Instruction status by owner Grouped
Group instructions by owner and status to find work waiting for a decision.
Trace outstanding decisions, provider responses and account exceptions.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 38 | ||
| Review | 23 | 61% | |
| Authorized | 12 | 52% | |
| Submitted | 6 | 50% |
Sample totals per stage
Group instructions by owner and status to find work waiting for a decision.
Sum requested US dollar amounts by counterparty and instruction status.
Count decisions by reviewer and outcome on their recorded source revisions.
Compare requested and confirmed dates for confirmed instructions.
List executions with unmatched or exception state by account and amount.
Compare dated ledger and available US dollar balances for each trading account.
Count opening cases by organization and status.
List failed and needs-review receipts with their recorded reasons.
Start free, then use Proto to change fields, steps and approvals before your team goes live.