Instruction status by organization Grouped
Group Applications by Organization and Status, then total amount USD.
Inspect instruction progress, provider balances and unresolved movements.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 49 | ||
| Review | 25 | 51% | |
| Authorized | 15 | 60% | |
| Submitted | 10 | 67% |
Sample totals per stage
Group Applications by Organization and Status, then total amount USD.
List credit decisions with Decision, source revision, decided at, Reviewer and Application.
Compare requested at and confirmed at for Applications with a confirmed outcome.
Group account applications by Organization and Status and total initial deposit USD.
List each account snapshots as of date with ledger USD and available USD by Account.
Show reconciliation items in Exception with provider event ID, Account, occurred at and amount USD.
Show operation receipts Action, expected revision, result state, occurred at and failure reason.
Group instruction accounts by Instruction and Direction and total amount USD.
Start free, then use Proto to change fields, steps and approvals before your team goes live.