Description
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 access to Reporting.
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.
Insights Report
The Insights Reports give you quick access to summarized transaction totals—both Flows and payments.
Designed to provide a comprehensive overview of payments and Flows, the Insights Report can be utilized for financial data analysis as well as trend spotting as well as for downloading totals for further offline analysis.
Flow Reports
Flow reports serve several functions. Users can review Flow statuses. Users can search for Flows by status and many other search options.
Flow audit reports, which include detailed information about the Flow request, are available in Flow reporting.
Financial Reports
The Financial Reports option offers visibility into all of the ACH and card transactions that have been processed in an account. These reports are often pulled monthly to view the overall transaction volume. Other use cases include searching for a specific transaction, tracking the processing volume of a specific employee, and tracking the volume of a payment channel, such as payments made online. This is also where you can look for declined credit card transactions.
Customize Report Layouts: Users with the appropriate permission can configure Reporting Layouts and select which data are included in the list view of the report and the downloadable file. Read more about report layouts here.
Check Posting
Check Posting includes batch reports, exception reports, settlement ID reports, and status reports all of which may be useful in the ACH transaction reconciliation process. Users can easily see which transactions have been funded, returned, or are still processing. Many users use these reports interchangeably with financial reports when reviewing ACH transaction data.
Customize Report Layouts: Users with the appropriate permission can configure Reporting Layouts and select which data are included in the list view of the report and the downloadable file. Read more about report layouts here.
Schedules
By default, the Schedules Report offers access to all active schedules. Users can also search by any other schedule status and several other data elements to find and view specific schedules. On the list page, the filter function allows easy access to filter down the list by name, account number, or other data elements to quickly find a specific schedule.
Email Messaging
Use the Email Messaging report to view the emails that have been sent from your account and the delivery status.
Email Opt-Outs
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 of email communications from your company via PDCflow.
SMS Messaging
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 the 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 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 at support@pdcflow.com for further assistance.