1. Open Banking API Platform
  2. Reports and analytics
Reference

Reports for the questions your team asks

Answer operational questions from instruction, consent, evidence and account records.

Overview
Open Banking API Platform · Overview

Open Banking API Platform dashboard

This quarter

Access consents in view
6
Total account count
146
Draft
2
Submitted
1

Bank instructions by status

How far records got this quarter

StageReachedStep
Draft47
Review2757%
Authorized1970%
Submitted1474%

Amount USD by status

Sample totals per stage

6.0k0
2.0kDraft
6.0kReview
4.0kAuthorized
3.0kSubmitted
2.0kPending
Example screen with sample data

More reports

Instruction status by owner Grouped

Group bank instructions by Owner and Status, with amount USD for each group.

Pending provider value List

Show amount USD and provider instruction ID for bank instructions in Submitted or Pending status.

Reviewer decision history Grouped

Group review decisions by Parent and Reviewer with source revision, Decision and decided at.

Provider evidence coverage Grouped

Group bank evidence by Parent and evidence type with Verified and occurred at.

Account balance history Grouped

Group account snapshots by Account and as of with ledger USD and available USD.

Movement exception register List

Show reconciliation items with State, amount USD, occurred at and matched instruction.

Operation completion exceptions List

Show operation receipts with result state, expected revision, effect references and failure reason.

Set up Open Banking API Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started