1. Remittance Platform
  2. Reports and analytics
Reference

Reports for the questions your team asks

Use each report with a defined organization, period and source status. The underlying record identifies the owner of any open item.

Overview
Remittance Platform · Overview

Remittance Platform dashboard

This quarter

Transfer quotes in view
6
Total revision
2,560
Submitted
6
Quoted at in 14 days
4

Bank instructions by status

How far records got this quarter

StageReachedStep
Draft37
Review822%
Authorized338%
Submitted133%

Amount USD by status

Sample totals per stage

1.0k0
1.0kDraft
1.0kReview
1.0kAuthorized
-3000Submitted
-1000Pending
Example screen with sample data

Questions to answer

Provider Evidence Review List

Which provider events have a verification flag?

Reconciliation Exceptions List

Which account and event identities remain unresolved?

Operation Receipt Outcomes List

Which guarded actions need investigation?

Account Balance History List

How did the provider's available and ledger balances change?

Review Decision Trail List

Which revision did each reviewer decide and why?

Set up Remittance Platform your way.

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

How to get started