Create ad hoc and on-demand reports for all of your payment channels.
Export your reports to popular image formats, CSV, and Excel.
Get email alerts when reports exceed custom-defined thresholds.
Create custom dashboards to group reports and monitor KPI’s.
Send reports via email to any address, automatically, on your schedule.
View your organization’s activity across payment channels with ACH, Wire, and Check21 reporting.
View your data as a pivot table, a summary table, or graphically. Each report can be presented in the format of your choosing and changed with a click.
Each report can be customized for your needs. Change color schemes, sorting orders, and hover text right in the browser.
Filtering & Drill Down
Reports support live filtering, allow you to drill down or drill across for more insight, and can be exported as either data or a graphic.
When creating new reports, choose the audience you want to share them with. Keep reports private or share them with another user or a group of users.
Dashboards & KPI’s
Dashboard reports feature filters allowing you to drill down on specific dates, processors, originators, and more. KPI’s allow you to view information at a glance. Embed as many reports as needed onto your dashboards and customize the layout with the drag-and-drop organizer.
Scheduled Reports and Alerts
The report scheduling system allows you to choose an export format for your report and automatically set up a recurring email. At the time of your choosing, the system will automatically generate your new reports and email them directly to your inbox.
The alert system can be configured to monitor your reports for specific events and notify you when there are changes. For example, you could create an alert to monitor each processor’s return rate which notifies you when they cross a specific threshold.