PDCflow's robust reporting tools are designed to provide useful data to help business owners, managers and individuals monitor key business metrics. Whether you are an owner looking to understand the health of your organization or an individual contributor seeking to understand the status of a specific transaction, our reports can help. Below you will find a brief description of our core reporting tools and how they can be used to benefit users with permissions to access reports.
Please note the information below encompasses all of the services PDCflow offers and may not apply to your account. In addition, some users may not have access to reporting based on their permission set. If you should have access but do not, please contact your administrator.
FLOW reports serve several functions. However, the primary use is to learn the statuses of each FLOW in a given data range. Users can search for completed FLOWS, pending FLOWS, expired FLOWS and failed FLOWS. Other common use cases include searching for a specific FLOW to download an audit report and filtering reports based on a specific FLOW to understand how effective it is.
The financial reports give a user visibility into all of the ACH and card transactions that have been processed in a given date range. These reports are often run on a monthly basis to see the overall transaction volume. Other use cases include searching for a specific transaction, tracking the processing volume of a specific employee or tracking the volume of a payment channel, such as payments made online. This is also where you can look for declined credit card transactions.
Note: Users with the permissions have access to + ADD NEW Reporting Layouts in order to customize the data that’s included in the Financial Report list and downloadable reports.
Check posting includes batch reports, exception reports, settlement ID reports, and status reports – all of which are used to reconcile ACH transactions. Users can easily see which transactions have funded, returned or are still in the ACH network processing. Many users use these reports interchangeably with financial reports when reviewing ACH transaction data.
By default, the Schedules Report offers access to all active schedules. Users can also search by any other schedule status and a number of other data elements in order to find and view specific schedules. On the list page, the filter function allows easy access to filter down by the list by name, account number, or other data element to quickly find a specific schedule.
Use the Email Messaging to view the emails that have been sent from your account and the delivery status.
This report will list all email addresses that have been blocked for any reason. Bounced email addresses have been blocked because the mailbox is full or the email may be invalid. Opted Out email addresses have been blocked because the recipient has opted-out from email communications from your company via PDCflow.
Use SMS Messaging to view a list of phone numbers you’ve sent texts to and the delivery status.
WHO CAN ACCESS THE REPORTING FEATURES?
PDCflow's system has several available administrative Security Group roles that determine user’s reporting access:
- Reporting - Download Reports And Configure Reporting Layouts
- Reporting - View Card Reports
- Reporting - View Cash Reports
- Reporting - View Check Reports
- Reporting - View Flow Reports
- Reporting - View Schedules
If a specific permission is turned on, the user can access that reporting feature and if it is turned off they will not have access. Most users with reporting access have all of these permissions turned on.
Still Need Help?
Please reach out to our Customer Success team via email at: firstname.lastname@example.org for further assistance.