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. 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.
The financial reports give a user visibility into all of the credit card and ACH transactions that have 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.
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.
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.
Under 'Schedules,' there is a 'Schedule List' option which takes users to a screen displaying all active schedules currently in the system. Most users accessing this list are looking for a specific schedule and they utilize the filter function to search by a name or an account number to quickly look up the schedule. On this same screen, there is 'Change Search' button that will allow a user to change what is displaying in the list. Users can search for inactive schedules, schedules awaiting consent, by payment type and by employee, to name a few.
WHO CAN ACCESS THE REPORTING FEATURES?
PDCflow's system has five reporting permissions that determine user reporting access:
- Reporting - Download Reports
- Reporting - View Card 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.