Instruction status by owner Grouped
Group bank instructions by Owner and Status, with amount USD for each group.
Answer operational questions from instruction, consent, evidence and account records.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 47 | ||
| Review | 27 | 57% | |
| Authorized | 19 | 70% | |
| Submitted | 14 | 74% |
Sample totals per stage
Group bank instructions by Owner and Status, with amount USD for each group.
Show amount USD and provider instruction ID for bank instructions in Submitted or Pending status.
Compare access consents Status, decision at and granted at by Provider and Organization.
Group review decisions by Parent and Reviewer with source revision, Decision and decided at.
Group bank evidence by Parent and evidence type with Verified and occurred at.
Group account snapshots by Account and as of with ledger USD and available USD.
Show reconciliation items with State, amount USD, occurred at and matched instruction.
Show operation receipts with result state, expected revision, effect references and failure reason.
Start free, then use Proto to change fields, steps and approvals before your team goes live.