Instruction status by organization List
Group instructions by organization, status and requested amount.
- Digital Wallet Platform
- Reports and analytics
Reports for the questions your team asks
Answer operational questions from instruction, provider and reconciliation records.
Overview×
Digital Wallet Platform · Overview
Digital Wallet Platform dashboard
This quarter
Account applications in view
6Total revision
3,430Draft
2Submitted
2Instructions by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 49 | ||
| Review | 13 | 27% | |
| Authorized | 4 | 31% | |
| Submitted | 1 | 25% |
Requested amount USD by status
Sample totals per stage
More reports
Provider submission follow-up List
Find submitted or pending instructions by counterparty and request date.
Independent decision trail Grouped
Show each instruction with reviewer, revision, decision, reason and decision date.
Provider evidence register Grouped
List evidence type, source event, verified state and amount under each instruction.
Account application progress List
Compare application status, submitted date and provider application identifier by organization.
Account snapshot comparison List
Compare ledger and available amounts by account and snapshot date.
Unmatched movement register List
Group provider movements by account, state, amount and occurrence date.
Operation receipt exceptions List
Identify pending, failed and needs-review receipts with their failure reason and parent instruction.
Set up Digital Wallet Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.