboard/account-settings/international-payment-codes" target="_blank">Configure international payment codes (purpose code, IEC code, HS code)</a></li></ul>                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
    | **Payment Methods** <br />             <ul><li><a href="/docs/payments/dashboard/account-settings/payment-methods" target="_blank">Request for and manage payment methods</a></li></ul>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
  </Accordion>
</AccordionGroup>

<AccordionGroup>
  <Accordion title="Payments Products">
    Given below are the payments products and supported actions:

    | Product        | Action                                                                 |
    | -------------- | ---------------------------------------------------------------------- |
    | Invoices       | [Create and manage Invoices](/docs/payments/invoices/create)           |
    | Payment Button | [Create and manage Payment Button](/docs/payments/payment-button)      |
    | Payment Pages  | [Create and manage Payment Page](/docs/payments/payment-pages/create)  |
    | Payment Links  | [Create and manage Payment Links](/docs/payments/payment-links/create) |
  </Accordion>
</AccordionGroup>

<AccordionGroup>
  <Accordion title="Customers">
    Given below are the actions supported for Customers:

    * [Create a Customer](/docs/payments/customers#create-a-customer)
    * [Edit Customer Details](/docs/payments/customers#edit-customer-details)
  </Accordion>
</AccordionGroup>
