Using Flow Reporting

Description

Here you can search transactions using various sets of criteria. Totals are provided at the bottom of the screen for convenience. The date shown in the results is always the last status change date.

Flow Status Definitions

ALL: When searching, it will use the date the Flow was sent.

PENDING: The request has been sent. When searching, it will use the date the Flow was sent.

OPEN: A valid PIN has been entered and the request has been viewed, but the request has not yet been completed.

COMPLETED: The request has been successfully completed. When searching, it will use the date the Flow was completed.

FAILED: The request has failed. This can be due to the document being denied, the request being manually closed, etc. When searching, it will use the date the Flow was manually closed.

EXPIRED: The request has exceeded the timeout and cannot be completed. When searching, it will use the date the Flow was automatically closed.

Finding a Flow in Reporting

Navigate to Reporting > Flow Reports > All Flow (or another quick filter option offered like Failed Flows). In the Search Options page, select and enter data according to your search need and the data you have. Click Search, then the relevant Flows will be listed. When you've found the Flow you are searching for click the document icon to view the Flow Details page. 

SMS Messaging Report

This report will list all attempted SMS messages for Flows and Opt-in requests. If an SMS recipient doesn't confirm an opt-in request or if they send STOP then subsequent SMS attempts will automatically be blocked and won't be sent. When an SMS recipient wants to opt in to receiving SMS they can send YES to PDCflow's 10-digit SMS number: .

Dashboard > Reporting > SMS Opt-outs 

Related Article(s):

Receiving SMS from PDCflow

Reporting Overview

Still Need Help? 

Please reach out to our Customer Success team via email at: support@pdcflow.com for further assistance.